Centric Wealth Management Vanguard S&P 500 Value ETF Transaction History

Centric Wealth Management

$399 Million
Q2 2025

A detailed history of Centric Wealth Management transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Centric Wealth Management holds 1,566 shares of VOOV stock, worth $311,931. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,566

Holding current value

$311,931

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$162.65 - $188.71 $254,709 - $295,519	1,566 New	1,566 $295,000

Others Institutions Holding VOOV

# of Institutions

441

Shares Held

13.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.04M
Shares

$406 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.11M
Shares

$221 Million
0.01% of portfolio
Ubs Group Ag

636K
Shares

$127 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

575K
Shares

$114 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

481K
Shares

$95.7 Million
0.01% of portfolio

View Full List

About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

More about VOOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.

Account

Centric Wealth Management Vanguard S&P 500 Value ETF Transaction History