Cardan Capital Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Cardan Capital 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
2021 Q3	$647K	Hold	4,597	–	–	0.07%	143
2021 Q2	$656K	Hold	4,597	–	–	0.07%	148
2021 Q1	$628K	Buy	4,597 +5	+0.1%	+$651	0.08%	141
2020 Q4	$568K	Hold	4,592	–	–	0.07%	135
2020 Q3	$500K	Hold	4,592	–	–	0.07%	146
2020 Q2	$480K	Hold	4,592	–	–	0.07%	138
2020 Q1	$428K	Hold	4,592	–	–	0.07%	132
2019 Q4	$577K	Hold	4,592	–	–	0.08%	128
2019 Q3	$528K	Hold	4,592	–	–	0.08%	132
2019 Q2	$516K	Hold	4,592	–	–	0.08%	124
2019 Q1	$499K	Hold	4,592	–	–	0.08%	124
2018 Q4	$448K	Hold	4,592	–	–	0.08%	116
2018 Q3	$513K	Hold	4,592	–	–	0.08%	122
2018 Q2	$488K	Hold	4,592	–	–	0.08%	121
2018 Q1	$484K	Buy	+4,592	New	+$506K	0.08%	119

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

SCM

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

HCM

HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Cardan Capital Partners's VOOV Position: Q3 2021 in Review

Cardan Capital Partners held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q3 2021 at 4,597 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #143.

Cardan Capital Partners first reported a position in VOOV in Q1 2018 and has held it in 15 quarters since. The position peaked at $656K in Q2 2021. 191 funds tracked by Wall St. Rank hold VOOV as of Q3 2021.

Cardan Capital Partners held 4,597 shares of Vanguard S&P 500 Value ETF worth $647K as of Q3 2021.
Cardan Capital Partners left its Vanguard S&P 500 Value ETF share count unchanged in Q3 2021.
Vanguard S&P 500 Value ETF made up 0.07% of Cardan Capital Partners's portfolio in Q3 2021, its #143 holding.
Cardan Capital Partners first reported a position in Vanguard S&P 500 Value ETF in Q1 2018 and has held it in 15 quarters since.
Cardan Capital Partners's Vanguard S&P 500 Value ETF position peaked at $656K in Q2 2021.
191 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.