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 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-141- 2.42% |
$26.5K - $28.1K
|
5.68K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-150- 11.1% |
$28.2K - $29.9K
|
1.2K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-158- 5.68% |
$29.7K - $31.5K
|
2.62K
$522K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-162- 0.74% |
$30.5K - $32.3K
|
21.6K
$4.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-166- 11.68% |
$31.2K - $33.1K
|
1.26K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-174- 13.78% |
$32.7K - $34.7K
|
1.09K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-200- 6.03% |
$37.6K - $39.9K
|
3.12K
$621K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-276- 1.35% |
$51.9K - $55.1K
|
20.1K
$4.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-283- 4.28% |
$53.2K - $56.5K
|
6.34K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-296- 1.68% |
$55.6K - $59K
|
17.3K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-516- 27.32% |
$97K - $103K
|
1.37K
$273K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-521- 6.51% |
$97.9K - $104K
|
7.48K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-677- 24.47% |
$127K - $135K
|
2.09K
$416K
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.05K- 0.84% |
$198K - $210K
|
124K
$24.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.12K- 17.75% |
$210K - $223K
|
5.18K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.23K- 2.41% |
$230K - $245K
|
49.7K
$9.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.23K- 5.89% |
$231K - $245K
|
19.6K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.8K- 24.12% |
$338K - $358K
|
5.65K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.83K- 10.43% |
$343K - $364K
|
15.7K
$3.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.06K- 4.84% |
$951K - $1.01M
|
99.5K
$19.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.38K- 21.37% |
$1.01M - $1.07M
|
19.8K
$3.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.43K- 57.5% |
$1.02M - $1.08M
|
4.01K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.09K- 7.58% |
$1.15M - $1.22M
|
74.3K
$14.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.64K- 16.25% |
$1.81M - $1.92M
|
49.7K
$9.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-10.3K- 62.83% |
$1.93M - $2.05M
|
6.07K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.9K- 30.99% |
$9M - $9.55M
|
107K
$21.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48.8K- 72.47% |
$9.17M - $9.73M
|
18.5K
$3.69M
|