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BOLTON SECURITIES CORPORATION’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

BOLTON SECURITIES CORPORATION’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
2026
Q1 		$665K Buy
+3,261
New +$683K 0.03% 470
2025
Q3 		$621K Buy
+3,114
New +$604K 0.03% 460
2025
Q1 		$574K Buy
+3,114
New +$583K 0.03% 449

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 $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VOOV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2026: 3,261 shares worth $665K. The stake represents 0.03% of the portfolio and ranks #470 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VOOV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VOOV in Q1 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 3,261 shares of Vanguard S&P 500 Value ETF worth $665K as of Q1 2026.
  • Vanguard S&P 500 Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard S&P 500 Value ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #470 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.