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

Advantage 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
2015
Q3 		– Sell
-80
Closed -$7K – 905
2015
Q2 		$7K Buy
+80
New +$7.27K ﹤0.01% 653

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advantage Investment Management's VOOV Position: Q3 2015 in Review

Advantage Investment Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2015, closing a stake of 80 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in VOOV in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 32 funds tracked by Wall St. Rank hold VOOV as of Q3 2015.

  • Advantage Investment Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Advantage Investment Management sold 80 Vanguard S&P 500 Value ETF shares in Q3 2015, an estimated $7K.
  • Advantage Investment Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2015 and held it in 1 quarter.
  • Advantage Investment Management's Vanguard S&P 500 Value ETF position peaked at $7K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2015.

Based on Advantage Investment Management's 13F filing for Q3 2015, filed 27 Mar 2017.