Tobias Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Tobias Financial 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	$933K	Sell	4,256 -167	-4%	-$36K	0.12%	72
2026 Q1	$901K	Hold	4,423	–	–	0.13%	74
2025 Q4	$906K	Hold	4,423	–	–	0.13%	76
2025 Q3	$882K	Buy	4,423 +25	+0.6%	+$4.85K	0.13%	74
2025 Q2	$830K	Hold	4,398	–	–	0.14%	71
2025 Q1	$810K	Hold	4,398	–	–	0.16%	61
2024 Q4	$811K	Hold	4,398	–	–	0.16%	57
2024 Q3	$839K	Hold	4,398	–	–	0.17%	54
2024 Q2	$773K	Hold	4,398	–	–	0.17%	54
2024 Q1	$794K	Hold	4,398	–	–	0.18%	56
2023 Q4	$739K	Hold	4,398	–	–	0.18%	55
2023 Q3	$654K	Hold	4,398	–	–	0.17%	60
2023 Q2	$685K	Hold	4,398	–	–	0.18%	58
2023 Q1	$645K	Hold	4,398	–	–	0.19%	55
2022 Q4	$616K	Hold	4,398	–	–	0.2%	60
2022 Q3	$546K	Hold	4,398	–	–	0.19%	60
2022 Q2	$584K	Hold	4,398	–	–	0.2%	57
2022 Q1	$663K	Buy	+4,398	New	+$654K	0.23%	52
2021 Q4	–	Sell	-4,398	Closed	-$619K	–	120
2021 Q3	$619K	Hold	4,398	–	–	0.23%	50
2021 Q2	$627K	Sell	4,398 -252	-5%	-$35.9K	0.25%	50
2021 Q1	$636K	Hold	4,650	–	–	0.27%	49
2020 Q4	$575K	Hold	4,650	–	–	0.26%	48
2020 Q3	$506K	Hold	4,650	–	–	0.28%	47
2020 Q2	$486K	Buy	+4,650	New	+$478K	0.29%	46

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

Tobias Financial Advisors's VOOV Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 3.8% in Q2 2026, selling an estimated $36K and leaving 4,256 shares worth $933K. The position accounts for 0.12% of the portfolio, ranked #72.

Tobias Financial Advisors first reported a position in VOOV in Q2 2020 and has held it in 24 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Tobias Financial Advisors held 4,256 shares of Vanguard S&P 500 Value ETF worth $933K as of Q2 2026.
Tobias Financial Advisors sold 167 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $36K.
Vanguard S&P 500 Value ETF made up 0.12% of Tobias Financial Advisors's portfolio in Q2 2026, its #72 holding.
Tobias Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2020 and has held it in 24 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.