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McClarren Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

McClarren Financial Advisors’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
Q3 		– Sell
-175
Closed – – 359
2024
Q2 		$0 Buy
+175
New +$30.8K ﹤0.01% 374

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

McClarren Financial Advisors's VOOV Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2024, closing a stake of 175 shares.

McClarren Financial Advisors first reported a position in VOOV in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 355 funds tracked by Wall St. Rank hold VOOV as of Q3 2024.

  • McClarren Financial Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 175 Vanguard S&P 500 Value ETF shares in Q3 2024.
  • McClarren Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and held it in 1 quarter.
  • McClarren Financial Advisors's Vanguard S&P 500 Value ETF position peaked at $0 in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.