SWM
VOOV icon

Sherman Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sherman Wealth Management’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 		$877K Buy
4,000
+15
+0.4% +$3.24K 0.66% 38
2026
Q1 		$812K Sell
3,985
-841
-17% -$176K 0.7% 37
2025
Q4 		$989K Buy
+4,826
New +$977K 0.86% 31

Other funds holding VOOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return

Sherman Wealth Management's VOOV Position: Q2 2026 in Review

Sherman Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.38% in Q2 2026, buying an estimated $3.24K and bringing the position to 4,000 shares worth $877K. The position accounts for 0.66% of the portfolio, ranked #38.

Sherman Wealth Management first reported a position in VOOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $989K in Q4 2025. 306 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Sherman Wealth Management held 4,000 shares of Vanguard S&P 500 Value ETF worth $877K as of Q2 2026.
  • Sherman Wealth Management bought 15 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $3.24K.
  • Vanguard S&P 500 Value ETF made up 0.66% of Sherman Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Sherman Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Vanguard S&P 500 Value ETF position peaked at $989K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.