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

Plan Group Financial’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
2022 Q2	$1.41M	Buy	+10,585	New	+$1.51M	2.42%	16

Other funds holding VOOV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Plan Group Financial's VOOV Position: Q2 2022 in Review

Plan Group Financial opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2022: 10,585 shares worth $1.41M. The stake represents 2.42% of the portfolio and ranks #16 among its holdings.

257 funds tracked by Wall St. Rank hold VOOV as of Q2 2022.

Plan Group Financial held 10,585 shares of Vanguard S&P 500 Value ETF worth $1.41M as of Q2 2022.
Vanguard S&P 500 Value ETF was a new Plan Group Financial position in Q2 2022.
Vanguard S&P 500 Value ETF made up 2.42% of Plan Group Financial's portfolio in Q2 2022, its #16 holding.
257 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.