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

SHP 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
Q1 		$204 Hold
1
– – ﹤0.01% 1728
2025
Q4 		$205 Buy
+1
New +$202 ﹤0.01% 1464

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's VOOV Position: Q1 2026 in Review

SHP Wealth Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q1 2026 at 1 share worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

SHP Wealth Management first reported a position in VOOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $205 in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • SHP Wealth Management held 1 share of Vanguard S&P 500 Value ETF worth $204 as of Q1 2026.
  • SHP Wealth Management left its Vanguard S&P 500 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1728 holding.
  • SHP Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard S&P 500 Value ETF position peaked at $205 in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.