Iron Horse Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Iron Horse Wealth 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
2025 Q2	$21.1K	Buy	+112	New	+$20.2K	0.01%	207
2022 Q3	–	Sell	-3	Closed	–	–	287
2022 Q2	$0	Buy	+3	New	+$428	﹤0.01%	324

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iron Horse Wealth Management's VOOV Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2025: 112 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Iron Horse Wealth Management previously reported a position in VOOV as recently as Q2 2022.

Iron Horse Wealth Management first reported a position in VOOV in Q2 2022 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold VOOV as of Q2 2025.

Iron Horse Wealth Management held 112 shares of Vanguard S&P 500 Value ETF worth $21.1K as of Q2 2025.
Vanguard S&P 500 Value ETF was a new Iron Horse Wealth Management position in Q2 2025.
Vanguard S&P 500 Value ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #207 holding.
Iron Horse Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 2 quarters since.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.