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

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-1
Closed -$139 – 498
2025
Q3 		$139 Hold
1
– – ﹤0.01% 378
2025
Q2 		$132 Hold
1
– – ﹤0.01% 386
2025
Q1 		$129 Buy
+1
New +$187 ﹤0.01% 447

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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

Mowery & Schoenfeld Wealth Management's VOOV Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 1 share — an estimated $139 sold.

Mowery & Schoenfeld Wealth Management first reported a position in VOOV in Q1 2025 and held it in 3 quarters. The position peaked at $139 in Q3 2025. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1 Vanguard S&P 500 Value ETF share in Q4 2025, an estimated $139.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Vanguard S&P 500 Value ETF position peaked at $139 in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.