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Tortoise Investment Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-640
Closed -$128K – 1411
2025
Q3 		$128K Hold
640
– – 0.01% 273
2025
Q2 		$121K Hold
640
– – 0.01% 270
2025
Q1 		$118K Hold
640
– – 0.01% 263
2024
Q4 		$118K Sell
640
-130
-17% -$24.9K 0.01% 286
2024
Q3 		$147K Buy
+770
New +$141K 0.02% 264

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tortoise Investment Management's VOOV Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 640 shares — an estimated $128K sold.

Tortoise Investment Management first reported a position in VOOV in Q3 2024 and held it in 5 quarters. The position peaked at $147K in Q3 2024. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

  • Tortoise Investment Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 640 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $128K.
  • Tortoise Investment Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and held it in 5 quarters.
  • Tortoise Investment Management's Vanguard S&P 500 Value ETF position peaked at $147K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.