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Obsidian Personal Planning Solutions’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$237K Sell
1,175
-117
-9% -$22.7K 0.08% 101
2025
Q2 		$244K Sell
1,292
-50
-4% -$9.01K 0.1% 93
2025
Q1 		$238K Hold
1,342
– – 0.11% 90
2024
Q4 		$255K Buy
1,342
+167
+14% +$32K 0.12% 76
2024
Q3 		$221K Hold
1,175
– – 0.12% 87
2024
Q2 		$207K Hold
1,175
– – 0.13% 95
2024
Q1 		$203K Buy
+1,175
New +$202K 0.13% 97

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Obsidian Personal Planning Solutions's VOOV Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 9.1% in Q3 2025, selling an estimated $22.7K and leaving 1,175 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #101.

Obsidian Personal Planning Solutions first reported a position in VOOV in Q1 2024 and has held it in 7 quarters since. The position peaked at $255K in Q4 2024. 421 funds tracked by Wall St. Rank hold VOOV as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,175 shares of Vanguard S&P 500 Value ETF worth $237K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 117 Vanguard S&P 500 Value ETF shares in Q3 2025, an estimated $22.7K.
  • Vanguard S&P 500 Value ETF made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #101 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 7 quarters since.
  • Obsidian Personal Planning Solutions's Vanguard S&P 500 Value ETF position peaked at $255K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.