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Sound Income Strategies’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sound Income Strategies’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 		$306K Sell
1,397
-316
-18% -$68.2K 0.01% 373
2026
Q1 		$350K Hold
1,713
– – 0.02% 300
2025
Q4 		$360K Buy
+1,713
New +$347K 0.02% 302
2025
Q3 		– Sell
-10
Closed -$1.89K – 1829
2025
Q2 		$1.89K Hold
10
– – ﹤0.01% 1267
2025
Q1 		$1.84K Hold
10
– – ﹤0.01% 1252
2024
Q4 		$1.84K Hold
10
– – ﹤0.01% 1181
2024
Q3 		$1.91K Hold
10
– – ﹤0.01% 1138
2024
Q2 		$1.76K Hold
10
– – ﹤0.01% 1116
2024
Q1 		$1.8K Hold
10
– – ﹤0.01% 1081
2023
Q4 		$1.68K Hold
10
– – ﹤0.01% 1087
2023
Q3 		$1.49K Hold
10
– – ﹤0.01% 946
2023
Q2 		$1.56K Hold
10
– – ﹤0.01% 914
2023
Q1 		$1.47K Hold
10
– – ﹤0.01% 885
2022
Q4 		$1.4K Hold
10
– – ﹤0.01% 815
2022
Q3 		$1K Hold
10
– – ﹤0.01% 851
2022
Q2 		$1K Hold
10
– – ﹤0.01% 858
2022
Q1 		$2K Hold
10
– – ﹤0.01% 750
2021
Q4 		$2K Hold
10
– – ﹤0.01% 738
2021
Q3 		$1K Hold
10
– – ﹤0.01% 793
2021
Q2 		$1K Hold
10
– – ﹤0.01% 846
2021
Q1 		$1.37K Hold
10
– – ﹤0.01% 806
2020
Q4 		$1K Hold
10
– – ﹤0.01% 836
2020
Q3 		$1K Hold
10
– – ﹤0.01% 796
2020
Q2 		$1K Hold
10
– – ﹤0.01% 747
2020
Q1 		$1K Buy
+10
New +$1.15K ﹤0.01% 720

Other funds holding VOOV

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
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Sound Income Strategies's VOOV Position: Q2 2026 in Review

Sound Income Strategies reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 18% in Q2 2026, selling an estimated $68.2K and leaving 1,397 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #373.

Sound Income Strategies first reported a position in VOOV in Q1 2020 and has held it in 25 quarters since. The position peaked at $360K in Q4 2025. 361 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Sound Income Strategies held 1,397 shares of Vanguard S&P 500 Value ETF worth $306K as of Q2 2026.
  • Sound Income Strategies sold 316 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $68.2K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #373 holding.
  • Sound Income Strategies first reported a position in Vanguard S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Sound Income Strategies's Vanguard S&P 500 Value ETF position peaked at $360K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.