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Lane & Associates’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lane & Associates’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
Q1 		$5.75M Sell
31,202
-342
-1% -$64K 3.1% 9
2024
Q4 		$5.99M Sell
31,544
-2,150
-6% -$412K 3.09% 5
2024
Q3 		$6.43M Sell
33,694
-3,359
-9% -$617K 3.5% 6
2024
Q2 		$6.51M Sell
37,053
-10,186
-22% -$1.8M 3.84% 5
2024
Q1 		$8.53M Buy
47,239
+844
+2% +$145K 5.37% 3
2023
Q4 		$7.79M Sell
46,395
-3,197
-6% -$497K 5.67% 2
2023
Q3 		$7.37M Sell
49,592
-5,732
-10% -$895K 5.92% 2
2023
Q2 		$8.61M Sell
55,324
-5,080
-8% -$756K 6.85% 2
2023
Q1 		$8.86M Sell
60,404
-4,208
-7% -$614K 7.9% 2
2022
Q4 		$9.05M Buy
+64,612
New +$8.92M 8.57% 2

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lane & Associates's VOOV Position: Q1 2025 in Review

Lane & Associates reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.1% in Q1 2025, selling an estimated $64K and leaving 31,202 shares worth $5.75M. The position accounts for 3.1% of the portfolio, ranked #9.

Lane & Associates first reported a position in VOOV in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.05M in Q4 2022. 392 funds tracked by Wall St. Rank hold VOOV as of Q1 2025.

  • Lane & Associates held 31,202 shares of Vanguard S&P 500 Value ETF worth $5.75M as of Q1 2025.
  • Lane & Associates sold 342 Vanguard S&P 500 Value ETF shares in Q1 2025, an estimated $64K.
  • Vanguard S&P 500 Value ETF made up 3.1% of Lane & Associates's portfolio in Q1 2025, its #9 holding.
  • Lane & Associates first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Vanguard S&P 500 Value ETF position peaked at $9.05M in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.