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Hamilton Point Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Hamilton Point Investment 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 		– Sell
-830
Closed -$159K – 174
2024
Q3 		$159K Buy
+830
New +$152K 0.03% 126

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hamilton Point Investment Advisors's VOOV Position: Q4 2024 in Review

Hamilton Point Investment Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2024, closing a stake of 830 shares — an estimated $159K sold.

Hamilton Point Investment Advisors first reported a position in VOOV in Q3 2024 and held it in 1 quarter. The position peaked at $159K in Q3 2024. 385 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

  • Hamilton Point Investment Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 830 Vanguard S&P 500 Value ETF shares in Q4 2024, an estimated $159K.
  • Hamilton Point Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and held it in 1 quarter.
  • Hamilton Point Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $159K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.