Westside Investment Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Westside Investment 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	$14.8K	Hold	66	–	–	﹤0.01%	1021
2026 Q1	$13.7K	Hold	66	–	–	﹤0.01%	1025
2025 Q4	$13.7K	Hold	66	–	–	﹤0.01%	996
2025 Q3	$13.3K	Buy	66 +1	+2%	+$194	﹤0.01%	1024
2025 Q2	$12.5K	Buy	65 +40	+160%	+$7.2K	﹤0.01%	856
2025 Q1	$4.74K	Hold	25	–	–	﹤0.01%	782
2024 Q4	$4.74K	Hold	25	–	–	﹤0.01%	781
2024 Q3	$4.64K	Hold	25	–	–	﹤0.01%	791
2024 Q2	$4.44K	Hold	25	–	–	﹤0.01%	778
2024 Q1	$4.53K	Hold	25	–	–	﹤0.01%	738
2023 Q4	$4.22K	Buy	+25	New	+$3.88K	﹤0.01%	711

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

Westside Investment Management's VOOV Position: Q2 2026 in Review

Westside Investment Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 66 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Westside Investment Management first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Westside Investment Management held 66 shares of Vanguard S&P 500 Value ETF worth $14.8K as of Q2 2026.
Westside Investment Management left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1021 holding.
Westside Investment Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.