TD Private Client Wealth’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

TD Private Client 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 Q2	$2.44M	Sell	11,140 -575	-5%	-$124K	0.04%	233
2026 Q1	$2.39M	Sell	11,715 -299	-2%	-$62.6K	0.05%	223
2025 Q4	$2.46M	Buy	12,014 +1,289	+12%	+$261K	0.05%	221
2025 Q3	$2.14M	Buy	10,725 +610	+6%	+$118K	0.05%	231
2025 Q2	$1.91M	Sell	10,115 -368	-4%	-$66.3K	0.05%	248
2025 Q1	$1.93M	Buy	10,483 +148	+1%	+$27.7K	0.05%	230
2024 Q4	$1.91M	Buy	10,335 +331	+3%	+$63.5K	0.05%	237
2024 Q3	$1.91M	Sell	10,004 -1,128	-10%	-$207K	0.05%	246
2024 Q2	$1.96M	Buy	11,132 +831	+8%	+$146K	0.06%	237
2024 Q1	$1.86M	Buy	10,301 +1,425	+16%	+$245K	0.06%	250
2023 Q4	$1.49M	Sell	8,876 -1,227	-12%	-$191K	0.05%	269
2023 Q3	$1.5M	Buy	10,103 +408	+4%	+$63.7K	0.07%	254
2023 Q2	$1.51M	Sell	9,695 -1,157	-11%	-$172K	0.07%	265
2023 Q1	$1.59M	Sell	10,852 -537	-5%	-$78.4K	0.07%	254
2022 Q4	$1.6M	Buy	11,389 +10,979	+2,678%	+$1.52M	0.08%	252
2022 Q3	$50.9K	Hold	410	–	–	﹤0.01%	722
2022 Q2	$54.5K	Sell	410 -551	-57%	-$78.7K	﹤0.01%	716
2022 Q1	$145K	Sell	961 -58	-6%	-$8.63K	0.01%	586
2021 Q4	$154K	Buy	1,019 +4	+0.4%	+$588	0.01%	582
2021 Q3	$143K	Sell	1,015 -34	-3%	-$4.9K	0.01%	574
2021 Q2	$150K	Hold	1,049	–	–	0.01%	561
2021 Q1	$143K	Buy	+1,049	New	+$137K	0.01%	549

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

TD Private Client Wealth's VOOV Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 4.9% in Q2 2026, selling an estimated $124K and leaving 11,140 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #233.

TD Private Client Wealth first reported a position in VOOV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.46M in Q4 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

TD Private Client Wealth held 11,140 shares of Vanguard S&P 500 Value ETF worth $2.44M as of Q2 2026.
TD Private Client Wealth sold 575 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $124K.
Vanguard S&P 500 Value ETF made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #233 holding.
TD Private Client Wealth first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
TD Private Client Wealth's Vanguard S&P 500 Value ETF position peaked at $2.46M in Q4 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.