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

Simplicity Wealth’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 		$1.27M Buy
+5,785
New +$1.25M 0.04% 369
2024
Q2 		– Sell
-3,703
Closed -$668K – 1305
2024
Q1 		$668K Buy
+3,703
New +$636K 0.02% 638

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplicity Wealth's VOOV Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 5,785 shares worth $1.27M. The stake represents 0.04% of the portfolio and ranks #369 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VOOV as recently as Q1 2024.

Simplicity Wealth first reported a position in VOOV in Q1 2024 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Simplicity Wealth held 5,785 shares of Vanguard S&P 500 Value ETF worth $1.27M as of Q2 2026.
  • Vanguard S&P 500 Value ETF was a new Simplicity Wealth position in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #369 holding.
  • Simplicity Wealth first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.