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 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-193- 57.78% |
$27.9K - $30.1K
|
141
$26.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-227- 1.18% |
$32.8K - $35.4K
|
19K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-275- 4.51% |
$39.8K - $42.9K
|
5.82K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-328- 7.83% |
$47.4K - $51.1K
|
3.86K
$719K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-343- 12.6% |
$49.6K - $53.5K
|
2.38K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-347- 1.61% |
$50.2K - $54.1K
|
21.2K
$3.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-366- 10.04% |
$52.9K - $57.1K
|
3.28K
$611K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-487- 2.2% |
$70.4K - $75.9K
|
21.7K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-503- 71.05% |
$72.8K - $78.4K
|
205
$38.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-543- 2.64% |
$78.6K - $84.7K
|
20K
$3.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-565- 5.58% |
$81.7K - $88.1K
|
9.57K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-577- 18.02% |
$83.5K - $90K
|
2.63K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-594- 62.0% |
$85.9K - $92.6K
|
364
$67.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-600- 69.2% |
$86.8K - $93.6K
|
267
$49.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-663- 20.99% |
$95.9K - $103K
|
2.5K
$465K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-717- 10.25% |
$104K - $112K
|
6.28K
$1.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-718- 5.52% |
$104K - $112K
|
12.3K
$2.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-726- 1.44% |
$105K - $113K
|
49.7K
$9.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-758- 2.62% |
$110K - $118K
|
28.1K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-770- 16.29% |
$111K - $120K
|
3.96K
$737K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-776- 6.44% |
$112K - $121K
|
11.3K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-805- 0.88% |
$116K - $126K
|
90.9K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-979- 18.5% |
$142K - $153K
|
4.31K
$803K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-986- 3.6% |
$143K - $154K
|
26.4K
$4.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1K- 32.26% |
$145K - $156K
|
2.1K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.04K- 17.81% |
$151K - $163K
|
4.82K
$898K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 12.13% |
$158K - $170K
|
7.9K
$1.47M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 10.66% |
$167K - $180K
|
9.7K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.18K- 42.59% |
$171K - $184K
|
1.59K
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.2K- 56.6% |
$174K - $187K
|
920
$171K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.45K- 39.8% |
$209K - $225K
|
2.19K
$407K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.74K- 81.38% |
$396K - $427K
|
626
$117K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 7.54% |
$448K - $483K
|
38K
$7.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 99.41% |
$490K - $528K
|
20
$3.73K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.45K- 2.76% |
$499K - $538K
|
122K
$22.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.51K- 20.81% |
$508K - $547K
|
13.4K
$2.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.52K- 1.87% |
$509K - $548K
|
184K
$34.3M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.79K- 39.68% |
$548K - $590K
|
5.76K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.12K- 2.11% |
$596K - $642K
|
191K
$35.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.83K- 19.86% |
$699K - $753K
|
19.5K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.21K- 12.94% |
$753K - $812K
|
35K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.32K- 19.31% |
$1.2M - $1.3M
|
34.8K
$6.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.96K- 1.61% |
$1.3M - $1.4M
|
546K
$102M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.1K- 8.5% |
$1.32M - $1.42M
|
98K
$18.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.53K- 22.13% |
$1.38M - $1.49M
|
33.5K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.56K- 74.25% |
$1.38M - $1.49M
|
3.31K
$617K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 3.07% |
$1.55M - $1.67M
|
338K
$63M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.1K- 10.26% |
$3.06M - $3.29M
|
185K
$34.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 15.58% |
$3.89M - $4.19M
|
146K
$27.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-31.7K- 73.22% |
$4.58M - $4.94M
|
11.6K
$2.16M
|