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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
50+ 2.38% |
$7.23K - $7.8K
|
2.16K
$419K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
50+ 2.38% |
$7.23K - $7.8K
|
2.16K
$419K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
49+ 5.16% |
$7.09K - $7.64K
|
999
$194K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
46+ 0.33% |
$6.65K - $7.17K
|
14.1K
$2.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
34New |
$4.92K - $5.3K
|
34
$6.61K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25+ 0.71% |
$3.62K - $3.9K
|
3.54K
$689K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
22+ 0.36% |
$3.18K - $3.43K
|
6.08K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17New |
$2.46K - $2.65K
|
17
$3.31K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13+ 0.56% |
$1.88K - $2.03K
|
2.33K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
12+ 0.04% |
$1.74K - $1.87K
|
27.6K
$5.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.24% |
$1.45K - $1.56K
|
4.26K
$828K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.4% |
$1.45K - $1.56K
|
722
$140K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9+ 0.49% |
$1.3K - $1.4K
|
1.84K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.4% |
$1.01K - $1.09K
|
1.74K
$338K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.01K - $1.09K
|
7
$1.36K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4+ 0.56% |
$579 - $624
|
718
$140K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$579 - $624
|
4
$778
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.07% |
$145 - $156
|
1.38K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 25.0% |
$145 - $156
|
5
$973
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 25.0% |
$145 - $156
|
5
$973
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.04% |
$434 - $468
|
7.65K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.16% |
$868 - $936
|
3.71K
$721K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6- 0.27% |
$868 - $936
|
2.26K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7- 0.19% |
$1.01K - $1.09K
|
3.69K
$718K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 0.76% |
$1.16K - $1.25K
|
1.04K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-22- 1.37% |
$3.18K - $3.43K
|
1.59K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-22- 5.85% |
$3.18K - $3.43K
|
354
$68.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 0.31% |
$4.77K - $5.15K
|
10.6K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-43- 47.25% |
$6.22K - $6.7K
|
48
$9.34K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-47- 2.25% |
$6.8K - $7.33K
|
2.04K
$397K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 0.96% |
$9.4K - $10.1K
|
6.68K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-66- 3.88% |
$9.55K - $10.3K
|
1.63K
$318K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-67- 1.43% |
$9.69K - $10.4K
|
4.61K
$897K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-77- 17.42% |
$11.1K - $12K
|
365
$71K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-85- 5.52% |
$12.3K - $13.3K
|
1.45K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-85- 0.41% |
$12.3K - $13.3K
|
20.6K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-95- 1.31% |
$13.7K - $14.8K
|
7.17K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-95- 1.53% |
$13.7K - $14.8K
|
6.11K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 0.83% |
$14.5K - $15.6K
|
12K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 15.27% |
$14.5K - $15.6K
|
555
$108K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-103- 1.62% |
$14.9K - $16.1K
|
6.26K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-116- 5.49% |
$16.8K - $18.1K
|
2K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-119- 2.81% |
$17.2K - $18.6K
|
4.11K
$800K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-119- 4.29% |
$17.2K - $18.6K
|
2.66K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-123- 3.95% |
$17.8K - $19.2K
|
2.99K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-124- 5.67% |
$17.9K - $19.3K
|
2.06K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-150- 5.41% |
$21.7K - $23.4K
|
2.62K
$510K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-152- 3.27% |
$22K - $23.7K
|
4.49K
$874K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-168- 1.66% |
$24.3K - $26.2K
|
9.97K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-168- 12.88% |
$24.3K - $26.2K
|
1.14K
$221K
|