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 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.81K+ 10.27% |
$326K - $348K
|
19.5K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.77K+ 11.82% |
$318K - $340K
|
16.7K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.63K+ 91.99% |
$293K - $313K
|
3.4K
$678K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.6K+ 18.54% |
$288K - $308K
|
10.3K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.48K+ 18.94% |
$266K - $284K
|
9.28K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.4KNew |
$252K - $269K
|
1.4K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.38K+ 7.0% |
$248K - $265K
|
21.1K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 363.93% |
$223K - $238K
|
1.58K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 10.11% |
$213K - $228K
|
12.9K
$2.58M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.18K+ 94.11% |
$212K - $227K
|
2.44K
$486K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 94.11% |
$212K - $227K
|
2.44K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13KNew |
$202K - $216K
|
1.13K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 65.21% |
$198K - $212K
|
2.8K
$557K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.1K+ 65.21% |
$198K - $212K
|
2.8K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.09KNew |
$196K - $210K
|
1.09K
$218K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.09KNew |
$196K - $210K
|
1.09K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.08K+ 95.67% |
$194K - $208K
|
2.21K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.06K+ 10.71% |
$191K - $204K
|
11K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 2.69% |
$191K - $204K
|
40.6K
$8.08M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
961+ 16.07% |
$173K - $185K
|
6.94K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
950New |
$171K - $182K
|
950
$189K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
854+ 49.54% |
$153K - $164K
|
2.58K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
828+ 70.05% |
$149K - $159K
|
2.01K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
780+ 40.23% |
$140K - $150K
|
2.72K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
716+ 4.64% |
$129K - $138K
|
16.2K
$3.22M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
698+ 12.12% |
$125K - $134K
|
6.46K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
697+ 25.31% |
$125K - $134K
|
3.45K
$687K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
641+ 3.37% |
$115K - $123K
|
19.7K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
639+ 2.69% |
$115K - $123K
|
24.4K
$4.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
613New |
$110K - $118K
|
613
$122K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
564+ 16.35% |
$101K - $108K
|
4.01K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
526+ 13.23% |
$94.5K - $101K
|
4.5K
$897K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$89.9K - $96K
|
500
$99.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
493+ 43.02% |
$88.6K - $94.7K
|
1.64K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
486+ 6.7% |
$87.3K - $93.3K
|
7.74K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
444New |
$79.8K - $85.3K
|
444
$88.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
436+ 25.63% |
$78.4K - $83.7K
|
2.14K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
378+ 12.31% |
$67.9K - $72.6K
|
3.45K
$687K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
367+ 0.95% |
$66K - $70.5K
|
38.9K
$7.74M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
361+ 15.1% |
$64.9K - $69.3K
|
2.75K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
343+ 0.24% |
$61.6K - $65.9K
|
144K
$28.6M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
327+ 13.69% |
$58.8K - $62.8K
|
2.72K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
317+ 1.46% |
$57K - $60.9K
|
22.1K
$4.4M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 75.0% |
$53.9K - $57.6K
|
700
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
298+ 16.81% |
$53.6K - $57.2K
|
2.07K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
276+ 12.21% |
$49.6K - $53K
|
2.54K
$505K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
271+ 4.13% |
$48.7K - $52K
|
6.84K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
248+ 10.13% |
$44.6K - $47.6K
|
2.7K
$537K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
209+ 4.08% |
$37.6K - $40.1K
|
5.33K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
207New |
$37.2K - $39.8K
|
207
$41.2K
|