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

Clarity 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
2024
Q1 		– Sell
-2,889
Closed -$485K – 134
2023
Q4 		$485K Buy
+2,889
New +$449K 0.34% 65

Other funds holding VOOV

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Pathstone Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarity Capital Partners's VOOV Position: Q1 2024 in Review

Clarity Capital Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2024, closing a stake of 2,889 shares — an estimated $485K sold.

Clarity Capital Partners first reported a position in VOOV in Q4 2023 and held it in 1 quarter. The position peaked at $485K in Q4 2023. 327 funds tracked by Wall St. Rank hold VOOV as of Q1 2024.

  • Clarity Capital Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Clarity Capital Partners sold 2,889 Vanguard S&P 500 Value ETF shares in Q1 2024, an estimated $485K.
  • Clarity Capital Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and held it in 1 quarter.
  • Clarity Capital Partners's Vanguard S&P 500 Value ETF position peaked at $485K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2024.

Based on Clarity Capital Partners's 13F filing for Q1 2024, filed 3 May 2024.