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World Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

World Investment Advisors’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 		$972K Sell
4,752
-26
-0.5% -$5.61K 0.02% 711
2026
Q1 		$974K Sell
4,778
-129
-3% -$27K 0.02% 717
2025
Q4 		$1.01M Sell
4,907
-273
-5% -$55.3K 0.02% 680
2025
Q3 		$1.03M Sell
5,180
-1,118
-18% -$217K 0.02% 555
2025
Q2 		$1.19M Sell
6,298
-143
-2% -$25.8K 0.03% 481
2025
Q1 		$1.19M Buy
6,441
+25
+0.4% +$4.68K 0.03% 456
2024
Q4 		$1.18M Sell
6,416
-23
-0.4% -$4.41K 0.03% 434
2024
Q3 		$1.23M Buy
6,439
+473
+8% +$86.8K 0.04% 388
2024
Q2 		$1.05M Sell
5,966
-329
-5% -$58K 0.07% 262
2024
Q1 		$1.14M Buy
6,295
+301
+5% +$51.7K 0.16% 126
2023
Q4 		$1.01M Buy
5,994
+810
+16% +$126K 0.13% 142
2023
Q3 		$774K Sell
5,184
-820
-14% -$128K 0.15% 112
2023
Q2 		$939K Buy
6,004
+584
+11% +$86.9K 0.18% 92
2023
Q1 		$795K Buy
5,420
+390
+8% +$56.9K 0.17% 100
2022
Q4 		$704K Sell
5,030
-150
-3% -$20.7K 0.16% 98
2022
Q3 		$647K Buy
5,180
+48
+0.9% +$6.57K 0.15% 107
2022
Q2 		$721K Sell
5,132
-127
-2% -$18.1K 0.15% 110
2022
Q1 		$793K Sell
5,259
-348
-6% -$51.8K 0.16% 104
2021
Q4 		$841K Buy
5,607
+178
+3% +$26.2K 0.18% 101
2021
Q3 		$768K Sell
5,429
-1,023
-16% -$147K 0.17% 96
2021
Q2 		$920K Sell
6,452
-155
-2% -$22.1K 0.21% 81
2021
Q1 		$946K Sell
6,607
-42
-0.6% -$5.46K 0.23% 76
2020
Q4 		$859K Sell
6,649
-367
-5% -$43K 0.22% 81
2020
Q3 		$764K Sell
7,016
-24
-0.3% -$2.63K 0.26% 64
2020
Q2 		$794K Buy
7,040
+221
+3% +$22.7K 0.28% 59
2020
Q1 		$636K Buy
6,819
+456
+7% +$52.3K 0.3% 54
2019
Q4 		$799K Sell
6,363
-39
-0.6% -$4.68K 0.31% 50
2019
Q3 		$740K Sell
6,402
-85
-1% -$9.62K 0.32% 44
2019
Q2 		$727K Sell
6,487
-409
-6% -$45.2K 0.32% 42
2019
Q1 		$750K Hold
6,896
– – 0.34% 41
2018
Q4 		$739K Buy
+6,896
New +$727K 0.33% 46

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

World Investment Advisors's VOOV Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.54% in Q2 2026, selling an estimated $5.61K and leaving 4,752 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #711.

World Investment Advisors first reported a position in VOOV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.23M in Q3 2024. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • World Investment Advisors held 4,752 shares of Vanguard S&P 500 Value ETF worth $972K as of Q2 2026.
  • World Investment Advisors sold 26 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $5.61K.
  • Vanguard S&P 500 Value ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #711 holding.
  • World Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $1.23M in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.