VSM Wealth Advisory’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

VSM Wealth Advisory’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	$272K	Buy	1,240 +124	+11%	+$26.8K	0.07%	101
2026 Q1	$227K	Hold	1,116	–	–	0.07%	102
2025 Q4	$229K	Buy	1,116 +25	+2%	+$5.06K	0.07%	98
2025 Q3	$218K	Hold	1,091	–	–	0.07%	85
2025 Q2	$206K	Sell	1,091 -477	-30%	-$85.9K	0.07%	94
2025 Q1	$289K	Hold	1,568	–	–	0.1%	74
2024 Q4	$289K	Buy	+1,568	New	+$301K	0.1%	71

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

VSM Wealth Advisory's VOOV Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard S&P 500 Value ETF (VOOV) stake by 11% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,240 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #101.

VSM Wealth Advisory first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2024. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

VSM Wealth Advisory held 1,240 shares of Vanguard S&P 500 Value ETF worth $272K as of Q2 2026.
VSM Wealth Advisory bought 124 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $26.8K.
Vanguard S&P 500 Value ETF made up 0.07% of VSM Wealth Advisory's portfolio in Q2 2026, its #101 holding.
VSM Wealth Advisory first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard S&P 500 Value ETF position peaked at $289K in Q4 2024.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.