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Marshall Investment Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Marshall Investment 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
2026
Q1 		$520K Buy
2,553
+520
+26% +$109K 0.25% 56
2025
Q4 		$416K Sell
2,033
-382
-16% -$77.4K 0.21% 62
2025
Q3 		$482K Buy
+2,415
New +$469K 0.26% 53
2025
Q2 		– Sell
-2,751
Closed -$507K – 220
2025
Q1 		$507K Buy
2,751
+361
+15% +$67.5K 0.31% 50
2024
Q4 		$456K Buy
+2,390
New +$458K 0.27% 52

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marshall Investment Management's VOOV Position: Q1 2026 in Review

Marshall Investment Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 26% in Q1 2026, buying an estimated $109K and bringing the position to 2,553 shares worth $520K. The position accounts for 0.25% of the portfolio, ranked #56.

Marshall Investment Management first reported a position in VOOV in Q4 2024 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Marshall Investment Management held 2,553 shares of Vanguard S&P 500 Value ETF worth $520K as of Q1 2026.
  • Marshall Investment Management bought 520 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $109K.
  • Vanguard S&P 500 Value ETF made up 0.25% of Marshall Investment Management's portfolio in Q1 2026, its #56 holding.
  • Marshall Investment Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.