Wealth Alliance
VOOV icon

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

Wealth Alliance’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 		– Sell
-958
Closed -$210K – 617
2026
Q2 		$210K Buy
+958
New +$207K 0.02% 544
2020
Q2 		– Sell
-2,172
Closed -$203K – 320
2020
Q1 		$203K Buy
+2,172
New +$249K 0.11% 221

Other funds holding VOOV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Wealth Alliance's VOOV Position: Q3 2026 in Review

Wealth Alliance sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2026, closing a stake of 958 shares — an estimated $210K sold.

Wealth Alliance first reported a position in VOOV in Q1 2020 and held it in 2 quarters. The position peaked at $210K in Q2 2026. 409 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Wealth Alliance reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 958 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $210K.
  • Wealth Alliance first reported a position in Vanguard S&P 500 Value ETF in Q1 2020 and held it in 2 quarters.
  • Wealth Alliance's Vanguard S&P 500 Value ETF position peaked at $210K in Q2 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.