Wealth Enhancement Advisory Services
VOOV icon

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

Wealth Enhancement Advisory Services’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 		$4.42M Sell
19,872
-12,257
-38% -$2.64M 0.01% 1085
2026
Q1 		$6.57M Sell
32,129
-9,470
-23% -$1.98M 0.01% 764
2025
Q4 		$8.7M Buy
41,599
+13,015
+46% +$2.64M 0.01% 748
2025
Q3 		$5.74M Buy
28,584
+326
+1% +$63.3K 0.01% 883
2025
Q2 		$5.42M Sell
28,258
-676
-2% -$122K 0.01% 860
2025
Q1 		$5.33M Sell
28,934
-4,242
-13% -$794K 0.01% 812
2024
Q4 		$6.12M Buy
33,176
+7,019
+27% +$1.35M 0.01% 728
2024
Q3 		$4.99M Sell
26,157
-193
-0.7% -$35.4K 0.01% 720
2024
Q2 		$4.63M Buy
26,350
+1,626
+7% +$287K 0.01% 709
2024
Q1 		$4.46M Buy
24,724
+3,392
+16% +$583K 0.01% 697
2023
Q4 		$3.58M Sell
21,332
-361
-2% -$56.1K 0.01% 702
2023
Q3 		$3.23M Buy
21,693
+18,966
+695% +$2.96M 0.01% 690
2023
Q2 		$425K Buy
2,727
+1,341
+97% +$200K ﹤0.01% 374
2023
Q1 		$203K Buy
1,386
+19
+1% +$2.77K ﹤0.01% 503
2022
Q4 		$202K Buy
+1,367
New +$189K ﹤0.01% 316
2022
Q2 		– Sell
-1,367
Closed -$206K – 371
2022
Q1 		$206K Hold
1,367
– – ﹤0.01% 310
2021
Q4 		$204K Buy
+1,367
New +$201K ﹤0.01% 289

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's VOOV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 38% in Q2 2026, selling an estimated $2.64M and leaving 19,872 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #1085.

Wealth Enhancement Advisory Services first reported a position in VOOV in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.7M in Q4 2025. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,872 shares of Vanguard S&P 500 Value ETF worth $4.42M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 12,257 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $2.64M.
  • Vanguard S&P 500 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1085 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard S&P 500 Value ETF position peaked at $8.7M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.