WWM
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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
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% 395
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's VOOV Position: Q1 2026 in Review

Western Wealth Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 2.8% in Q1 2026, selling an estimated $13.6K and leaving 2,248 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #666.

Western Wealth Management first reported a position in VOOV in Q2 2019 and has held it in 18 quarters since. The position peaked at $791K in Q3 2022. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Western Wealth Management held 2,248 shares of Vanguard S&P 500 Value ETF worth $458K as of Q1 2026.
  • Western Wealth Management sold 65 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $13.6K.
  • Vanguard S&P 500 Value ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #666 holding.
  • Western Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and has held it in 18 quarters since.
  • Western Wealth Management's Vanguard S&P 500 Value ETF position peaked at $791K in Q3 2022.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.