TWM
VOOV icon

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

Titus Wealth 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
Q2 		$260K Buy
1,959
+2
+0.1% +$286 0.13% 119
2022
Q1 		$295K Buy
1,957
+2
+0.1% +$297 0.13% 124
2021
Q4 		$296K Buy
+1,955
New +$288K 0.13% 116

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Titus Wealth Management's VOOV Position: Q2 2022 in Review

Titus Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.1% in Q2 2022, buying an estimated $286 and bringing the position to 1,959 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #119.

Titus Wealth Management first reported a position in VOOV in Q4 2021 and has held it in 3 quarters since. The position peaked at $296K in Q4 2021. 257 funds tracked by Wall St. Rank hold VOOV as of Q2 2022.

  • Titus Wealth Management held 1,959 shares of Vanguard S&P 500 Value ETF worth $260K as of Q2 2022.
  • Titus Wealth Management bought 2 Vanguard S&P 500 Value ETF shares in Q2 2022, an estimated $286.
  • Vanguard S&P 500 Value ETF made up 0.13% of Titus Wealth Management's portfolio in Q2 2022, its #119 holding.
  • Titus Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Titus Wealth Management's Vanguard S&P 500 Value ETF position peaked at $296K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.