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

Janiczek 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
2024 Q2	$39.6K	Hold	225	–	–	0.01%	439
2024 Q1	$40.6K	Hold	225	–	–	0.01%	437
2023 Q4	$37.8K	Hold	225	–	–	0.01%	439
2023 Q3	$33.5K	Hold	225	–	–	0.01%	429
2023 Q2	$35K	Hold	225	–	–	0.01%	366
2023 Q1	$33.1K	Hold	225	–	–	0.01%	365
2022 Q4	$33.2K	Hold	225	–	–	0.01%	372
2022 Q3	$28K	Hold	225	–	–	0.01%	400
2022 Q2	$32K	Hold	225	–	–	0.01%	382
2022 Q1	$34K	Hold	225	–	–	0.01%	370
2021 Q4	$34K	Hold	225	–	–	0.01%	380
2021 Q3	$32K	Hold	225	–	–	0.01%	373
2021 Q2	$32K	Hold	225	–	–	0.01%	340
2021 Q1	$31K	Buy	+225	New	+$29.3K	0.01%	324

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Janiczek Wealth Management's VOOV Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2024 at 225 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #439.

Janiczek Wealth Management first reported a position in VOOV in Q1 2021 and has held it in 14 quarters since. The position peaked at $40.6K in Q1 2024. 329 funds tracked by Wall St. Rank hold VOOV as of Q2 2024.

Janiczek Wealth Management held 225 shares of Vanguard S&P 500 Value ETF worth $39.6K as of Q2 2024.
Janiczek Wealth Management left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2024.
Vanguard S&P 500 Value ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #439 holding.
Janiczek Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Vanguard S&P 500 Value ETF position peaked at $40.6K in Q1 2024.
329 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.