Prestige Wealth Management Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Prestige Wealth Management 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	-10	Closed	-$2.11K	–	1174
2025 Q4	$2.11K	Hold	10	–	–	﹤0.01%	749
2025 Q3	$2.05K	Hold	10	–	–	﹤0.01%	738
2025 Q2	$1.94K	Hold	10	–	–	﹤0.01%	740
2025 Q1	$1.9K	Hold	10	–	–	﹤0.01%	749
2024 Q4	$1.9K	Hold	10	–	–	﹤0.01%	789
2024 Q3	$1.96K	Buy	10 +1	+11%	+$184	﹤0.01%	773
2024 Q2	$1.63K	Hold	9	–	–	﹤0.01%	760
2024 Q1	$1.67K	Hold	9	–	–	﹤0.01%	785
2023 Q4	$1.54K	Buy	9 +4	+80%	+$622	﹤0.01%	796
2023 Q3	$765	Hold	5	–	–	﹤0.01%	914
2023 Q2	$797	Buy	5 +1	+25%	+$149	﹤0.01%	931
2023 Q1	$601	Hold	4	–	–	﹤0.01%	953
2022 Q4	$571	Hold	4	–	–	﹤0.01%	1043
2022 Q3	$1K	Buy	4 +1	+33%	+$137	﹤0.01%	934
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1086
2022 Q1	$0	Buy	3 +2	+200%	+$297	﹤0.01%	1062
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1073
2021 Q3	$0	Buy	+1	New	+$144	﹤0.01%	1060

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prestige Wealth Management Group's VOOV Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 10 shares — an estimated $2.11K sold.

Prestige Wealth Management Group first reported a position in VOOV in Q3 2021 and held it in 18 quarters. The position peaked at $2.11K in Q4 2025. 438 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Prestige Wealth Management Group reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 10 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $2.11K.
Prestige Wealth Management Group first reported a position in Vanguard S&P 500 Value ETF in Q3 2021 and held it in 18 quarters.
Prestige Wealth Management Group's Vanguard S&P 500 Value ETF position peaked at $2.11K in Q4 2025.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.