Lotus Asset Management LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lotus Asset Management LLC’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	$10.2M	Buy	+46,932	New	+$10.1M	8.99%	4

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

Lotus Asset Management LLC's VOOV Position: Q2 2026 in Review

Lotus Asset Management LLC opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 46,932 shares worth $10.2M. The stake represents 8.99% of the portfolio and ranks #4 among its holdings.

456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Lotus Asset Management LLC held 46,932 shares of Vanguard S&P 500 Value ETF worth $10.2M as of Q2 2026.
Vanguard S&P 500 Value ETF was a new Lotus Asset Management LLC position in Q2 2026.
Vanguard S&P 500 Value ETF made up 8.99% of Lotus Asset Management LLC's portfolio in Q2 2026, its #4 holding.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Lotus Asset Management LLC's 13F filing for Q2 2026, filed 9 Sep 2026.