Consolidated Portfolio Review Corp’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-3,159	Closed	-$630K	–	410
2025 Q3	$630K	Sell	3,159 -68	-2%	-$13.2K	0.08%	239
2025 Q2	$609K	Sell	3,227 -76	-2%	-$13.7K	0.08%	227
2025 Q1	$608K	Sell	3,303 -112	-3%	-$21K	0.1%	201
2024 Q4	$630K	Sell	3,415 -14	-0.4%	-$2.69K	0.1%	205
2024 Q3	$654K	Buy	3,429 +175	+5%	+$32.1K	0.15%	164
2024 Q2	$572K	Buy	3,254 +185	+6%	+$32.6K	0.13%	171
2024 Q1	$554K	Buy	3,069 +13	+0.4%	+$2.23K	0.15%	148
2023 Q4	$513K	Buy	3,056 +1,671	+121%	+$260K	0.12%	172
2023 Q3	$206K	Buy	+1,385	New	+$216K	0.05%	292

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Align Financial Hermantown, Minnesota $202M AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's VOOV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 3,159 shares — an estimated $630K sold.

Consolidated Portfolio Review Corp first reported a position in VOOV in Q3 2023 and held it in 9 quarters. The position peaked at $654K in Q3 2024. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 3,159 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $630K.
Consolidated Portfolio Review Corp first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and held it in 9 quarters.
Consolidated Portfolio Review Corp's Vanguard S&P 500 Value ETF position peaked at $654K in Q3 2024.
434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.