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Atticus Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-888
Closed -$168K – 629
2025
Q2 		$168K Buy
+888
New +$160K 0.05% 186

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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atticus Wealth Management's VOOV Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2025, closing a stake of 888 shares — an estimated $168K sold.

Atticus Wealth Management first reported a position in VOOV in Q2 2025 and held it in 1 quarter. The position peaked at $168K in Q2 2025. 422 funds tracked by Wall St. Rank hold VOOV as of Q3 2025.

  • Atticus Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 888 Vanguard S&P 500 Value ETF shares in Q3 2025, an estimated $168K.
  • Atticus Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's Vanguard S&P 500 Value ETF position peaked at $168K in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.