Signature Estate & Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Signature Estate & Investment 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	$615K	Sell	2,804 -114	-4%	-$24.6K	0.01%	393
2026 Q1	$595K	Buy	2,918 +10	+0.3%	+$2.09K	0.01%	387
2025 Q4	$596K	Buy	2,908 +11	+0.4%	+$2.23K	0.01%	355
2025 Q3	$578K	Buy	2,897 +334	+13%	+$64.8K	0.01%	360
2025 Q2	$484K	Buy	2,563 +610	+31%	+$110K	0.01%	368
2025 Q1	$360K	Buy	1,953 +6	+0.3%	+$1.12K	0.01%	402
2024 Q4	$359K	Buy	1,947 +15	+0.8%	+$2.88K	0.01%	391
2024 Q3	$368K	Buy	1,932 +7	+0.4%	+$1.28K	0.01%	371
2024 Q2	$338K	Buy	+1,925	New	+$339K	0.01%	365

Other funds holding VOOV

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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 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

Signature Estate & Investment Advisors's VOOV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 3.9% in Q2 2026, selling an estimated $24.6K and leaving 2,804 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #393.

Signature Estate & Investment Advisors first reported a position in VOOV in Q2 2024 and has held it in 9 quarters since. 305 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Signature Estate & Investment Advisors held 2,804 shares of Vanguard S&P 500 Value ETF worth $615K as of Q2 2026.
Signature Estate & Investment Advisors sold 114 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $24.6K.
Vanguard S&P 500 Value ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #393 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
305 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.