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Capasso Planning Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Capasso Planning Partners’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
Q2 		– Sell
-12,387
Closed -$2.28M – 101
2025
Q1 		$2.28M Buy
12,387
+123
+1% +$23K 0.96% 24
2024
Q4 		$2.26M Buy
12,264
+1,357
+12% +$260K 0.9% 25
2024
Q3 		$2.08M Buy
10,907
+6
+0.1% +$1.1K 0.61% 33
2024
Q2 		$1.92M Buy
10,901
+96
+0.9% +$16.9K 0.62% 40
2024
Q1 		$1.95M Buy
10,805
+18
+0.2% +$3.09K 0.81% 24
2023
Q4 		$1.81M Buy
10,787
+1,579
+17% +$245K 0.85% 23
2023
Q3 		$1.37M Buy
9,208
+398
+5% +$62.2K 0.73% 28
2023
Q2 		$1.37M Buy
8,810
+642
+8% +$95.6K 0.74% 29
2023
Q1 		$1.2M Sell
8,168
-523
-6% -$76.3K 0.7% 32
2022
Q4 		$1.22M Buy
8,691
+5,767
+197% +$796K 0.78% 30
2022
Q3 		$363K Buy
2,924
+1,237
+73% +$169K 0.25% 63
2022
Q2 		$224K Buy
+1,687
New +$241K 0.16% 77

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capasso Planning Partners's VOOV Position: Q2 2025 in Review

Capasso Planning Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2025, closing a stake of 12,387 shares — an estimated $2.28M sold.

Capasso Planning Partners first reported a position in VOOV in Q2 2022 and held it in 12 quarters. The position peaked at $2.28M in Q1 2025. 405 funds tracked by Wall St. Rank hold VOOV as of Q2 2025.

  • Capasso Planning Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 12,387 Vanguard S&P 500 Value ETF shares in Q2 2025, an estimated $2.28M.
  • Capasso Planning Partners first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and held it in 12 quarters.
  • Capasso Planning Partners's Vanguard S&P 500 Value ETF position peaked at $2.28M in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.