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 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
12+ 0.06% |
$2.16K - $2.3K
|
21.6K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
10+ 0.48% |
$1.8K - $1.92K
|
2.09K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.29% |
$1.8K - $1.92K
|
3.48K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$1.8K - $1.92K
|
10
$1.85K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.17% |
$1.62K - $1.73K
|
5.35K
$987K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.45% |
$1.44K - $1.54K
|
1.8K
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$1.44K - $1.54K
|
2.99K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.42% |
$1.44K - $1.54K
|
1.91K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.49% |
$1.44K - $1.54K
|
1.64K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7+ 0.42% |
$1.26K - $1.34K
|
1.68K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 0.48% |
$1.26K - $1.34K
|
1.48K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.31% |
$1.08K - $1.15K
|
1.95K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.53% |
$1.08K - $1.15K
|
1.15K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.44% |
$899 - $960
|
1.15K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.14% |
$899 - $960
|
3.61K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.1% |
$899 - $960
|
4.83K
$891K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5+ 0.41% |
$899 - $960
|
1.24K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.15% |
$719 - $768
|
2.76K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$719 - $768
|
19.3K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.52% |
$719 - $768
|
779
$144K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 2.61% |
$719 - $768
|
157
$29K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4+ 0.04% |
$719 - $768
|
10.4K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.13% |
$539 - $576
|
2.33K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.17% |
$539 - $576
|
1.72K
$318K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$359 - $384
|
1.84K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.17% |
$359 - $384
|
1.15K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$359 - $384
|
9.32K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2+ 0.18% |
$359 - $384
|
1.14K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.15% |
$359 - $384
|
1.35K
$249K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$180 - $192
|
390
$72K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$180 - $192
|
1
$185
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.33% |
$180 - $192
|
301
$55.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
1+ 1.32% |
$180 - $192
|
77
$14.2K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.25% |
$180 - $192
|
405
$74.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$539 - $576
|
1.6K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-10- 1.64% |
$1.8K - $1.92K
|
600
$111K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.29% |
$1.98K - $2.11K
|
3.83K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15- 0.31% |
$2.7K - $2.88K
|
4.81K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16- 0.08% |
$2.88K - $3.07K
|
19.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-17- 1.19% |
$3.06K - $3.27K
|
1.41K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-18- 5.28% |
$3.23K - $3.46K
|
323
$59.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35- 1.55% |
$6.29K - $6.72K
|
2.22K
$409K
|
|
|
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
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-45- 90.0% |
$8.09K - $8.64K
|
5
$923
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-45- 3.5% |
$8.09K - $8.64K
|
1.24K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-51- 0.71% |
$9.17K - $9.8K
|
7.12K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-55- 1.36% |
$9.88K - $10.6K
|
4K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-66- 5.1% |
$11.9K - $12.7K
|
1.23K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-72- 4.95% |
$12.9K - $13.8K
|
1.38K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-73- 1.25% |
$13.1K - $14K
|
5.78K
$1.07M
|