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 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-463- 2.06% |
$76.6K - $83.6K
|
22.1K
$4.2M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-497- 1.04% |
$82.2K - $89.7K
|
47.2K
$8.97M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-505- 4.79% |
$83.5K - $91.1K
|
10K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-510- 34.91% |
$84.3K - $92K
|
951
$181K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-516- 2.45% |
$85.3K - $93.1K
|
20.5K
$3.9M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-567- 16.74% |
$93.8K - $102K
|
2.82K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-589- 3.08% |
$97.4K - $106K
|
18.5K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-608- 14.79% |
$101K - $110K
|
3.5K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-632- 2.53% |
$105K - $114K
|
24.3K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-702- 2.12% |
$116K - $127K
|
32.4K
$6.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-712- 22.17% |
$118K - $128K
|
2.5K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-749- 92.81% |
$124K - $135K
|
58
$11K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-764- 1.5% |
$126K - $138K
|
50K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-807- 2.42% |
$133K - $146K
|
32.5K
$6.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-830- 6.31% |
$137K - $150K
|
12.3K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-906- 19.66% |
$150K - $164K
|
3.7K
$704K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-932- 3.95% |
$154K - $168K
|
22.7K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.08K- 1.71% |
$179K - $195K
|
62.2K
$11.8M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.24K- 4.25% |
$206K - $225K
|
28K
$5.33M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.27K- 7.86% |
$209K - $228K
|
14.8K
$2.82M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.27K- 0.33% |
$210K - $230K
|
387K
$73.6M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.38K- 8.61% |
$228K - $249K
|
14.6K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 12.72% |
$229K - $250K
|
9.49K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.4K- 5.12% |
$231K - $252K
|
25.8K
$4.91M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.4K- 30.43% |
$232K - $253K
|
3.2K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.47K- 3.79% |
$243K - $266K
|
37.4K
$7.11M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.63K- 13.69% |
$269K - $294K
|
10.3K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.64K- 20.62% |
$271K - $295K
|
6.3K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.66K- 14.15% |
$274K - $299K
|
10.1K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.76K- 18.87% |
$290K - $317K
|
7.55K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.45% |
$292K - $319K
|
120K
$22.8M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.81K- 1.11% |
$299K - $326K
|
161K
$30.7M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.92K- 2.0% |
$317K - $346K
|
93.8K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.06K- 21.18% |
$340K - $371K
|
7.65K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-2.08K- 64.63% |
$345K - $376K
|
1.14K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.33K- 59.64% |
$385K - $420K
|
1.58K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.47K- 1.22% |
$409K - $446K
|
200K
$38.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.65K- 1.6% |
$438K - $478K
|
162K
$30.9M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.87K- 76.11% |
$475K - $518K
|
902
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.13K- 27.12% |
$518K - $565K
|
8.41K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.22K- 16.61% |
$533K - $581K
|
16.2K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.49K- 7.47% |
$577K - $630K
|
43.3K
$8.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.33K- 3.04% |
$715K - $781K
|
138K
$26.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.77K- 42.12% |
$789K - $861K
|
6.55K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.92K- 64.89% |
$814K - $888K
|
2.66K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.23K- 2.15% |
$865K - $943K
|
238K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.99K- 13.18% |
$990K - $1.08M
|
39.4K
$7.5M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6K- 6.82% |
$993K - $1.08M
|
82K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.91K- 12.08% |
$1.14M - $1.25M
|
50.3K
$9.57M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.1K- 0.72% |
$1.17M - $1.28M
|
982K
$187M
|