OFG
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Opulen Financial Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Opulen Financial Group’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 		– Sell
-1,024
Closed -$210K – 117
2025
Q4 		$210K Buy
1,024
+4
+0.4% +$810 0.15% 104
2025
Q3 		$203K Buy
+1,020
New +$198K 0.15% 105

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

Opulen Financial Group's VOOV Position: Q1 2026 in Review

Opulen Financial Group sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 1,024 shares — an estimated $210K sold.

Opulen Financial Group first reported a position in VOOV in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Opulen Financial Group reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Opulen Financial Group sold 1,024 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $210K.
  • Opulen Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and held it in 2 quarters.
  • Opulen Financial Group's Vanguard S&P 500 Value ETF position peaked at $210K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.