CWM
VOOV icon

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

CarsonAllaria 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
-19
Closed -$3.69K – 327
2025
Q2 		$3.69K Hold
19
– – ﹤0.01% 301
2025
Q1 		$3.58K Hold
19
– – ﹤0.01% 308
2024
Q4 		$3.57K Hold
19
– – ﹤0.01% 296
2024
Q3 		$3.65K Hold
19
– – ﹤0.01% 320
2024
Q2 		$3.35K Buy
19
+9
+90% +$1.59K ﹤0.01% 304
2024
Q1 		$1.81K Hold
10
– – ﹤0.01% 341
2023
Q4 		$1.68K Buy
+10
New +$1.55K ﹤0.01% 313

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

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

CarsonAllaria Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2025, closing a stake of 19 shares — an estimated $3.69K sold.

CarsonAllaria Wealth Management first reported a position in VOOV in Q4 2023 and held it in 7 quarters. The position peaked at $3.69K in Q2 2025. 423 funds tracked by Wall St. Rank hold VOOV as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 19 Vanguard S&P 500 Value ETF shares in Q3 2025, an estimated $3.69K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and held it in 7 quarters.
  • CarsonAllaria Wealth Management's Vanguard S&P 500 Value ETF position peaked at $3.69K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.