Purchases and Sales Made in Q1 2023 in Vanguard S&P 500 Value ETF (VOOV)
This table provides information about the institutional ownership of Vanguard S&P 500 Value ETF (VOOV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 VALUE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.06M+ 15813.17% |
$286M - $317M
|
2.07M
$400M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
59.5K+ 1321.1% |
$8.28M - $9.16M
|
64K
$12.4M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.1K+ 14.75% |
$5.87M - $6.49M
|
328K
$63.4M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
33.4K+ 6.3% |
$4.65M - $5.15M
|
564K
$109M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30.4K+ 22.84% |
$4.23M - $4.68M
|
163K
$31.6M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30.4K+ 22.84% |
$4.23M - $4.68M
|
163K
$31.6M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
21.2KNew |
$2.95M - $3.26M
|
21.2K
$4.09M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9K+ 157.78% |
$2.07M - $2.29M
|
24.3K
$4.7M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.9KNew |
$1.79M - $1.98M
|
12.9K
$2.49M
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.3K+ 72.2% |
$1.57M - $1.74M
|
26.9K
$5.21M
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
11.2K+ 8.76% |
$1.57M - $1.73M
|
140K
$27M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.59K+ 1.31% |
$1.34M - $1.48M
|
741K
$143M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.07KNew |
$1.26M - $1.4M
|
9.07K
$1.75M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.15K+ 30.67% |
$1.13M - $1.26M
|
34.7K
$6.72M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.85K+ 130.5% |
$1.09M - $1.21M
|
13.9K
$2.68M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.85K+ 5.4% |
$954K - $1.06M
|
134K
$25.9M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.61K+ 249.21% |
$921K - $1.02M
|
9.27K
$1.79M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.51K+ 181.12% |
$906K - $1M
|
10.1K
$1.95M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.44K+ 19.06% |
$896K - $992K
|
40.2K
$7.78M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.4K+ 23.23% |
$890K - $985K
|
33.9K
$6.56M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.33KNew |
$881K - $975K
|
6.33K
$1.22M
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.29KNew |
$737K - $815K
|
5.29K
$1.02M
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.15K+ 296.2% |
$717K - $794K
|
6.89K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
4.9K+ 10.65% |
$682K - $755K
|
50.9K
$9.85M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.49K+ 4.65% |
$626K - $692K
|
101K
$19.5M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.11K+ 13.42% |
$572K - $633K
|
34.7K
$6.72M
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.63KNew |
$506K - $560K
|
3.63K
$702K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.27K+ 109100.0% |
$456K - $504K
|
3.28K
$634K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 11.8% |
$442K - $489K
|
30.1K
$5.82M
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.07K+ 38.02% |
$427K - $473K
|
11.1K
$2.15M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 830.05% |
$423K - $468K
|
3.4K
$658K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 7.87% |
$405K - $448K
|
39.9K
$7.71M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.91K+ 91.3% |
$405K - $448K
|
6.09K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.86K+ 16.06% |
$398K - $441K
|
20.7K
$4M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.84K+ 3.92% |
$395K - $437K
|
75.3K
$14.6M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.77KNew |
$385K - $427K
|
2.77K
$535K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.68K+ 35.88% |
$373K - $413K
|
10.1K
$1.96M
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$348K - $385K
|
2.5K
$484K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.31KNew |
$322K - $356K
|
2.31K
$447K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.19KNew |
$305K - $337K
|
2.19K
$423K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 3.78% |
$300K - $332K
|
59.1K
$11.4M
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.11K+ 38.09% |
$294K - $325K
|
7.65K
$1.48M
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
2.11KNew |
$293K - $324K
|
2.11K
$407K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.05K+ 24.95% |
$285K - $315K
|
10.2K
$1.98M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.04KNew |
$284K - $314K
|
2.04K
$395K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$280K - $310K
|
2.01K
$389K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.01K+ 1792.86% |
$280K - $309K
|
2.12K
$410K
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.74K+ 0.89% |
$243K - $269K
|
197K
$38.2M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$216K - $239K
|
1.55K
$300K
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.54KNew |
$214K - $237K
|
1.54K
$298K
|