Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 11.64% |
$23.6M - $25.5M
|
1.57M
$312M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 71.25% |
$15.6M - $16.8M
|
259K
$51.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98.3KNew |
$14.2M - $15.3M
|
98.3K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
89.8K+ 176.32% |
$13M - $14M
|
141K
$28M
|
|
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
49.6KNew |
$7.18M - $7.74M
|
49.6K
$9.89M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.8K+ 83.03% |
$5.47M - $5.89M
|
83.3K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.8K+ 83.03% |
$5.47M - $5.89M
|
83.3K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.2K+ 5.01% |
$5.37M - $5.79M
|
778K
$155M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 28.33% |
$4.14M - $4.46M
|
130K
$25.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
24.9KNew |
$3.61M - $3.89M
|
24.9K
$4.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.9K+ 26.26% |
$2.88M - $3.1M
|
95.6K
$19M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 23.82% |
$2.59M - $2.8M
|
93.2K
$18.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
16.2KNew |
$2.34M - $2.52M
|
16.2K
$3.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.1K+ 60.52% |
$2.04M - $2.2M
|
37.4K
$7.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.2KNew |
$1.63M - $1.75M
|
11.2K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6K+ 25.91% |
$1.53M - $1.65M
|
51.5K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$1.29M - $1.39M
|
8.9K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.31K+ 98.09% |
$1.2M - $1.3M
|
16.8K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.24K+ 81.6% |
$1.19M - $1.28M
|
18.3K
$3.65M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.09K+ 17.12% |
$1.17M - $1.26M
|
55.3K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.47K+ 366.03% |
$1.08M - $1.16M
|
9.51K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.47K+ 366.03% |
$1.08M - $1.16M
|
9.51K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6.5KNew |
$940K - $1.01M
|
6.5K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.49K+ 3.97% |
$938K - $1.01M
|
170K
$33.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.42K+ 2.73% |
$929K - $1M
|
242K
$48.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.18KNew |
$894K - $963K
|
6.18K
$1.23M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.1K+ 3.73% |
$882K - $951K
|
169K
$33.8M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
BUY
|
- |
5.91K+ 92.5% |
$855K - $922K
|
12.3K
$2.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.66K+ 82.12% |
$818K - $882K
|
12.5K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.17KNew |
$748K - $806K
|
5.17K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.06K+ 329.6% |
$731K - $788K
|
6.59K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.01K+ 2.76% |
$725K - $781K
|
187K
$37.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.81K+ 8.79% |
$696K - $751K
|
59.6K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.12K+ 189.0% |
$596K - $643K
|
6.3K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.04K+ 15.21% |
$585K - $630K
|
30.6K
$6.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.99K+ 10.03% |
$576K - $621K
|
43.7K
$8.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.98K+ 6.73% |
$575K - $620K
|
63.1K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.88K+ 1.96% |
$561K - $604K
|
201K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$466K - $503K
|
3.22K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.08K+ 9.08% |
$446K - $480K
|
37K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.08K+ 21.43% |
$446K - $480K
|
17.5K
$3.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.08K+ 16.75% |
$445K - $480K
|
21.4K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.07K+ 2.3% |
$445K - $479K
|
137K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.96K+ 31.95% |
$428K - $462K
|
12.2K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.9K+ 2.08% |
$420K - $452K
|
142K
$28.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.72K+ 35.63% |
$394K - $425K
|
10.4K
$2.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.57K+ 40.15% |
$371K - $400K
|
8.96K
$1.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.27KNew |
$329K - $355K
|
2.27K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 166.67% |
$289K - $312K
|
3.2K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$267K - $288K
|
1.85K
$368K
|