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Von Berge Wealth Management Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Von Berge Wealth Management Group’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
-6,508
Closed -$1.25M – 55
2025
Q2 		$1.25M Buy
6,508
+174
+3% +$31.3K 0.7% 29
2025
Q1 		$1.11M Sell
6,334
-698
-10% -$131K 0.72% 29
2024
Q4 		$1.34M Sell
7,032
-16
-0.2% -$3.07K 0.81% 27
2024
Q3 		$1.37M Sell
7,048
-33
-0.5% -$6.06K 0.85% 27
2024
Q2 		$1.24M Buy
7,081
+40
+0.6% +$7.05K 0.79% 28
2024
Q1 		$1.27M Buy
7,041
+142
+2% +$24.4K 0.82% 27
2023
Q4 		$1.16M Sell
6,899
-98
-1% -$15.2K 0.89% 27
2023
Q3 		$1.04M Buy
6,997
+2
+0% +$312 0.89% 26
2023
Q2 		$1.09M Hold
6,995
– – 0.9% 26
2023
Q1 		$1.03M Sell
6,995
-273
-4% -$39.8K 0.92% 24
2022
Q4 		$1.08M Sell
7,268
-136
-2% -$18.8K 0.98% 22
2022
Q3 		$935K Buy
7,404
+3
+0% +$411 0.99% 25
2022
Q2 		$978K Buy
7,401
+92
+1% +$13.1K 1.02% 24
2022
Q1 		$1.1M Buy
7,309
+1
+0% +$149 1% 24
2021
Q4 		$1.09M Buy
+7,308
New +$1.08M 1% 24

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Von Berge Wealth Management Group's VOOV Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2025, closing a stake of 6,508 shares — an estimated $1.25M sold.

Von Berge Wealth Management Group first reported a position in VOOV in Q4 2021 and held it in 15 quarters. The position peaked at $1.37M in Q3 2024. 421 funds tracked by Wall St. Rank hold VOOV as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 6,508 Vanguard S&P 500 Value ETF shares in Q3 2025, an estimated $1.25M.
  • Von Berge Wealth Management Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard S&P 500 Value ETF position peaked at $1.37M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.