Sterling Group Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sterling Group Wealth 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	$285K	Hold	1,299	–	–	0.12%	52
2026 Q1	$265K	Hold	1,299	–	–	0.13%	46
2025 Q4	$266K	Hold	1,299	–	–	0.13%	47
2025 Q3	$259K	Hold	1,299	–	–	0.13%	47
2025 Q2	$245K	Hold	1,299	–	–	0.14%	46
2025 Q1	$239K	Hold	1,299	–	–	0.13%	53
2024 Q4	$240K	Hold	1,299	–	–	0.12%	57
2024 Q3	$248K	Buy	1,299 +3	+0.2%	+$551	0.13%	54
2024 Q2	$228K	Buy	+1,296	New	+$228K	0.13%	53
2024 Q1	–	Sell	-1,293	Closed	-$217K	–	48
2023 Q4	$217K	Buy	+1,293	New	+$201K	0.17%	49

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

Sterling Group Wealth Management's VOOV Position: Q2 2026 in Review

Sterling Group Wealth Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,299 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #52.

Sterling Group Wealth Management first reported a position in VOOV in Q4 2023 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Sterling Group Wealth Management held 1,299 shares of Vanguard S&P 500 Value ETF worth $285K as of Q2 2026.
Sterling Group Wealth Management left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.12% of Sterling Group Wealth Management's portfolio in Q2 2026, its #52 holding.
Sterling Group Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.