Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
619K+ 7288.16% |
$111M - $119M
|
628K
$125M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
73.8K+ 282.99% |
$13.3M - $14.2M
|
99.9K
$19.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.1K+ 27.86% |
$11.3M - $12.1M
|
290K
$57.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.1K+ 38.72% |
$10.1M - $10.8M
|
201K
$40M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.3K+ 4.09% |
$7.78M - $8.31M
|
1.1M
$219M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.2K+ 11.72% |
$6.5M - $6.94M
|
345K
$68.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.1K+ 9.43% |
$5.77M - $6.17M
|
373K
$74.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.5K+ 47.62% |
$5.49M - $5.87M
|
94.7K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$4.78M - $5.1M
|
26.6K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 178.42% |
$3.72M - $3.97M
|
32.3K
$6.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
19KNew |
$3.41M - $3.65M
|
19K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 10.12% |
$2.7M - $2.88M
|
163K
$32.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 1297.58% |
$2.41M - $2.58M
|
14.5K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 70.88% |
$1.9M - $2.03M
|
25.5K
$5.08M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
10.2K+ 190.09% |
$1.84M - $1.96M
|
15.6K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.89K+ 39.64% |
$1.78M - $1.9M
|
34.8K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.31K+ 3.92% |
$1.67M - $1.79M
|
247K
$49.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.86K+ 296.85% |
$1.59M - $1.7M
|
11.8K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.76K+ 11.3% |
$1.57M - $1.68M
|
86.3K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 29.31% |
$1.19M - $1.27M
|
29.2K
$5.82M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.23K+ 4.5% |
$1.12M - $1.2M
|
145K
$28.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.76K+ 93.08% |
$1.03M - $1.11M
|
11.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.75K+ 14.59% |
$1.03M - $1.1M
|
45.2K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.58K+ 1.97% |
$822K - $879K
|
237K
$47.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.51KNew |
$811K - $867K
|
4.51K
$899K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.41K+ 27.85% |
$792K - $847K
|
20.2K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.34KNew |
$779K - $833K
|
4.34K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.27KNew |
$767K - $820K
|
4.27K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.92K+ 25.67% |
$704K - $752K
|
19.2K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.86K+ 72.79% |
$693K - $741K
|
9.16K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.47K+ 56.47% |
$623K - $666K
|
9.61K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.07K+ 6.95% |
$551K - $589K
|
47.2K
$9.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
2.81K+ 19.63% |
$504K - $539K
|
17.1K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.76KNew |
$495K - $529K
|
2.76K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.69K+ 8.03% |
$484K - $517K
|
36.2K
$7.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.67K+ 4.6% |
$479K - $512K
|
60.7K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.64K+ 7.26% |
$475K - $507K
|
39K
$7.78M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54KNew |
$456K - $487K
|
2.54K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.52KNew |
$452K - $483K
|
2.52K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.47K+ 43.21% |
$444K - $474K
|
8.19K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.44K+ 7.89% |
$439K - $469K
|
33.4K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 5.76% |
$433K - $462K
|
44.2K
$8.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.37K+ 9.79% |
$425K - $455K
|
26.5K
$5.29M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.23K+ 188.96% |
$400K - $428K
|
3.4K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.14K+ 0.87% |
$385K - $411K
|
249K
$49.6M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
2.12KNew |
$381K - $407K
|
2.12K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.12K+ 10.14% |
$380K - $407K
|
23K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.92KNew |
$345K - $369K
|
1.92K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.88KNew |
$338K - $361K
|
1.88K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$335K - $358K
|
1.87K
$372K
|