FHC
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First Heartland Consultants’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

First Heartland Consultants’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
Q1 		– Sell
-4,288
Closed -$791K – 486
2024
Q4 		$791K Buy
+4,288
New +$823K 0.08% 175

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Heartland Consultants's VOOV Position: Q1 2025 in Review

First Heartland Consultants sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2025, closing a stake of 4,288 shares — an estimated $791K sold.

First Heartland Consultants first reported a position in VOOV in Q4 2024 and held it in 1 quarter. The position peaked at $791K in Q4 2024. 392 funds tracked by Wall St. Rank hold VOOV as of Q1 2025.

  • First Heartland Consultants reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • First Heartland Consultants sold 4,288 Vanguard S&P 500 Value ETF shares in Q1 2025, an estimated $791K.
  • First Heartland Consultants first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and held it in 1 quarter.
  • First Heartland Consultants's Vanguard S&P 500 Value ETF position peaked at $791K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.