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Savvy Advisors Inc’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Savvy Advisors Inc’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Sell
2,001
-799
-29% -$172K 0.01% 831
2026
Q1 		$571K Buy
2,800
+1,527
+120% +$320K 0.02% 616
2025
Q4 		$261K Buy
1,273
+6
+0.5% +$1.22K 0.01% 836
2025
Q3 		$253K Buy
1,267
+142
+13% +$27.6K 0.01% 687
2025
Q2 		$212K Buy
+1,125
New +$203K 0.01% 589

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Savvy Advisors Inc's VOOV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 29% in Q2 2026, selling an estimated $172K and leaving 2,001 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #831.

Savvy Advisors Inc first reported a position in VOOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $571K in Q1 2026. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Savvy Advisors Inc held 2,001 shares of Vanguard S&P 500 Value ETF worth $439K as of Q2 2026.
  • Savvy Advisors Inc sold 799 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $172K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #831 holding.
  • Savvy Advisors Inc first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Vanguard S&P 500 Value ETF position peaked at $571K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.