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Merriman Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Merriman Wealth 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
2024
Q4 		$201K Hold
1,092
– – 0.01% 202
2024
Q3 		$208K Buy
+1,092
New +$200K 0.01% 207

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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 $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merriman Wealth Management's VOOV Position: Q4 2024 in Review

Merriman Wealth Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q4 2024 at 1,092 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #202.

Merriman Wealth Management first reported a position in VOOV in Q3 2024 and has held it in 2 quarters since. The position peaked at $208K in Q3 2024. 385 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

  • Merriman Wealth Management held 1,092 shares of Vanguard S&P 500 Value ETF worth $201K as of Q4 2024.
  • Merriman Wealth Management left its Vanguard S&P 500 Value ETF share count unchanged in Q4 2024.
  • Vanguard S&P 500 Value ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #202 holding.
  • Merriman Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Merriman Wealth Management's Vanguard S&P 500 Value ETF position peaked at $208K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.