Cahaba Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Cahaba Wealth 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
2025 Q4	–	Sell	-1,259	Closed	-$251K	–	161
2025 Q3	$251K	Buy	1,259 +6	+0.5%	+$1.17K	0.02%	133
2025 Q2	$236K	Sell	1,253 -7	-0.6%	-$1.26K	0.02%	139
2025 Q1	$232K	Buy	1,260 +94	+8%	+$17.6K	0.02%	134
2024 Q4	$215K	Buy	1,166 +12	+1%	+$2.3K	0.02%	139
2024 Q3	$220K	Sell	1,154 -669	-37%	-$123K	0.02%	136
2024 Q2	$320K	Hold	1,823	–	–	0.03%	108
2024 Q1	$329K	Buy	1,823 +8	+0.4%	+$1.38K	0.03%	109
2023 Q4	$305K	Buy	1,815 +18	+1%	+$2.8K	0.03%	106
2023 Q3	$267K	Buy	1,797 +8	+0.4%	+$1.25K	0.03%	115
2023 Q2	$279K	Hold	1,789	–	–	0.03%	113
2023 Q1	$262K	Buy	1,789 +7	+0.4%	+$1.02K	0.03%	115
2022 Q4	$250K	Buy	+1,782	New	+$246K	0.03%	123

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cahaba Wealth Management's VOOV Position: Q4 2025 in Review

Cahaba Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 1,259 shares — an estimated $251K sold.

Cahaba Wealth Management first reported a position in VOOV in Q4 2022 and held it in 12 quarters. The position peaked at $329K in Q1 2024. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

Cahaba Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Cahaba Wealth Management sold 1,259 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $251K.
Cahaba Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and held it in 12 quarters.
Cahaba Wealth Management's Vanguard S&P 500 Value ETF position peaked at $329K in Q1 2024.
434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on Cahaba Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.