Choreo LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Choreo LLC’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
2026 Q1	$1.03M	Buy	5,083 +6	+0.1%	+$1.26K	0.01%	604
2025 Q4	$1.05M	Buy	5,077 +4	+0.1%	+$810	0.01%	580
2025 Q3	$1.01M	Buy	5,073 +261	+5%	+$50.7K	0.01%	597
2025 Q2	$908K	Hold	4,812	–	–	0.01%	629
2025 Q1	$886K	Sell	4,812 -15	-0.3%	-$2.81K	0.01%	598
2024 Q4	$890K	Buy	4,827 +4	+0.1%	+$767	0.01%	620
2024 Q3	$917K	Buy	4,823 +7	+0.1%	+$1.28K	0.01%	604
2024 Q2	$845K	Buy	+4,816	New	+$849K	0.01%	581
2023 Q3	–	Sell	-1,309	Closed	-$205K	–	484
2023 Q2	$205K	Buy	+1,309	New	+$195K	0.01%	445

Other funds holding VOOV

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Corient Private Wealth

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return