Geller Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Geller Advisors’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
2024 Q4	$1.56M	Buy	8,445 +94	+1%	+$18K	0.1%	49
2024 Q3	$1.6M	Buy	8,351 +513	+7%	+$94.2K	0.11%	47
2024 Q2	$1.39M	Buy	7,838 +286	+4%	+$50.4K	0.1%	55
2024 Q1	$1.36M	Sell	7,552 -1,756	-19%	-$302K	0.11%	51
2023 Q4	$1.56M	Buy	9,308 +93	+1%	+$14.5K	0.15%	41
2023 Q3	$1.38M	Buy	9,215 +41	+0.4%	+$6.4K	0.16%	32
2023 Q2	$1.43M	Hold	9,174	–	–	0.18%	34
2023 Q1	$1.35M	Buy	9,174 +36	+0.4%	+$5.25K	0.2%	24
2022 Q4	$1.28M	Buy	9,138 +3,540	+63%	+$489K	0.22%	22
2022 Q3	$700K	Hold	5,598	–	–	0.15%	33
2022 Q2	$744K	Sell	5,598 -1,170	-17%	-$167K	0.16%	36
2022 Q1	$1.02M	Buy	+6,768	New	+$1.01M	0.19%	30

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geller Advisors's VOOV Position: Q4 2024 in Review

Geller Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1.1% in Q4 2024, buying an estimated $18K and bringing the position to 8,445 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #49.

Geller Advisors first reported a position in VOOV in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.6M in Q3 2024. 385 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

Geller Advisors held 8,445 shares of Vanguard S&P 500 Value ETF worth $1.56M as of Q4 2024.
Geller Advisors bought 94 Vanguard S&P 500 Value ETF shares in Q4 2024, an estimated $18K.
Vanguard S&P 500 Value ETF made up 0.1% of Geller Advisors's portfolio in Q4 2024, its #49 holding.
Geller Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2022 and has held it in 12 quarters since.
Geller Advisors's Vanguard S&P 500 Value ETF position peaked at $1.6M in Q3 2024.
385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.