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Howe & Rusling’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-14
Closed -$2.79K – 510
2025
Q3 		$2.79K Buy
14
+2
+17% +$388 ﹤0.01% 441
2025
Q2 		$2.27K Buy
+12
New +$2.16K ﹤0.01% 451

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's VOOV Position: Q4 2025 in Review

Howe & Rusling sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 14 shares — an estimated $2.79K sold.

Howe & Rusling first reported a position in VOOV in Q2 2025 and held it in 2 quarters. The position peaked at $2.79K in Q3 2025. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

  • Howe & Rusling reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Howe & Rusling sold 14 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $2.79K.
  • Howe & Rusling first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and held it in 2 quarters.
  • Howe & Rusling's Vanguard S&P 500 Value ETF position peaked at $2.79K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.