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

RWA Wealth 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
2025
Q4 		– Sell
-14,334
Closed -$2.86M – 634
2025
Q3 		$2.86M Sell
14,334
-316
-2% -$61.3K 0.03% 224
2025
Q2 		$2.76M Sell
14,650
-742
-5% -$134K 0.03% 213
2025
Q1 		$2.83M Sell
15,392
-820
-5% -$153K 0.04% 206
2024
Q4 		$2.99M Sell
16,212
-526
-3% -$101K 0.04% 205
2024
Q3 		$3.19M Buy
16,738
+5,596
+50% +$1.03M 0.04% 207
2024
Q2 		$1.96M Sell
11,142
-22
-0.2% -$3.88K 0.03% 235
2024
Q1 		$2.01M Buy
11,164
+9,794
+715% +$1.68M 0.03% 241
2023
Q4 		$230K Buy
+1,370
New +$213K ﹤0.01% 487

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

RWA Wealth Partners's VOOV Position: Q4 2025 in Review

RWA Wealth Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 14,334 shares — an estimated $2.86M sold.

RWA Wealth Partners first reported a position in VOOV in Q4 2023 and held it in 8 quarters. The position peaked at $3.19M in Q3 2024. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

  • RWA Wealth Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 14,334 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $2.86M.
  • RWA Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and held it in 8 quarters.
  • RWA Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $3.19M in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on RWA Wealth Partners's 13F filing for Q4 2025, filed 12 Feb 2026.