Stone Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Stone Asset Management’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 Q3	–	Sell	-20,988	Closed	-$2.79M	–	48
2022 Q2	$2.79M	Buy	20,988 +583	+3%	+$83.3K	1.75%	16
2022 Q1	$3.08M	Buy	+20,405	New	+$3.04M	1.72%	15

Other funds holding VOOV

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

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

SCM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stone Asset Management's VOOV Position: Q3 2022 in Review

Stone Asset Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 20,988 shares — an estimated $2.79M sold.

Stone Asset Management first reported a position in VOOV in Q1 2022 and held it in 2 quarters. The position peaked at $3.08M in Q1 2022. 244 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

Stone Asset Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Stone Asset Management sold 20,988 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $2.79M.
Stone Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2022 and held it in 2 quarters.
Stone Asset Management's Vanguard S&P 500 Value ETF position peaked at $3.08M in Q1 2022.
244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

Based on Stone Asset Management's 13F filing for Q3 2022, filed 20 Oct 2022.