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IEQ Capital’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

IEQ Capital’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 		$344K Buy
1,689
+7
+0.4% +$1.47K ﹤0.01% 1457
2025
Q4 		$344K Buy
1,682
+25
+2% +$5.06K ﹤0.01% 1479
2025
Q3 		$331K Buy
1,657
+8
+0.5% +$1.55K ﹤0.01% 1478
2025
Q2 		$311K Buy
1,649
+7
+0.4% +$1.26K ﹤0.01% 1375
2025
Q1 		$302K Buy
1,642
+8
+0.5% +$1.5K ﹤0.01% 1183
2024
Q4 		$301K Buy
1,634
+9
+0.6% +$1.73K ﹤0.01% 1025
2024
Q3 		$310K Buy
+1,625
New +$298K ﹤0.01% 918

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.56T 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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IEQ Capital's VOOV Position: Q1 2026 in Review

IEQ Capital increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.42% in Q1 2026, buying an estimated $1.47K and bringing the position to 1,689 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

IEQ Capital first reported a position in VOOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $344K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • IEQ Capital held 1,689 shares of Vanguard S&P 500 Value ETF worth $344K as of Q1 2026.
  • IEQ Capital bought 7 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $1.47K.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1457 holding.
  • IEQ Capital first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • IEQ Capital's Vanguard S&P 500 Value ETF position peaked at $344K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.