Focus Partners Wealth
VOOV icon

Focus Partners Wealth’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Focus Partners Wealth’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 		$2.33M Sell
11,413
-82
-0.7% -$17.2K ﹤0.01% 1251
2025
Q4 		$2.35M Buy
11,495
+3,366
+41% +$682K ﹤0.01% 1256
2025
Q3 		$1.62M Sell
8,129
-910
-10% -$177K ﹤0.01% 1094
2025
Q2 		$1.71M Buy
9,039
+1
+0% +$180 ﹤0.01% 952
2025
Q1 		$1.66M Buy
9,038
+1,092
+14% +$204K ﹤0.01% 904
2024
Q4 		$1.47M Sell
7,946
-12,642
-61% -$2.42M ﹤0.01% 943
2024
Q3 		$3.92M Buy
20,588
+13,930
+209% +$2.56M 0.01% 617
2024
Q2 		$1.17M Buy
6,658
+3,426
+106% +$604K ﹤0.01% 770
2024
Q1 		$583K Hold
3,232
– – ﹤0.01% 699
2023
Q4 		$543K Buy
+3,232
New +$502K 0.01% 561

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return