BWG
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Balanced Wealth Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Balanced Wealth 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 		$4.09M Sell
20,078
-419
-2% -$87.7K 1.46% 17
2025
Q4 		$4.1M Buy
20,497
+371
+2% +$75.1K 1.5% 16
2025
Q3 		$3.84M Sell
20,126
-276
-1% -$53.6K 1.68% 15
2025
Q2 		$3.89M Buy
20,402
+166
+0.8% +$29.9K 1.69% 15
2025
Q1 		$3.73M Buy
20,236
+4,408
+28% +$825K 1.8% 14
2024
Q4 		$3M Buy
15,828
+20
+0.1% +$3.84K 1.35% 17
2024
Q3 		$3.01M Sell
15,808
-46
-0.3% -$8.45K 1.33% 18
2024
Q2 		$2.77M Buy
15,854
+298
+2% +$52.5K 1.26% 18
2024
Q1 		$2.76M Buy
15,556
+186
+1% +$32K 1.23% 18
2023
Q4 		$2.58M Buy
+15,370
New +$2.39M 1.34% 19

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