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Boston Mountain Money Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Boston Mountain Money 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
2024
Q3 		$14.3M Buy
74,895
+8,866
+13% +$1.63M 8.29% 5
2024
Q2 		$11.6M Buy
66,029
+1,209
+2% +$213K 7.66% 5
2024
Q1 		$11.7M Buy
+64,820
New +$11.1M 8.01% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Boston Mountain Money Management's VOOV Position: Q3 2024 in Review

Boston Mountain Money Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 13% in Q3 2024, buying an estimated $1.63M and bringing the position to 74,895 shares worth $14.3M. The position accounts for 8.29% of the portfolio, ranked #5.

Boston Mountain Money Management first reported a position in VOOV in Q1 2024 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold VOOV as of Q3 2024.

  • Boston Mountain Money Management held 74,895 shares of Vanguard S&P 500 Value ETF worth $14.3M as of Q3 2024.
  • Boston Mountain Money Management bought 8,866 Vanguard S&P 500 Value ETF shares in Q3 2024, an estimated $1.63M.
  • Vanguard S&P 500 Value ETF made up 8.29% of Boston Mountain Money Management's portfolio in Q3 2024, its #5 holding.
  • Boston Mountain Money Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.