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Kiely Wealth Advisory Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.2M Sell
11,640
-954
-8% -$183K 1.41% 11
2024
Q3 		$2.45M Sell
12,594
-386
-3% -$70.9K 1.55% 10
2024
Q2 		$2.32M Buy
12,980
+1,706
+15% +$301K 1.28% 8
2024
Q1 		$1.97M Buy
11,274
+454
+4% +$78K 1.12% 8
2023
Q4 		$1.83M Buy
+10,820
New +$1.68M 1.06% 8

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's VOOV Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 7.6% in Q4 2024, selling an estimated $183K and leaving 11,640 shares worth $2.2M. The position accounts for 1.41% of the portfolio, ranked #11.

Kiely Wealth Advisory Group first reported a position in VOOV in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.45M in Q3 2024. 385 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

  • Kiely Wealth Advisory Group held 11,640 shares of Vanguard S&P 500 Value ETF worth $2.2M as of Q4 2024.
  • Kiely Wealth Advisory Group sold 954 Vanguard S&P 500 Value ETF shares in Q4 2024, an estimated $183K.
  • Vanguard S&P 500 Value ETF made up 1.41% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #11 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vanguard S&P 500 Value ETF position peaked at $2.45M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.