Wealthspire Advisors (New York)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Wealthspire Advisors (New York)’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	$1.9M	Buy	8,680 +2,018	+30%	+$435K	0.01%	427
2026 Q1	$1.36M	Buy	6,662 +2,043	+44%	+$428K	0.01%	351
2025 Q4	$946K	Sell	4,619 -4,755	-51%	-$963K	0.01%	442
2025 Q3	$1.87M	Sell	9,374 -252	-3%	-$48.9K	0.01%	284
2025 Q2	$1.82M	Sell	9,626 -2,316	-19%	-$417K	0.01%	292
2025 Q1	$2.2M	Buy	11,942 +5,757	+93%	+$1.08M	0.01%	261
2024 Q4	$1.14M	Sell	6,185 -138	-2%	-$26.5K	0.01%	347
2024 Q3	$1.21M	Buy	6,323 +1,285	+26%	+$236K	0.01%	339
2024 Q2	$886K	Sell	5,038 -515	-9%	-$90.8K	0.01%	335
2024 Q1	$1M	Buy	5,553 +403	+8%	+$69.2K	0.01%	315
2023 Q4	$865K	Buy	5,150 +1,545	+43%	+$240K	0.01%	334
2023 Q3	$536K	Sell	3,605 -103	-3%	-$16.1K	0.01%	378
2023 Q2	$577K	Sell	3,708 -6	-0.2%	-$893	0.01%	338
2023 Q1	$545K	Sell	3,714 -50	-1%	-$7.3K	0.01%	339
2022 Q4	$527K	Hold	3,764	–	–	0.01%	358
2022 Q3	$467K	Buy	+3,764	New	+$515K	0.01%	343

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

Wealthspire Advisors (New York)'s VOOV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard S&P 500 Value ETF (VOOV) stake by 30% in Q2 2026, buying an estimated $435K and bringing the position to 8,680 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #427.

Wealthspire Advisors (New York) first reported a position in VOOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.2M in Q1 2025. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Wealthspire Advisors (New York) held 8,680 shares of Vanguard S&P 500 Value ETF worth $1.9M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,018 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $435K.
Vanguard S&P 500 Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #427 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Vanguard S&P 500 Value ETF position peaked at $2.2M in Q1 2025.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.