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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
19KNew |
$3.41M - $3.65M
|
19K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 1297.58% |
$2.41M - $2.58M
|
14.5K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.41K+ 27.85% |
$792K - $847K
|
20.2K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.92K+ 25.67% |
$704K - $752K
|
19.2K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.47K+ 56.47% |
$623K - $666K
|
9.61K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.69K+ 8.03% |
$484K - $517K
|
36.2K
$6.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.67K+ 4.6% |
$479K - $512K
|
60.7K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.63K+ 91.99% |
$293K - $313K
|
3.4K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.48K+ 18.94% |
$266K - $284K
|
9.28K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.4KNew |
$252K - $269K
|
1.4K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 10.11% |
$213K - $228K
|
12.9K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
950New |
$171K - $182K
|
950
$163K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
780+ 40.23% |
$140K - $150K
|
2.72K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
716+ 4.64% |
$129K - $138K
|
16.2K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
613New |
$110K - $118K
|
613
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$89.9K - $96K
|
500
$85.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
367+ 0.95% |
$66K - $70.5K
|
38.9K
$6.68M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 75.0% |
$53.9K - $57.6K
|
700
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
298+ 16.81% |
$53.6K - $57.2K
|
2.07K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
276+ 12.21% |
$49.6K - $53K
|
2.54K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
204+ 1.76% |
$36.7K - $39.2K
|
11.8K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
139New |
$25K - $26.7K
|
139
$23.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
123+ 1.0% |
$22.1K - $23.6K
|
12.4K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
88New |
$15.8K - $16.9K
|
88
$15.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
86+ 0.07% |
$15.5K - $16.5K
|
122K
$21M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 2.05% |
$8.45K - $9.03K
|
2.34K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 2.11% |
$4.85K - $5.19K
|
1.31K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21New |
$3.77K - $4.03K
|
21
$3.61K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19+ 0.07% |
$3.41K - $3.65K
|
27.2K
$4.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
16+ 0.88% |
$2.88K - $3.07K
|
1.84K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
15+ 0.48% |
$2.7K - $2.88K
|
3.13K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14+ 0.45% |
$2.52K - $2.69K
|
3.15K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.29% |
$1.8K - $1.92K
|
3.48K
$599K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.53% |
$1.08K - $1.15K
|
1.15K
$197K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5+ 0.41% |
$899 - $960
|
1.24K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$719 - $768
|
19.3K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.52% |
$719 - $768
|
779
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
1+ 1.32% |
$180 - $192
|
77
$13.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$180 - $192
|
390
$67K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$539 - $576
|
1.6K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-10- 1.64% |
$1.8K - $1.92K
|
600
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35- 1.55% |
$6.29K - $6.72K
|
2.22K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-38- 0.43% |
$6.83K - $7.3K
|
8.9K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-55- 1.36% |
$9.88K - $10.6K
|
4K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-72- 4.95% |
$12.9K - $13.8K
|
1.38K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-112- 3.28% |
$20.1K - $21.5K
|
3.3K
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-126- 5.07% |
$22.6K - $24.2K
|
2.36K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-158- 6.12% |
$28.4K - $30.3K
|
2.42K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-221- 4.5% |
$39.7K - $42.4K
|
4.69K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-222- 13.0% |
$39.9K - $42.6K
|
1.49K
$255K
|