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Founders Capital Management (Texas)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Founders Capital Management (Texas)’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 		– Sell
-358
Closed -$53K – 408
2023
Q1 		$53K Buy
+358
New +$52.3K 0.04% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $422M AUM 16.59% 1-Year Est. Return

Founders Capital Management (Texas)'s VOOV Position: Q2 2023 in Review

Founders Capital Management (Texas) sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2023, closing a stake of 358 shares — an estimated $53K sold.

Founders Capital Management (Texas) first reported a position in VOOV in Q1 2023 and held it in 1 quarter. The position peaked at $53K in Q1 2023. 287 funds tracked by Wall St. Rank hold VOOV as of Q2 2023.

  • Founders Capital Management (Texas) reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 358 Vanguard S&P 500 Value ETF shares in Q2 2023, an estimated $53K.
  • Founders Capital Management (Texas) first reported a position in Vanguard S&P 500 Value ETF in Q1 2023 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s Vanguard S&P 500 Value ETF position peaked at $53K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2023, filed 7 Jul 2023.