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

Mangham 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
2023
Q3 		– Sell
-2,734
Closed -$426K – 16
2023
Q2 		$426K Hold
2,734
– – 0.72% 13
2023
Q1 		$401K Sell
2,734
-214
-7% -$31.2K 0.63% 14
2022
Q4 		$413K Buy
2,948
+39
+1% +$5.38K 0.6% 13
2022
Q3 		$361K Hold
2,909
– – 0.43% 12
2022
Q2 		$387K Buy
+2,909
New +$415K 0.41% 10

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Mangham Associates's VOOV Position: Q3 2023 in Review

Mangham Associates sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2023, closing a stake of 2,734 shares — an estimated $426K sold.

Mangham Associates first reported a position in VOOV in Q2 2022 and held it in 5 quarters. The position peaked at $426K in Q2 2023. 291 funds tracked by Wall St. Rank hold VOOV as of Q3 2023.

  • Mangham Associates reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Mangham Associates sold 2,734 Vanguard S&P 500 Value ETF shares in Q3 2023, an estimated $426K.
  • Mangham Associates first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and held it in 5 quarters.
  • Mangham Associates's Vanguard S&P 500 Value ETF position peaked at $426K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.