Purchases and Sales Made in Q2 2024 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 2024. 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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114K+ 3106.24% |
$19.5M - $20.6M
|
118K
$21.6M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75.5KNew |
$12.9M - $13.6M
|
75.5K
$13.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.7K+ 4.13% |
$12.6M - $13.3M
|
1.86M
$341M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 27.99% |
$7.89M - $8.34M
|
211K
$38.8M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
37.8KNew |
$6.46M - $6.82M
|
37.8K
$6.94M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36.5KNew |
$6.24M - $6.59M
|
36.5K
$6.71M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.1K+ 268.98% |
$5.65M - $5.97M
|
45.4K
$8.33M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
32.1K+ 34.17% |
$5.49M - $5.8M
|
126K
$23.2M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
30.4K+ 305.36% |
$5.2M - $5.49M
|
40.4K
$7.42M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
29.8K+ 14.87% |
$5.09M - $5.38M
|
230K
$42.3M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
28.7KNew |
$4.91M - $5.19M
|
28.7K
$5.28M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
28.4K+ 59.73% |
$4.85M - $5.12M
|
75.9K
$13.9M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 10.47% |
$4.13M - $4.36M
|
255K
$46.8M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.7K+ 8.65% |
$3.87M - $4.09M
|
285K
$52.2M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.1K+ 5.99% |
$3.78M - $3.99M
|
391K
$71.8M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20K+ 4.18% |
$3.42M - $3.61M
|
499K
$91.5M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.5K+ 5.03% |
$3.33M - $3.51M
|
406K
$74.6M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 12.57% |
$3.28M - $3.47M
|
172K
$31.6M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.4KNew |
$3.14M - $3.32M
|
18.4K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 11.9% |
$2.89M - $3.05M
|
159K
$29.2M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 10.99% |
$2.66M - $2.81M
|
157K
$28.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14K+ 9.14% |
$2.39M - $2.52M
|
167K
$30.6M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12K+ 166.65% |
$2.04M - $2.16M
|
19.1K
$3.51M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5K+ 9.04% |
$1.96M - $2.07M
|
138K
$25.4M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.1KNew |
$1.9M - $2.01M
|
11.1K
$2.04M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 13.94% |
$1.87M - $1.97M
|
89.4K
$16.4M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10K+ 5.25% |
$1.71M - $1.81M
|
201K
$36.9M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.53K+ 6.29% |
$1.63M - $1.72M
|
161K
$29.6M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.86KNew |
$1.51M - $1.6M
|
8.86K
$1.63M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 6.48% |
$1.47M - $1.56M
|
142K
$26M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.1K+ 0.72% |
$1.21M - $1.28M
|
989K
$182M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.1K+ 0.72% |
$1.21M - $1.28M
|
989K
$182M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.97K+ 36.92% |
$1.02M - $1.08M
|
22.2K
$4.07M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.58K+ 1516.03% |
$953K - $1.01M
|
5.95K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.56K+ 2.79% |
$949K - $1M
|
205K
$37.6M
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.19KNew |
$886K - $936K
|
5.19K
$952K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.93K+ 122.77% |
$843K - $890K
|
8.95K
$1.64M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.82KNew |
$823K - $869K
|
4.82K
$884K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.58K+ 8.78% |
$782K - $826K
|
56.7K
$10.4M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.26K+ 15.44% |
$728K - $770K
|
31.9K
$5.85M
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.17K+ 22.62% |
$712K - $752K
|
22.6K
$4.15M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.76KNew |
$642K - $679K
|
3.76K
$690K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.69KNew |
$630K - $666K
|
3.69K
$677K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.51K+ 281.41% |
$600K - $634K
|
4.76K
$874K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48K+ 10.21% |
$595K - $628K
|
37.6K
$6.9M
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.35KNew |
$572K - $604K
|
3.35K
$615K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.17K+ 8.96% |
$541K - $572K
|
38.5K
$7.07M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.07KNew |
$524K - $553K
|
3.07K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.95KNew |
$503K - $532K
|
2.95K
$541K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.87K+ 318.51% |
$491K - $519K
|
3.78K
$693K
|