SWIM
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Smallwood Wealth Investment Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Smallwood Wealth Investment 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 		$438 Hold
2
– – ﹤0.01% 469
2026
Q1 		$407 Buy
+2
New +$419 ﹤0.01% 467

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
ZF
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
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
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

Smallwood Wealth Investment Management's VOOV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 2 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Smallwood Wealth Investment Management first reported a position in VOOV in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Smallwood Wealth Investment Management held 2 shares of Vanguard S&P 500 Value ETF worth $438 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #469 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.