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 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.96K- 6.41% |
$412K - $456K
|
43.2K
$8.36M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.27K- 99.91% |
$456K - $504K
|
3
$580
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.39K- 0.96% |
$472K - $523K
|
349K
$67.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.54K- 3.2% |
$493K - $546K
|
107K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.09K- 20.62% |
$569K - $629K
|
15.7K
$3.04M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.21K- 6.51% |
$586K - $648K
|
60.4K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-7.14K- 90.91% |
$994K - $1.1M
|
714
$138K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.43K- 99.95% |
$1.03M - $1.14M
|
4
$774
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.15K- 23.47% |
$1.13M - $1.26M
|
26.6K
$5.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.44K- 19.2% |
$1.31M - $1.45M
|
39.7K
$7.68M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 7.54% |
$2.07M - $2.29M
|
182K
$35.2M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.7K- 83.88% |
$2.46M - $2.72M
|
3.4K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.1K- 21.43% |
$6.55M - $7.25M
|
173K
$33.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-67K- 42.5% |
$9.33M - $10.3M
|
90.7K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 31.06% |
$14.8M - $16.3M
|
235K
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-126K- 18.53% |
$17.6M - $19.5M
|
555K
$107M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 8.49% |
$18.1M - $20M
|
1.4M
$271M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.05M- 99.32% |
$286M - $317M
|
14.1K
$2.73M
|