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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-121- 1.64% |
$16.8K - $18.6K
|
7.26K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-123- 0.96% |
$17.1K - $19K
|
12.7K
$2.5M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-145- 3.77% |
$20.2K - $22.3K
|
3.7K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-147- 17.19% |
$20.5K - $22.7K
|
708
$140K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-160- 0.42% |
$22.3K - $24.7K
|
37.7K
$7.43M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-162Closed |
$22.6K - $25K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-206- 32.14% |
$28.7K - $31.7K
|
435
$85.7K
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-214- 7.26% |
$29.8K - $33K
|
2.73K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-217- 8.52% |
$30.2K - $33.4K
|
2.33K
$459K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-225- 23.96% |
$31.3K - $34.7K
|
714
$141K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 2.03% |
$34.8K - $38.5K
|
12.1K
$2.38M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-251- 18.37% |
$34.9K - $38.7K
|
1.12K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-268- 7.64% |
$37.3K - $41.3K
|
3.24K
$639K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-273- 3.76% |
$38K - $42.1K
|
7K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-277- 4.16% |
$38.6K - $42.7K
|
6.39K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-334- 1.41% |
$46.5K - $51.5K
|
23.3K
$4.59M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-344- 6.78% |
$47.9K - $53K
|
4.73K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-351- 1.2% |
$48.9K - $54.1K
|
28.9K
$5.7M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-367- 2.13% |
$51.1K - $56.6K
|
16.9K
$3.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-386- 0.76% |
$53.7K - $59.5K
|
50.4K
$9.93M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-400- 4.51% |
$55.7K - $61.6K
|
8.47K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-404- 14.17% |
$56.3K - $62.3K
|
2.45K
$482K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-423- 18.81% |
$58.9K - $65.2K
|
1.83K
$360K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-500- 6.67% |
$69.6K - $77K
|
6.99K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-523- 6.02% |
$72.8K - $80.6K
|
8.17K
$1.61M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-537- 4.72% |
$74.8K - $82.7K
|
10.9K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-571- 1.31% |
$79.5K - $88K
|
43.1K
$8.49M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-626- 7.56% |
$87.2K - $96.5K
|
7.66K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-702- 2.5% |
$97.7K - $108K
|
27.4K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-746- 8.6% |
$104K - $115K
|
7.93K
$1.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-764- 3.33% |
$106K - $118K
|
22.2K
$4.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-768- 0.39% |
$107K - $118K
|
195K
$38.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-824- 3.68% |
$115K - $127K
|
21.6K
$4.25M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-855- 2.62% |
$119K - $132K
|
31.8K
$6.26M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-923- 11.98% |
$129K - $142K
|
6.78K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.29K- 23.3% |
$180K - $199K
|
4.25K
$837K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.31K- 0.69% |
$182K - $202K
|
188K
$37M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.34K- 3.02% |
$187K - $207K
|
43.1K
$8.49M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 0.88% |
$187K - $207K
|
151K
$29.8M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.66K- 0.7% |
$231K - $256K
|
237K
$46.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 3.91% |
$281K - $311K
|
49.6K
$9.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.19K- 1.72% |
$305K - $338K
|
125K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.25K- 48.69% |
$314K - $347K
|
2.38K
$468K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.48K- 10.77% |
$345K - $382K
|
20.5K
$4.05M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.51K- 2.67% |
$350K - $387K
|
91.7K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.71K- 30.15% |
$377K - $417K
|
6.27K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.84K- 43.78% |
$395K - $437K
|
3.65K
$718K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.85K- 40.47% |
$396K - $439K
|
4.19K
$825K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.92K- 6.03% |
$406K - $450K
|
45.5K
$8.97M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.92K- 6.03% |
$406K - $450K
|
45.5K
$8.97M
|