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 Q3	$250K	Hold	1,133	–	–	0.06%	214
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

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

MMA Asset Management Conshohocken, Pennsylvania $315M AUM 13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

TrueWealth Advisors's VOOV Position: Q3 2026 in Review

TrueWealth Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q3 2026 at 1,133 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #214.

TrueWealth Advisors first reported a position in VOOV in Q1 2024 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

TrueWealth Advisors held 1,133 shares of Vanguard S&P 500 Value ETF worth $250K as of Q3 2026.
TrueWealth Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q3 2026.
Vanguard S&P 500 Value ETF made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #214 holding.
TrueWealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
219 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.