Purchases and Sales Made in Q3 2025 in Vanguard S&P 500 Value ETF (VOOV)
This table provides information about the institutional ownership of Vanguard S&P 500 Value ETF (VOOV) during Q3 2025. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
24.1K+ 90.05% |
$4.53M - $4.81M
|
50.9K
$10.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18.2K+ 67.05% |
$3.42M - $3.63M
|
45.3K
$9.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10.3K+ 3.93% |
$1.94M - $2.05M
|
272K
$54.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.69K+ 14.35% |
$1.26M - $1.33M
|
53.3K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
5.21K+ 30.43% |
$978K - $1.04M
|
22.3K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.56K+ 25.98% |
$858K - $910K
|
22.1K
$4.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.75KNew |
$705K - $748K
|
3.75K
$747K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.65K+ 19.18% |
$686K - $727K
|
22.7K
$4.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.31K+ 8.52% |
$622K - $660K
|
42.2K
$8.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3K+ 13.13% |
$564K - $599K
|
25.9K
$5.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.3KNew |
$432K - $459K
|
2.3K
$458K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.23K+ 15.93% |
$419K - $445K
|
16.2K
$3.23M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.03KNew |
$382K - $406K
|
2.03K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$329K - $349K
|
1.75K
$349K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$318K - $337K
|
1.69K
$337K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.33K+ 2.13% |
$249K - $265K
|
63.7K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$212K - $225K
|
1.13K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06K+ 20.4% |
$198K - $211K
|
6.23K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.05KNew |
$197K - $209K
|
1.05K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.03KNew |
$194K - $206K
|
1.03K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.02KNew |
$191K - $203K
|
1.02K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.01KNew |
$190K - $202K
|
1.01K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01KNew |
$190K - $202K
|
1.01K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
832+ 21.89% |
$156K - $166K
|
4.63K
$923K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
700New |
$132K - $140K
|
700
$139K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
610+ 6.03% |
$115K - $122K
|
10.7K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
543+ 12.93% |
$102K - $108K
|
4.74K
$944K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
542+ 101.69% |
$102K - $108K
|
1.08K
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
493+ 3.85% |
$92.7K - $98.3K
|
13.3K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
385+ 1.28% |
$72.4K - $76.8K
|
30.5K
$6.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
350+ 0.78% |
$65.8K - $69.8K
|
45.4K
$9.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
326+ 1.15% |
$61.3K - $65K
|
28.6K
$5.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
307+ 28.43% |
$57.7K - $61.2K
|
1.39K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
258+ 1.85% |
$48.5K - $51.5K
|
14.2K
$2.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
222+ 0.64% |
$41.7K - $44.3K
|
35.1K
$6.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
187+ 4.34% |
$35.2K - $37.3K
|
4.49K
$895K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
168+ 11.37% |
$31.6K - $33.5K
|
1.65K
$328K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
167+ 7.35% |
$31.4K - $33.3K
|
2.44K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120New |
$22.6K - $23.9K
|
120
$23.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
68+ 0.72% |
$12.8K - $13.6K
|
9.57K
$1.91M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$12.4K - $13.2K
|
66
$13.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.64% |
$6.39K - $6.78K
|
2.11K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33+ 0.17% |
$6.2K - $6.58K
|
19.5K
$3.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
28+ 0.43% |
$5.26K - $5.59K
|
6.58K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
25+ 0.47% |
$4.7K - $4.99K
|
5.37K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
25+ 0.57% |
$4.7K - $4.99K
|
4.42K
$881K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
23+ 1.95% |
$4.32K - $4.59K
|
1.2K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16+ 0.5% |
$3.01K - $3.19K
|
3.2K
$637K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
14+ 0.3% |
$2.63K - $2.79K
|
4.67K
$930K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 0.31% |
$2.07K - $2.19K
|
3.5K
$698K
|