Strategies Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Strategies Wealth Advisors’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	$6.88M	Buy	31,407 +15	+0%	+$3.24K	0.62%	21
2026 Q1	$6.4M	Buy	31,392 +1	+0%	+$209	0.64%	21
2025 Q4	$6.43M	Sell	31,391 -19	-0.1%	-$3.85K	0.64%	21
2025 Q3	$6.27M	Sell	31,410 -350	-1%	-$67.9K	0.65%	21
2025 Q2	$5.99M	Buy	31,760 +19	+0.1%	+$3.42K	0.65%	21
2025 Q1	$5.85M	Buy	31,741 +18	+0.1%	+$3.37K	0.71%	21
2024 Q4	$5.99M	Buy	31,723 +32	+0.1%	+$6.14K	0.75%	18
2024 Q3	$6.04M	Buy	31,691 +22	+0.1%	+$4.04K	0.81%	19
2024 Q2	$5.57M	Hold	31,669	–	–	0.81%	18
2024 Q1	$5.72M	Sell	31,669 -2	-0%	-$344	0.88%	18
2023 Q4	$5.32M	Sell	31,671 -59	-0.2%	-$9.17K	0.91%	18
2023 Q3	$4.72M	Sell	31,730 -47	-0.1%	-$7.34K	0.93%	20
2023 Q2	$4.95M	Hold	31,777	–	–	1.01%	19
2023 Q1	$4.66M	Sell	31,777 -855	-3%	-$125K	1.03%	19
2022 Q4	$4.57M	Buy	+32,632	New	+$4.51M	1.13%	19
2022 Q2	$4.28M	Buy	32,216 +235	+0.7%	+$33.6K	1.23%	17
2022 Q1	$4.82M	Sell	31,981 -177	-0.6%	-$26.3K	1.29%	15
2021 Q4	$4.87M	Buy	+32,158	New	+$4.73M	1.37%	16

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

Strategies Wealth Advisors's VOOV Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.05% in Q2 2026, buying an estimated $3.24K and bringing the position to 31,407 shares worth $6.88M. The position accounts for 0.62% of the portfolio, ranked #21.

Strategies Wealth Advisors first reported a position in VOOV in Q4 2021 and has held it in 18 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Strategies Wealth Advisors held 31,407 shares of Vanguard S&P 500 Value ETF worth $6.88M as of Q2 2026.
Strategies Wealth Advisors bought 15 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $3.24K.
Vanguard S&P 500 Value ETF made up 0.62% of Strategies Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Strategies Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.