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Buckingham Strategic Wealth’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$526K Hold
2,993
– – 0.01% 456
2024
Q1 		$540K Hold
2,993
– – 0.01% 442
2023
Q4 		$503K Hold
2,993
– – 0.01% 444
2023
Q3 		$445K Hold
2,993
– – 0.01% 444
2023
Q2 		$466K Sell
2,993
-123
-4% -$18.3K 0.01% 441
2023
Q1 		$436K Hold
3,116
– – 0.01% 408
2022
Q4 		$436K Sell
3,116
-155
-5% -$21.4K 0.01% 410
2022
Q3 		$406K Hold
3,271
– – 0.01% 408
2022
Q2 		$435K Sell
3,271
-100
-3% -$14.3K 0.01% 397
2022
Q1 		$508K Hold
3,371
– – 0.01% 366
2021
Q4 		$510K Sell
3,371
-50
-1% -$7.36K 0.01% 363
2021
Q3 		$481K Sell
3,421
-964
-22% -$139K 0.01% 364
2021
Q2 		$626K Sell
4,385
-966
-18% -$138K 0.02% 314
2021
Q1 		$731K Sell
5,351
-100
-2% -$13K 0.04% 269
2020
Q4 		$674K Buy
5,451
+100
+2% +$11.7K 0.04% 271
2020
Q3 		$583K Sell
5,351
-100
-2% -$10.9K 0.04% 241
2020
Q2 		$570K Sell
5,451
-1,707
-24% -$175K 0.05% 201
2020
Q1 		$668K Buy
7,158
+4,432
+163% +$509K 0.06% 219
2019
Q4 		$342K Hold
2,726
– – 0.03% 326
2019
Q3 		$313K Sell
2,726
-181
-6% -$20.5K 0.03% 317
2019
Q2 		$327K Sell
2,907
-90
-3% -$9.96K 0.04% 316
2019
Q1 		$326K Hold
2,997
– – 0.04% 299
2018
Q4 		$292K Sell
2,997
-1,421
-32% -$150K 0.04% 271
2018
Q3 		$494K Sell
4,418
-90
-2% -$9.96K 0.08% 194
2018
Q2 		$479K Hold
4,508
– – 0.08% 181
2018
Q1 		$475K Sell
4,508
-1,513
-25% -$167K 0.09% 174
2017
Q4 		$662K Sell
6,021
-5,931
-50% -$633K 0.14% 137
2017
Q3 		$1.24M Sell
11,952
-604
-5% -$61.6K 0.3% 80
2017
Q2 		$1.27M Buy
+12,556
New +$1.26M 0.3% 78

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Buckingham Strategic Wealth's VOOV Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2024 at 2,993 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #456.

Buckingham Strategic Wealth first reported a position in VOOV in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.27M in Q2 2017. 329 funds tracked by Wall St. Rank hold VOOV as of Q2 2024.

  • Buckingham Strategic Wealth held 2,993 shares of Vanguard S&P 500 Value ETF worth $526K as of Q2 2024.
  • Buckingham Strategic Wealth left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2024.
  • Vanguard S&P 500 Value ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #456 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard S&P 500 Value ETF in Q2 2017 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's Vanguard S&P 500 Value ETF position peaked at $1.27M in Q2 2017.
  • 329 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.