Zhang Financial’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Zhang Financial’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	$27.2M	Buy	124,151 +16,276	+15%	+$3.51M	0.79%	30
2026 Q1	$22M	Buy	107,875 +4,462	+4%	+$934K	0.76%	30
2025 Q4	$21.2M	Sell	103,413 -2,469	-2%	-$500K	0.79%	27
2025 Q3	$21.1M	Sell	105,882 -899	-0.8%	-$175K	0.86%	25
2025 Q2	$20.2M	Sell	106,781 -2,185	-2%	-$394K	0.93%	24
2025 Q1	$20.1M	Sell	108,966 -1,709	-2%	-$320K	1.06%	19
2024 Q4	$20.4M	Buy	110,675 +7,653	+7%	+$1.47M	1.17%	18
2024 Q3	$19.6M	Buy	103,022 +27,106	+36%	+$4.98M	1.24%	17
2024 Q2	$13.3M	Buy	75,916 +28,389	+60%	+$5M	0.93%	22
2024 Q1	$8.58M	Buy	47,527 +24,935	+110%	+$4.28M	0.64%	29
2023 Q4	$3.79M	Buy	22,592 +15,670	+226%	+$2.44M	0.33%	44
2023 Q3	$1.03M	Buy	+6,922	New	+$1.08M	0.1%	110

Other funds holding VOOV

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

AGP

Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return

Zhang Financial's VOOV Position: Q2 2026 in Review

Zhang Financial increased its Vanguard S&P 500 Value ETF (VOOV) stake by 15% in Q2 2026, buying an estimated $3.51M and bringing the position to 124,151 shares worth $27.2M. The position accounts for 0.79% of the portfolio, ranked #30.

Zhang Financial first reported a position in VOOV in Q3 2023 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Zhang Financial held 124,151 shares of Vanguard S&P 500 Value ETF worth $27.2M as of Q2 2026.
Zhang Financial bought 16,276 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $3.51M.
Vanguard S&P 500 Value ETF made up 0.79% of Zhang Financial's portfolio in Q2 2026, its #30 holding.
Zhang Financial first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
201 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.