EFG Capital International’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

EFG Capital International’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 Q2	$279K	Buy	+1,794	New	+$267K	0.06%	130

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

EFG Capital International's VOOV Position: Q2 2023 in Review

EFG Capital International opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2023: 1,794 shares worth $279K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings.

287 funds tracked by Wall St. Rank hold VOOV as of Q2 2023.

EFG Capital International held 1,794 shares of Vanguard S&P 500 Value ETF worth $279K as of Q2 2023.
Vanguard S&P 500 Value ETF was a new EFG Capital International position in Q2 2023.
Vanguard S&P 500 Value ETF made up 0.06% of EFG Capital International's portfolio in Q2 2023, its #130 holding.
287 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.