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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.52% |
$9.75K - $10.8K
|
4.68K
$905K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$9.61K - $10.6K
|
69
$13.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
67+ 4.03% |
$9.33K - $10.3K
|
1.73K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
65+ 2.4% |
$9.05K - $10K
|
2.77K
$536K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
55+ 1.01% |
$7.66K - $8.47K
|
5.51K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
36+ 0.39% |
$5.01K - $5.55K
|
9.17K
$1.77M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
31New |
$4.32K - $4.78K
|
31
$6K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.68% |
$4.18K - $4.62K
|
4.43K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26+ 0.22% |
$3.62K - $4.01K
|
12.1K
$2.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
25+ 0.28% |
$3.48K - $3.85K
|
8.99K
$1.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 0.39% |
$2.78K - $3.08K
|
5.11K
$988K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20+ 0.31% |
$2.78K - $3.08K
|
6.39K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 1.39% |
$2.65K - $2.93K
|
1.39K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
18+ 0.41% |
$2.51K - $2.77K
|
4.45K
$860K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 1.9% |
$2.51K - $2.77K
|
965
$187K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18+ 0.2% |
$2.51K - $2.77K
|
8.98K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 0.12% |
$2.23K - $2.47K
|
13K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14+ 0.12% |
$1.95K - $2.16K
|
11.5K
$2.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13+ 0.4% |
$1.81K - $2K
|
3.3K
$638K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.15% |
$1.67K - $1.85K
|
7.85K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11+ 0.39% |
$1.53K - $1.69K
|
2.87K
$554K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
9+ 0.26% |
$1.25K - $1.39K
|
3.5K
$677K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
8+ 0.13% |
$1.11K - $1.23K
|
6.05K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.38% |
$975 - $1.08K
|
1.83K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.41% |
$975 - $1.08K
|
1.73K
$334K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.39% |
$975 - $1.08K
|
1.79K
$346K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$696 - $770
|
3.02K
$584K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.26% |
$696 - $770
|
1.94K
$375K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$557 - $616
|
5
$967
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$557 - $616
|
2.78K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$418 - $462
|
1.51K
$293K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$418 - $462
|
3
$580
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.1% |
$278 - $308
|
2.09K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.3% |
$139 - $154
|
334
$64.6K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 80.0% |
$557 - $616
|
1
$193
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 55.56% |
$696 - $770
|
4
$774
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.1% |
$2.09K - $2.31K
|
15.4K
$2.97M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 0.99% |
$2.37K - $2.62K
|
1.7K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18- 0.02% |
$2.51K - $2.77K
|
75.7K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 46.81% |
$3.06K - $3.39K
|
25
$4.84K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31- 1.35% |
$4.32K - $4.78K
|
2.26K
$437K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-39- 1.76% |
$5.43K - $6.01K
|
2.18K
$422K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-48- 4.81% |
$6.68K - $7.4K
|
950
$184K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-50- 1.33% |
$6.96K - $7.7K
|
3.71K
$718K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-50- 2.32% |
$6.96K - $7.7K
|
2.11K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-53- 1.48% |
$7.38K - $8.17K
|
3.52K
$680K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-53- 10.71% |
$7.38K - $8.17K
|
442
$85.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 4.33% |
$8.22K - $9.09K
|
1.3K
$252K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-64- 3.34% |
$8.91K - $9.86K
|
1.85K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 3.59% |
$10.6K - $11.7K
|
2.04K
$395K
|