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CX Institutional’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

CX Institutional’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
Q4 		– Sell
-88
Closed -$18K – 1593
2025
Q3 		$18K Hold
88
– – ﹤0.01% 1121
2025
Q2 		$17K Hold
88
– – ﹤0.01% 986
2025
Q1 		$16K Buy
+88
New +$16.5K ﹤0.01% 971
2023
Q3 		– Sell
-24,921
Closed -$3.88M – 553
2023
Q2 		$3.88M Buy
+24,921
New +$3.71M 0.2% 150
2023
Q1 		– Sell
-28,670
Closed -$4.02M – 594
2022
Q4 		$4.02M Buy
28,670
+804
+3% +$111K 0.24% 109
2022
Q3 		$3.46M Buy
+27,866
New +$3.82M 0.24% 102

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional's VOOV Position: Q4 2025 in Review

CX Institutional sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 88 shares — an estimated $18K sold.

CX Institutional first reported a position in VOOV in Q3 2022 and held it in 6 quarters. The position peaked at $4.02M in Q4 2022. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

  • CX Institutional reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 88 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $18K.
  • CX Institutional first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and held it in 6 quarters.
  • CX Institutional's Vanguard S&P 500 Value ETF position peaked at $4.02M in Q4 2022.
  • 434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.