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Clear Perspectives Financial Planning’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$9.39M Buy
63,978
+59,476
+1,321% +$8.68M 5.26% 8
2022
Q4 		$631K Buy
+4,502
New +$622K 0.34% 33

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Clear Perspectives Financial Planning's VOOV Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1,321% in Q1 2023, buying an estimated $8.68M and bringing the position to 63,978 shares worth $9.39M. The position accounts for 5.26% of the portfolio, ranked #8.

Clear Perspectives Financial Planning first reported a position in VOOV in Q4 2022 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold VOOV as of Q1 2023.

  • Clear Perspectives Financial Planning held 63,978 shares of Vanguard S&P 500 Value ETF worth $9.39M as of Q1 2023.
  • Clear Perspectives Financial Planning bought 59,476 Vanguard S&P 500 Value ETF shares in Q1 2023, an estimated $8.68M.
  • Vanguard S&P 500 Value ETF made up 5.26% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #8 holding.
  • Clear Perspectives Financial Planning first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.