Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
301+ 5.02% |
$49.8K - $54.3K
|
6.3K
$1.22M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
299+ 4.98% |
$49.5K - $54K
|
6.3K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
239+ 15.18% |
$39.5K - $43.1K
|
1.81K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
230New |
$38K - $41.5K
|
230
$44.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 5.13% |
$33.9K - $37K
|
4.2K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
201+ 2.88% |
$33.2K - $36.3K
|
7.18K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
190+ 7.76% |
$31.4K - $34.3K
|
2.64K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
186+ 1.21% |
$30.8K - $33.6K
|
15.6K
$3.03M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
182+ 3.92% |
$30.1K - $32.8K
|
4.83K
$939K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
180+ 9.45% |
$29.8K - $32.5K
|
2.09K
$406K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
175+ 12.46% |
$28.9K - $31.6K
|
1.58K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
153+ 5.91% |
$25.3K - $27.6K
|
2.74K
$534K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
142+ 2.06% |
$23.5K - $25.6K
|
7.04K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
129+ 4.37% |
$21.3K - $23.3K
|
3.08K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
115+ 1.75% |
$19K - $20.8K
|
6.71K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
115+ 3.66% |
$19K - $20.8K
|
3.26K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
105+ 0.92% |
$17.4K - $18.9K
|
11.5K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
94+ 0.96% |
$15.5K - $17K
|
9.93K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
81+ 0.44% |
$13.4K - $14.6K
|
18.4K
$3.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
80+ 3.87% |
$13.2K - $14.4K
|
2.15K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
78+ 0.37% |
$12.9K - $14.1K
|
21.2K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$12.4K - $13.5K
|
75
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
73New |
$12.1K - $13.2K
|
73
$14.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
67+ 3.38% |
$11.1K - $12.1K
|
2.05K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 49.62% |
$10.9K - $11.9K
|
199
$38.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
63+ 0.56% |
$10.4K - $11.4K
|
11.4K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
63+ 1.53% |
$10.4K - $11.4K
|
4.18K
$813K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
61+ 1.0% |
$10.1K - $11K
|
6.16K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
51+ 0.9% |
$8.43K - $9.2K
|
5.73K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
50New |
$8.27K - $9.02K
|
50
$9.73K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 12.31% |
$7.94K - $8.66K
|
438
$85.2K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
36+ 0.98% |
$5.95K - $6.5K
|
3.71K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36+ 0.02% |
$5.95K - $6.5K
|
199K
$38.8M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35+ 0.88% |
$5.79K - $6.32K
|
4.02K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
30+ 2.27% |
$4.96K - $5.41K
|
1.35K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$4.8K - $5.23K
|
8.02K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 2.08% |
$4.63K - $5.05K
|
1.38K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 0.42% |
$3.64K - $3.97K
|
5.2K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
22+ 3.01% |
$3.64K - $3.97K
|
754
$147K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21+ 0.23% |
$3.47K - $3.79K
|
9.03K
$1.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
20+ 0.44% |
$3.31K - $3.61K
|
4.53K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18+ 0.09% |
$2.98K - $3.25K
|
19.6K
$3.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
18+ 0.17% |
$2.98K - $3.25K
|
10.8K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.82% |
$2.81K - $3.07K
|
2.09K
$406K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.3% |
$2.48K - $2.71K
|
5.01K
$975K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13+ 0.43% |
$2.15K - $2.35K
|
3.07K
$597K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 0.68% |
$1.82K - $1.99K
|
1.62K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
10+ 0.47% |
$1.65K - $1.8K
|
2.13K
$415K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10New |
$1.65K - $1.8K
|
10
$1.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9+ 0.15% |
$1.49K - $1.62K
|
6.08K
$1.18M
|