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

WMG 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
2025
Q4 		– Sell
-1,751
Closed -$349K – 208
2025
Q3 		$349K Buy
+1,751
New +$340K 0.12% 120

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 $202M 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

WMG Financial Advisors's VOOV Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 1,751 shares — an estimated $349K sold.

WMG Financial Advisors first reported a position in VOOV in Q3 2025 and held it in 1 quarter. The position peaked at $349K in Q3 2025. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

  • WMG Financial Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,751 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $349K.
  • WMG Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Vanguard S&P 500 Value ETF position peaked at $349K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.