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 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.47% |
$2.07K - $2.19K
|
2.33K
$465K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10+ 0.23% |
$1.88K - $1.99K
|
4.42K
$879K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
10New |
$1.88K - $1.99K
|
10
$1.99K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10+ 0.24% |
$1.88K - $1.99K
|
4.11K
$819K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10+ 0.26% |
$1.88K - $1.99K
|
3.91K
$778K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.47% |
$1.69K - $1.8K
|
1.92K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8+ 0.45% |
$1.5K - $1.6K
|
1.78K
$355K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.3% |
$1.32K - $1.4K
|
2.37K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7+ 0.49% |
$1.32K - $1.4K
|
1.43K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6+ 0.48% |
$1.13K - $1.2K
|
1.25K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.48% |
$1.13K - $1.2K
|
1.26K
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5New |
$940 - $997
|
5
$996
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.43% |
$940 - $997
|
1.16K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.14% |
$752 - $798
|
2.85K
$568K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.11% |
$752 - $798
|
3.62K
$721K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 0.49% |
$564 - $598
|
619
$123K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.58% |
$376 - $399
|
347
$69.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.59% |
$376 - $399
|
341
$67.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.17% |
$376 - $399
|
1.15K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.13% |
$376 - $399
|
1.52K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$188 - $199
|
2.42K
$481K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$188 - $199
|
66
$13.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$188 - $199
|
9.32K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$188 - $199
|
426
$84.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.33% |
$188 - $199
|
304
$60.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1- 0.08% |
$188 - $199
|
1.33K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$188 - $199
|
6.12K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 0.13% |
$752 - $798
|
3.12K
$621K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5- 0.31% |
$940 - $997
|
1.61K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-8- 0.04% |
$1.5K - $1.6K
|
21.2K
$4.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-8- 0.15% |
$1.5K - $1.6K
|
5.39K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10- 19.61% |
$1.88K - $1.99K
|
41
$8.17K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 28.95% |
$2.07K - $2.19K
|
27
$5.38K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17- 1.06% |
$3.2K - $3.39K
|
1.59K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18- 0.86% |
$3.38K - $3.59K
|
2.08K
$415K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-25- 0.16% |
$4.7K - $4.99K
|
16.1K
$3.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-28- 0.74% |
$5.26K - $5.59K
|
3.76K
$749K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-32- 0.84% |
$6.02K - $6.38K
|
3.77K
$750K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-35- 0.41% |
$6.58K - $6.98K
|
8.42K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-36- 2.3% |
$6.77K - $7.18K
|
1.53K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-51- 0.25% |
$9.59K - $10.2K
|
20.1K
$3.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-53- 2.27% |
$9.96K - $10.6K
|
2.28K
$454K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-53- 3.78% |
$9.96K - $10.6K
|
1.35K
$269K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 7.47% |
$10.5K - $11.2K
|
694
$138K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-72- 1.07% |
$13.5K - $14.4K
|
6.63K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 1.5% |
$14.1K - $15K
|
4.92K
$981K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-78- 6.03% |
$14.7K - $15.6K
|
1.22K
$242K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-110- 3.48% |
$20.7K - $21.9K
|
3.05K
$608K
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-125- 2.4% |
$23.5K - $24.9K
|
5.09K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-130- 1.88% |
$24.4K - $25.9K
|
6.79K
$1.35M
|