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

Western Wealth Management’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	$494K	Buy	2,252 +4	+0.2%	+$863	0.02%	678
2026 Q1	$458K	Sell	2,248 -65	-3%	-$13.6K	0.02%	666
2025 Q4	$474K	Sell	2,313 -103	-4%	-$20.9K	0.02%	530
2025 Q3	$482K	Buy	2,416 +6	+0.2%	+$1.17K	0.03%	452
2025 Q2	$455K	Sell	2,410 -12	-0.5%	-$2.16K	0.03%	433
2025 Q1	$446K	Sell	2,422 -158	-6%	-$29.6K	0.03%	422
2024 Q4	$476K	Sell	2,580 -92	-3%	-$17.6K	0.03%	476
2024 Q3	$510K	Buy	2,672 +7	+0.3%	+$1.28K	0.03%	462
2024 Q2	$468K	Sell	2,665 -49	-2%	-$8.64K	0.03%	384
2024 Q1	$490K	Sell	2,714 -109	-4%	-$18.7K	0.04%	367
2023 Q4	$474K	Buy	2,823 +49	+2%	+$7.61K	0.03%	433
2023 Q3	$413K	Sell	2,774 -246	-8%	-$38.4K	0.03%	430
2023 Q2	$470K	Hold	3,020	–	–	0.04%	384
2023 Q1	$443K	Buy	3,020 +5	+0.2%	+$730	0.04%	399
2022 Q4	$422K	Sell	3,015 -3,332	-52%	-$460K	0.04%	373
2022 Q3	$791K	Buy	6,347 +444	+8%	+$60.8K	0.05%	368
2022 Q2	$784K	Buy	5,903 +2,654	+82%	+$379K	0.05%	358
2022 Q1	$490K	Buy	+3,249	New	+$483K	0.02%	537
2019 Q3	–	Sell	-3,003	Closed	-$339K	–	425
2019 Q2	$339K	Buy	+3,003	New	+$332K	0.04%	287

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

Western Wealth Management's VOOV Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.18% in Q2 2026, buying an estimated $863 and bringing the position to 2,252 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #678.

Western Wealth Management first reported a position in VOOV in Q2 2019 and has held it in 19 quarters since. The position peaked at $791K in Q3 2022. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Western Wealth Management held 2,252 shares of Vanguard S&P 500 Value ETF worth $494K as of Q2 2026.
Western Wealth Management bought 4 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $863.
Vanguard S&P 500 Value ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #678 holding.
Western Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and has held it in 19 quarters since.
Western Wealth Management's Vanguard S&P 500 Value ETF position peaked at $791K in Q3 2022.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.