TA
VOOV icon

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

TrueWealth 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 		$248K Hold
1,133
– – 0.06% 216
2026
Q1 		$231K Hold
1,133
– – 0.06% 219
2025
Q4 		$232K Hold
1,133
– – 0.06% 216
2025
Q3 		$226K Hold
1,133
– – 0.06% 211
2025
Q2 		$214K Hold
1,133
– – 0.06% 210
2025
Q1 		$209K Hold
1,133
– – 0.07% 200
2024
Q4 		$209K Hold
1,133
– – 0.07% 214
2024
Q3 		$216K Buy
+1,133
New +$208K 0.07% 213
2024
Q2 		– Sell
-1,133
Closed -$204K – 235
2024
Q1 		$204K Buy
+1,133
New +$195K 0.08% 202

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TrueWealth Advisors's VOOV Position: Q2 2026 in Review

TrueWealth Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,133 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #216.

TrueWealth Advisors first reported a position in VOOV in Q1 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • TrueWealth Advisors held 1,133 shares of Vanguard S&P 500 Value ETF worth $248K as of Q2 2026.
  • TrueWealth Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #216 holding.
  • TrueWealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.