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Institutional & Family Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-28
Closed -$4K – 977
2021
Q2 		$4K Buy
+28
New +$3.99K ﹤0.01% 761

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
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
HCM
HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Institutional & Family Asset Management's VOOV Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2021, closing a stake of 28 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in VOOV in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 191 funds tracked by Wall St. Rank hold VOOV as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 28 Vanguard S&P 500 Value ETF shares in Q3 2021, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Vanguard S&P 500 Value ETF position peaked at $4K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.