Sunbelt Securities’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sunbelt Securities’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	$329K	Hold	1,616	–	–	0.02%	511
2025 Q4	$331K	Hold	1,616	–	–	0.02%	507
2025 Q3	$322K	Hold	1,616	–	–	0.02%	507
2025 Q2	$298K	Hold	1,616	–	–	0.03%	484
2025 Q1	$298K	Hold	1,616	–	–	0.03%	456
2024 Q4	$298K	Hold	1,616	–	–	0.03%	486
2024 Q3	$308K	Buy	1,616 +43	+3%	+$7.89K	0.03%	475
2024 Q2	$277K	Buy	1,573 +43	+3%	+$7.58K	0.03%	471
2024 Q1	$276K	Hold	1,530	–	–	0.03%	455
2023 Q4	$257K	Hold	1,530	–	–	0.03%	437
2023 Q3	$227K	Hold	1,530	–	–	0.03%	453
2023 Q2	$238K	Hold	1,530	–	–	0.03%	429
2023 Q1	$221K	Hold	1,530	–	–	0.04%	411
2022 Q4	$214K	Buy	+1,530	New	+$211K	0.04%	418
2022 Q3	–	Sell	-1,530	Closed	-$203K	–	454
2022 Q2	$203K	Hold	1,530	–	–	0.04%	411
2022 Q1	$233K	Hold	1,530	–	–	0.04%	412
2021 Q4	$230K	Hold	1,530	–	–	0.04%	419
2021 Q3	$217K	Hold	1,530	–	–	0.04%	414
2021 Q2	$217K	Hold	1,530	–	–	0.04%	412
2021 Q1	$209K	Buy	+1,530	New	+$199K	0.04%	396

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

Sunbelt Securities's VOOV Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q1 2026 at 1,616 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #511.

Sunbelt Securities first reported a position in VOOV in Q1 2021 and has held it in 20 quarters since. The position peaked at $331K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Sunbelt Securities held 1,616 shares of Vanguard S&P 500 Value ETF worth $329K as of Q1 2026.
Sunbelt Securities left its Vanguard S&P 500 Value ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Value ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #511 holding.
Sunbelt Securities first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 20 quarters since.
Sunbelt Securities's Vanguard S&P 500 Value ETF position peaked at $331K in Q4 2025.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.