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

AA Financial 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 Q1	$310K	Sell	1,521 -42,188	-97%	-$8.83M	0.04%	178
2025 Q4	$8.95M	Sell	43,709 -1,694	-4%	-$343K	1.66%	17
2025 Q3	$9.06M	Buy	45,403 +350	+0.8%	+$67.9K	1.78%	16
2025 Q2	$8.5M	Buy	45,053 +8,812	+24%	+$1.59M	1.83%	17
2025 Q1	$6.68M	Buy	36,241 +2,693	+8%	+$504K	1.63%	24
2024 Q4	$6.19M	Buy	33,548 +642	+2%	+$123K	1.65%	22
2024 Q3	$6.28M	Buy	32,906 +694	+2%	+$127K	1.82%	19
2024 Q2	$5.66M	Sell	32,212 -182	-0.6%	-$32.1K	2%	14
2024 Q1	$5.85M	Sell	32,394 -702	-2%	-$121K	2.36%	11
2023 Q4	$5.56M	Buy	+33,096	New	+$5.14M	3.7%	12

Other funds holding VOOV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 $1.47T 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 Minneapolis, Minnesota $431B 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return