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United Capital Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

United Capital Financial Advisors’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
2023
Q4 		– Sell
-6,396
Closed -$951K – 1127
2023
Q3 		$951K Sell
6,396
-770
-11% -$120K 0.01% 526
2023
Q2 		$1.12M Sell
7,166
-95
-1% -$14.1K 0.01% 528
2023
Q1 		$1.07M Sell
7,261
-121
-2% -$17.7K 0.01% 560
2022
Q4 		$1.03M Buy
+7,382
New +$1.02M 0.01% 603

Other funds holding VOOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

United Capital Financial Advisors's VOOV Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2023, closing a stake of 6,396 shares — an estimated $951K sold.

United Capital Financial Advisors first reported a position in VOOV in Q4 2022 and held it in 4 quarters. The position peaked at $1.12M in Q2 2023. 308 funds tracked by Wall St. Rank hold VOOV as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,396 Vanguard S&P 500 Value ETF shares in Q4 2023, an estimated $951K.
  • United Capital Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and held it in 4 quarters.
  • United Capital Financial Advisors's Vanguard S&P 500 Value ETF position peaked at $1.12M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.