Sightline Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sightline Wealth Advisors’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	$658K	Hold	3,000	–	–	0.24%	50
2026 Q1	$611K	Hold	3,000	–	–	0.26%	48
2025 Q4	$615K	Hold	3,000	–	–	0.26%	53
2025 Q3	$598K	Hold	3,000	–	–	0.27%	50
2025 Q2	$566K	Hold	3,000	–	–	0.27%	48
2025 Q1	$553K	Hold	3,000	–	–	0.29%	46
2024 Q4	$554K	Hold	3,000	–	–	0.3%	47
2024 Q3	$572K	Hold	3,000	–	–	0.32%	44
2024 Q2	$527K	Hold	3,000	–	–	0.33%	45
2024 Q1	$541K	Hold	3,000	–	–	0.36%	45
2023 Q4	$504K	Hold	3,000	–	–	0.38%	43
2023 Q3	$446K	Hold	3,000	–	–	0.42%	44
2023 Q2	$440K	Hold	3,000	–	–	0.44%	37
2023 Q1	$440K	Hold	3,000	–	–	0.45%	37
2022 Q4	$420K	Buy	+3,000	New	+$414K	0.45%	37

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sightline Wealth Advisors's VOOV Position: Q2 2026 in Review

Sightline Wealth Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 3,000 shares worth $658K. The position accounts for 0.24% of the portfolio, ranked #50.

Sightline Wealth Advisors first reported a position in VOOV in Q4 2022 and has held it in 15 quarters since. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Sightline Wealth Advisors held 3,000 shares of Vanguard S&P 500 Value ETF worth $658K as of Q2 2026.
Sightline Wealth Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.24% of Sightline Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Sightline Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.