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 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6K- 6.82% |
$993K - $1.08M
|
82K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.91K- 12.08% |
$1.14M - $1.25M
|
50.3K
$10M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.1K- 0.72% |
$1.17M - $1.28M
|
982K
$196M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.02K- 78.23% |
$1.33M - $1.45M
|
2.23K
$445K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.65K- 7.1% |
$1.6M - $1.74M
|
126K
$25.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.1K- 26.86% |
$1.68M - $1.83M
|
27.6K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-11.1K- 51.91% |
$1.84M - $2M
|
10.3K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 5.38% |
$2.17M - $2.37M
|
231K
$46M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.1K- 9.62% |
$2.67M - $2.91M
|
152K
$30.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.9K- 3.21% |
$2.79M - $3.05M
|
509K
$101M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 10.63% |
$2.8M - $3.05M
|
142K
$28.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25.6K- 16.76% |
$4.23M - $4.61M
|
127K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-115K- 72.45% |
$19M - $20.8M
|
43.7K
$8.71M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-173K- 98.45% |
$28.6M - $31.2M
|
2.73K
$544K
|