Verus Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Verus Wealth Management’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	$726K	Sell	3,313 -245	-7%	-$52.9K	0.6%	32
2026 Q1	$725K	Buy	3,558 +27	+0.8%	+$5.65K	0.67%	30
2025 Q4	$723K	Sell	3,531 -235	-6%	-$47.6K	0.67%	30
2025 Q3	$751K	Sell	3,766 -32	-0.8%	-$6.21K	0.7%	30
2025 Q2	$717K	Buy	3,798 +159	+4%	+$28.6K	0.72%	30
2025 Q1	$670K	Hold	3,639	–	–	0.73%	28
2024 Q4	$671K	Buy	+3,639	New	+$698K	0.75%	29

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

Verus Wealth Management's VOOV Position: Q2 2026 in Review

Verus Wealth Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 6.9% in Q2 2026, selling an estimated $52.9K and leaving 3,313 shares worth $726K. The position accounts for 0.6% of the portfolio, ranked #32.

Verus Wealth Management first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $751K in Q3 2025. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Verus Wealth Management held 3,313 shares of Vanguard S&P 500 Value ETF worth $726K as of Q2 2026.
Verus Wealth Management sold 245 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $52.9K.
Vanguard S&P 500 Value ETF made up 0.6% of Verus Wealth Management's portfolio in Q2 2026, its #32 holding.
Verus Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Verus Wealth Management's Vanguard S&P 500 Value ETF position peaked at $751K in Q3 2025.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.