Cambridge Trust’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Cambridge Trust’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 Q1	$99.3K	Buy	+550	New	+$94.5K	﹤0.01%	345

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Trust's VOOV Position: Q1 2024 in Review

Cambridge Trust opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2024: 550 shares worth $99.3K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings.

327 funds tracked by Wall St. Rank hold VOOV as of Q1 2024.

Cambridge Trust held 550 shares of Vanguard S&P 500 Value ETF worth $99.3K as of Q1 2024.
Vanguard S&P 500 Value ETF was a new Cambridge Trust position in Q1 2024.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #345 holding.
327 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.