Turtle Creek Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$561K Sell
2,755
-996
-27% -$208K 0.04% 213
2025
Q4
$768K Hold
3,751
0.06% 183
2025
Q3
$748K Buy
+3,751
New +$728K 0.07% 162

Other funds holding VOOV

Turtle Creek Wealth Advisors's VOOV Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 27% in Q1 2026, selling an estimated $208K and leaving 2,755 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #213.

Turtle Creek Wealth Advisors first reported a position in VOOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $768K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Turtle Creek Wealth Advisors held 2,755 shares of Vanguard S&P 500 Value ETF worth $561K as of Q1 2026.
  • Turtle Creek Wealth Advisors sold 996 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $208K.
  • Vanguard S&P 500 Value ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #213 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $768K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.