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

Stone Summit 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
Q3 		$313K Hold
1,420
– – 0.08% 120
2026
Q2 		$311K Hold
1,420
– – 0.08% 126
2026
Q1 		$289K Buy
+1,420
New +$297K 0.08% 124

Other funds holding VOOV

Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
LAM
Lotus Asset Management Nashville, Tennessee $122M AUM
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Stone Summit Wealth's VOOV Position: Q3 2026 in Review

Stone Summit Wealth held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q3 2026 at 1,420 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #120.

Stone Summit Wealth first reported a position in VOOV in Q1 2026 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Stone Summit Wealth held 1,420 shares of Vanguard S&P 500 Value ETF worth $313K as of Q3 2026.
  • Stone Summit Wealth left its Vanguard S&P 500 Value ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 Value ETF made up 0.08% of Stone Summit Wealth's portfolio in Q3 2026, its #120 holding.
  • Stone Summit Wealth first reported a position in Vanguard S&P 500 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.