Steward Partners Investment Advisory’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Steward Partners Investment Advisory’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 Q1	$545K	Buy	2,673 +335	+14%	+$70.1K	﹤0.01%	1478
2025 Q4	$479K	Buy	2,338 +6	+0.3%	+$1.22K	﹤0.01%	1449
2025 Q3	$465K	Buy	2,332 +83	+4%	+$16.1K	﹤0.01%	1421
2025 Q2	$424K	Buy	2,249 +166	+8%	+$29.9K	﹤0.01%	1378
2025 Q1	$384K	Buy	2,083 +121	+6%	+$22.6K	﹤0.01%	1329
2024 Q4	$362K	Buy	1,962 +698	+55%	+$134K	﹤0.01%	1308
2024 Q3	$241K	Buy	1,264 +224	+22%	+$41.1K	﹤0.01%	1434
2024 Q2	$183K	Buy	1,040 +343	+49%	+$60.5K	﹤0.01%	1485
2024 Q1	$126K	Buy	697 +536	+333%	+$92.1K	﹤0.01%	1649
2023 Q4	$27K	Hold	161	–	–	﹤0.01%	2256
2023 Q3	$23.9K	Hold	161	–	–	﹤0.01%	2223
2023 Q2	$25.1K	Hold	161	–	–	﹤0.01%	2177
2023 Q1	$23.6K	Hold	161	–	–	﹤0.01%	2176
2022 Q4	$22.6K	Buy	+161	New	+$22.2K	﹤0.01%	2186
2021 Q2	–	Sell	-743	Closed	-$102K	–	7424
2021 Q1	$102K	Buy	+743	New	+$96.7K	﹤0.01%	1617

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's VOOV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard S&P 500 Value ETF (VOOV) stake by 14% in Q1 2026, buying an estimated $70.1K and bringing the position to 2,673 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Steward Partners Investment Advisory first reported a position in VOOV in Q1 2021 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Steward Partners Investment Advisory held 2,673 shares of Vanguard S&P 500 Value ETF worth $545K as of Q1 2026.
Steward Partners Investment Advisory bought 335 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $70.1K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1478 holding.
Steward Partners Investment Advisory first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 15 quarters since.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.