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

Atomi Financial Group’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 		$305K Buy
1,498
+152
+11% +$31.8K 0.01% 939
2025
Q4 		$276K Hold
1,346
– – 0.01% 981
2025
Q3 		$268K Buy
1,346
+2
+0.1% +$388 0.01% 952
2025
Q2 		$254K Sell
1,344
-63
-4% -$11.3K 0.01% 911
2025
Q1 		$259K Sell
1,407
-17
-1% -$3.18K 0.01% 843
2024
Q4 		$263K Buy
+1,424
New +$273K 0.01% 785

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.56T 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
Ameriprise Minneapolis, Minnesota $432B 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group's VOOV Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 11% in Q1 2026, buying an estimated $31.8K and bringing the position to 1,498 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #939.

Atomi Financial Group first reported a position in VOOV in Q4 2024 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Atomi Financial Group held 1,498 shares of Vanguard S&P 500 Value ETF worth $305K as of Q1 2026.
  • Atomi Financial Group bought 152 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $31.8K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #939 holding.
  • Atomi Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.