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 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 0.68% |
$1.82K - $1.99K
|
1.62K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
10+ 0.47% |
$1.65K - $1.8K
|
2.13K
$425K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10New |
$1.65K - $1.8K
|
10
$1.99K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9+ 0.15% |
$1.49K - $1.62K
|
6.08K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.46% |
$1.32K - $1.44K
|
1.76K
$350K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.43% |
$1.32K - $1.44K
|
1.87K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.43% |
$1.32K - $1.44K
|
1.88K
$375K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.44% |
$1.32K - $1.44K
|
1.82K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 1.13% |
$1.16K - $1.26K
|
625
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7+ 0.43% |
$1.16K - $1.26K
|
1.64K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.37% |
$992 - $1.08K
|
1.61K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.4% |
$827 - $902
|
1.25K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.24% |
$662 - $722
|
1.68K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.18% |
$331 - $361
|
1.12K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 2.94% |
$165 - $180
|
35
$6.97K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.27% |
$165 - $180
|
368
$73.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.44% |
$165 - $180
|
227
$45.2K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.13% |
$165 - $180
|
744
$148K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1- 0.05% |
$165 - $180
|
2.17K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.01% |
$331 - $361
|
31.7K
$6.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3- 0.05% |
$496 - $541
|
6.06K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.83% |
$1.32K - $1.44K
|
957
$191K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 2.47% |
$1.65K - $1.8K
|
395
$78.7K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 2.14% |
$2.32K - $2.53K
|
641
$128K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-18- 1.17% |
$2.98K - $3.25K
|
1.52K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-20- 0.57% |
$3.31K - $3.61K
|
3.51K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.44% |
$3.31K - $3.61K
|
4.57K
$909K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-22- 1.05% |
$3.64K - $3.97K
|
2.07K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34- 1.55% |
$5.62K - $6.14K
|
2.17K
$431K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-44- 4.65% |
$7.28K - $7.94K
|
902
$180K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-45- 1.97% |
$7.44K - $8.12K
|
2.24K
$447K
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-57- 3.5% |
$9.43K - $10.3K
|
1.57K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-59- 11.2% |
$9.76K - $10.6K
|
468
$93.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-71- 0.12% |
$11.7K - $12.8K
|
57.6K
$11.5M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-71- 0.12% |
$11.7K - $12.8K
|
57.6K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-80- 2.25% |
$13.2K - $14.4K
|
3.47K
$691K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-81- 2.36% |
$13.4K - $14.6K
|
3.36K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 0.86% |
$16.5K - $18K
|
11.6K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-109- 3.86% |
$18K - $19.7K
|
2.71K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-121- 1.25% |
$20K - $21.8K
|
9.59K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-181- 1.78% |
$29.9K - $32.7K
|
9.96K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-197- 9.9% |
$32.6K - $35.6K
|
1.79K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-205- 8.13% |
$33.9K - $37K
|
2.32K
$461K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-208- 1.04% |
$34.4K - $37.5K
|
19.7K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-234- 3.88% |
$38.7K - $42.2K
|
5.8K
$1.16M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-240- 5.33% |
$39.7K - $43.3K
|
4.26K
$849K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-240- 17.14% |
$39.7K - $43.3K
|
1.16K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-330- 6.63% |
$54.6K - $59.6K
|
4.65K
$926K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-348- 2.24% |
$57.6K - $62.8K
|
15.2K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-387- 3.92% |
$64K - $69.8K
|
9.49K
$1.89M
|