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 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.26K- 1.65% |
$227K - $242K
|
75.4K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.32K- 1.38% |
$237K - $254K
|
94.4K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.49K- 11.41% |
$267K - $286K
|
11.6K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.69K- 7.71% |
$304K - $324K
|
20.2K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.71K- 1.54% |
$307K - $328K
|
109K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.81K- 18.86% |
$326K - $348K
|
7.79K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.06K- 0.79% |
$370K - $395K
|
259K
$47.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.1K- 1.93% |
$377K - $403K
|
107K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.18K- 6.72% |
$391K - $418K
|
30.2K
$5.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.36K- 3.29% |
$424K - $453K
|
69.2K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 56.38% |
$431K - $461K
|
1.86K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.8K- 0.52% |
$502K - $537K
|
533K
$98.5M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.48K- 11.42% |
$625K - $668K
|
27K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.56K- 20.95% |
$640K - $684K
|
13.4K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.67K- 57.12% |
$660K - $705K
|
2.76K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.24K- 12.79% |
$762K - $815K
|
28.9K
$5.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-4.4K- 75.62% |
$791K - $846K
|
1.42K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.52K- 2.96% |
$812K - $867K
|
148K
$27.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.05K- 27.13% |
$907K - $969K
|
13.6K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.07K- 5.58% |
$1.09M - $1.17M
|
103K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-6.92K- 36.13% |
$1.24M - $1.33M
|
12.2K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-7.5K- 21.29% |
$1.35M - $1.44M
|
27.7K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.2K- 66.64% |
$1.47M - $1.58M
|
4.11K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.24K- 12.31% |
$1.48M - $1.58M
|
58.7K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-8.34K- 9.58% |
$1.5M - $1.6M
|
78.8K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.65K- 3.61% |
$1.55M - $1.66M
|
231K
$42.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.92K- 9.86% |
$1.6M - $1.71M
|
81.5K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 2.97% |
$2.22M - $2.37M
|
403K
$74.4M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-12.9K- 52.91% |
$2.32M - $2.48M
|
11.5K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.3K- 2.31% |
$2.4M - $2.56M
|
565K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.2K- 12.82% |
$2.73M - $2.92M
|
103K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 12.31% |
$3.21M - $3.43M
|
127K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.1K- 88.21% |
$3.25M - $3.48M
|
2.42K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-34.1K- 22.62% |
$6.13M - $6.55M
|
117K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.6K- 12.4% |
$9.27M - $9.91M
|
365K
$67.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.1K- 3.28% |
$11.2M - $11.9M
|
1.83M
$338M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-66.4K- 58.67% |
$11.9M - $12.8M
|
46.8K
$8.64M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-617K- 98.25% |
$111M - $118M
|
11K
$2.03M
|