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 Q1	$289K	Buy	+1,420	New	+$297K	0.08%	124

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

Stone Summit Wealth's VOOV Position: Q1 2026 in Review

Stone Summit Wealth opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2026: 1,420 shares worth $289K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings.

435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Stone Summit Wealth held 1,420 shares of Vanguard S&P 500 Value ETF worth $289K as of Q1 2026.
Vanguard S&P 500 Value ETF was a new Stone Summit Wealth position in Q1 2026.
Vanguard S&P 500 Value ETF made up 0.08% of Stone Summit Wealth's portfolio in Q1 2026, its #124 holding.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.