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

WBH 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	$3.88M	Sell	17,708 -919	-5%	-$198K	0.26%	81
2026 Q1	$3.8M	Sell	18,627 -879	-5%	-$184K	0.28%	73
2025 Q4	$4M	Sell	19,506 -131	-0.7%	-$26.5K	0.3%	71
2025 Q3	$3.92M	Sell	19,637 -1,230	-6%	-$239K	0.3%	71
2025 Q2	$3.94M	Sell	20,867 -6,125	-23%	-$1.1M	0.34%	62
2025 Q1	$4.97M	Sell	26,992 -3,479	-11%	-$651K	0.46%	50
2024 Q4	$5.62M	Sell	30,471 -2,538	-8%	-$487K	0.52%	46
2024 Q3	$6.3M	Sell	33,009 -8,626	-21%	-$1.58M	0.6%	45
2024 Q2	$7.32M	Sell	41,635 -1,622	-4%	-$286K	0.74%	39
2024 Q1	$7.81M	Sell	43,257 -3,490	-7%	-$600K	0.8%	38
2023 Q4	$7.85M	Buy	46,747 +4,687	+11%	+$728K	0.87%	34
2023 Q3	$6.25M	Sell	42,060 -1,642	-4%	-$256K	0.77%	37
2023 Q2	$6.8M	Buy	43,702 +3,985	+10%	+$593K	0.81%	35
2023 Q1	$5.83M	Buy	+39,717	New	+$5.8M	0.73%	42
2022 Q3	$6.1M	Sell	49,156 -115,737	-70%	-$15.8M	0.88%	35
2022 Q2	$22M	Buy	+164,893	New	+$23.6M	2.94%	4

Other funds holding VOOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MAM

MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return

WBH Advisory's VOOV Position: Q2 2026 in Review

WBH Advisory reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 4.9% in Q2 2026, selling an estimated $198K and leaving 17,708 shares worth $3.88M. The position accounts for 0.26% of the portfolio, ranked #81.

WBH Advisory first reported a position in VOOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $22M in Q2 2022. 316 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

WBH Advisory held 17,708 shares of Vanguard S&P 500 Value ETF worth $3.88M as of Q2 2026.
WBH Advisory sold 919 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $198K.
Vanguard S&P 500 Value ETF made up 0.26% of WBH Advisory's portfolio in Q2 2026, its #81 holding.
WBH Advisory first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
WBH Advisory's Vanguard S&P 500 Value ETF position peaked at $22M in Q2 2022.
316 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.