ORG Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

ORG Partners’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	-990	Closed	-$173K	–	1382
2024 Q2	$173K	Buy	+990	New	+$175K	0.02%	460

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

ORG Partners's VOOV Position: Q3 2024 in Review

ORG Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2024, closing a stake of 990 shares — an estimated $173K sold.

ORG Partners first reported a position in VOOV in Q2 2024 and held it in 1 quarter. The position peaked at $173K in Q2 2024. 355 funds tracked by Wall St. Rank hold VOOV as of Q3 2024.

ORG Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 990 Vanguard S&P 500 Value ETF shares in Q3 2024, an estimated $173K.
ORG Partners first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and held it in 1 quarter.
ORG Partners's Vanguard S&P 500 Value ETF position peaked at $173K in Q2 2024.
355 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.