Envestnet Portfolio Solutions
VOOV icon

Envestnet Portfolio Solutions’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-6,067
Closed -$1.24M – 1522
2025
Q4 		$1.24M Buy
6,067
+414
+7% +$83.8K ﹤0.01% 692
2025
Q3 		$1.13M Sell
5,653
-1,797
-24% -$349K ﹤0.01% 701
2025
Q2 		$1.41M Sell
7,450
-1,833
-20% -$330K 0.01% 676
2025
Q1 		$1.71M Buy
9,283
+1,478
+19% +$277K 0.01% 630
2024
Q4 		$1.44M Buy
7,805
+1,493
+24% +$286K ﹤0.01% 785
2024
Q3 		$1.2M Buy
6,312
+2,182
+53% +$401K ﹤0.01% 827
2024
Q2 		$726K Buy
4,130
+518
+14% +$91.3K ﹤0.01% 978
2024
Q1 		$652K Buy
3,612
+1,316
+57% +$226K ﹤0.01% 1006
2023
Q4 		$386K Buy
2,296
+378
+20% +$58.7K ﹤0.01% 1168
2023
Q3 		$285K Buy
+1,918
New +$300K ﹤0.01% 1254

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions's VOOV Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 6,067 shares — an estimated $1.24M sold.

Envestnet Portfolio Solutions first reported a position in VOOV in Q3 2023 and held it in 10 quarters. The position peaked at $1.71M in Q1 2025. 436 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,067 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $1.24M.
  • Envestnet Portfolio Solutions first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Vanguard S&P 500 Value ETF position peaked at $1.71M in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.