Shulman DeMeo Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Shulman DeMeo Asset 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	$564K	Buy	2,574 +126	+5%	+$27.2K	0.11%	69
2026 Q1	$499K	Buy	2,448 +105	+4%	+$22K	0.11%	70
2025 Q4	$480K	Buy	2,343 +11	+0.5%	+$2.23K	0.11%	66
2025 Q3	$465K	Buy	2,332 +11	+0.5%	+$2.13K	0.11%	69
2025 Q2	$438K	Sell	2,321 -809	-26%	-$146K	0.11%	69
2025 Q1	$576K	Buy	3,130 +15	+0.5%	+$2.81K	0.16%	55
2024 Q4	$575K	Buy	3,115 +34	+1%	+$6.52K	0.16%	50
2024 Q3	$588K	Buy	3,081 +17	+0.6%	+$3.12K	0.14%	55
2024 Q2	$539K	Buy	3,064 +932	+44%	+$164K	0.14%	55
2024 Q1	$385K	Buy	2,132 +10	+0.5%	+$1.72K	0.1%	86
2023 Q4	$356K	Buy	2,122 +21	+1%	+$3.26K	0.1%	88
2023 Q3	$312K	Buy	+2,101	New	+$328K	0.1%	87
2023 Q2	–	Sell	-3,300	Closed	-$484K	–	136
2023 Q1	$484K	Buy	3,300 +13	+0.4%	+$1.9K	0.15%	60
2022 Q4	$460K	Buy	3,287 +43	+1%	+$5.94K	0.15%	64
2022 Q3	$403K	Hold	3,244	–	–	0.14%	72
2022 Q2	$431K	Sell	3,244 -532	-14%	-$76K	0.14%	74
2022 Q1	$569K	Buy	3,776 +14	+0.4%	+$2.08K	0.16%	63
2021 Q4	$570K	Buy	3,762 +1,596	+74%	+$235K	0.15%	64
2021 Q3	$305K	Buy	+2,166	New	+$312K	0.26%	62
2021 Q2	–	Sell	-1,781	Closed	-$243K	–	140
2021 Q1	$243K	Buy	1,781 +39	+2%	+$5.08K	0.07%	115
2020 Q4	$215K	Buy	+1,742	New	+$204K	0.06%	126

Other funds holding VOOV

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Shulman DeMeo Asset Management's VOOV Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 5.1% in Q2 2026, buying an estimated $27.2K and bringing the position to 2,574 shares worth $564K. The position accounts for 0.11% of the portfolio, ranked #69.

Shulman DeMeo Asset Management first reported a position in VOOV in Q4 2020 and has held it in 21 quarters since. The position peaked at $588K in Q3 2024. 104 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Shulman DeMeo Asset Management held 2,574 shares of Vanguard S&P 500 Value ETF worth $564K as of Q2 2026.
Shulman DeMeo Asset Management bought 126 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $27.2K.
Vanguard S&P 500 Value ETF made up 0.11% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #69 holding.
Shulman DeMeo Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2020 and has held it in 21 quarters since.
Shulman DeMeo Asset Management's Vanguard S&P 500 Value ETF position peaked at $588K in Q3 2024.
104 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.