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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.72K+ 11.23% |
$464K - $490K
|
26.9K
$5.35M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.61K+ 3.52% |
$445K - $471K
|
76.7K
$15.2M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.6K+ 5.94% |
$445K - $470K
|
46.4K
$9.22M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.57KNew |
$439K - $464K
|
2.57K
$511K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.54K+ 24.71% |
$434K - $459K
|
12.8K
$2.55M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.5KNew |
$427K - $452K
|
2.5K
$497K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27KNew |
$388K - $410K
|
2.27K
$452K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.25K+ 25.79% |
$384K - $405K
|
11K
$2.18M
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.06K+ 0.87% |
$352K - $372K
|
240K
$47.8M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 14.67% |
$335K - $354K
|
15.3K
$3.04M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.93KNew |
$329K - $347K
|
1.93K
$383K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
1.92KNew |
$328K - $347K
|
1.92K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 100.0% |
$322K - $340K
|
3.77K
$748K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.71K+ 15.13% |
$291K - $308K
|
13K
$2.58M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 6.58% |
$278K - $293K
|
26.4K
$5.24M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.61K+ 138.97% |
$275K - $291K
|
2.77K
$551K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.51KNew |
$259K - $273K
|
1.51K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.41KNew |
$240K - $254K
|
1.41K
$279K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.4K+ 2408.62% |
$239K - $252K
|
1.46K
$289K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.34KNew |
$229K - $241K
|
1.34K
$266K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.3KNew |
$221K - $234K
|
1.3K
$258K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.29KNew |
$221K - $233K
|
1.29K
$257K
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.28KNew |
$219K - $231K
|
1.28K
$254K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 31.14% |
$218K - $230K
|
5.38K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.21K+ 1.87% |
$207K - $218K
|
66K
$13.1M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.19KNew |
$202K - $214K
|
1.19K
$235K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.17KNew |
$201K - $212K
|
1.17K
$233K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.17KNew |
$200K - $211K
|
1.17K
$233K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.17KNew |
$200K - $211K
|
1.17K
$233K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.05KNew |
$179K - $189K
|
1.05K
$208K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.01K+ 27.26% |
$173K - $183K
|
4.72K
$939K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1K+ 4.12% |
$171K - $180K
|
25.3K
$5.02M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
990New |
$169K - $179K
|
990
$197K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
952+ 22.34% |
$163K - $172K
|
5.21K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
939New |
$160K - $169K
|
939
$187K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
932+ 43.71% |
$159K - $168K
|
3.06K
$609K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
929+ 12.3% |
$159K - $168K
|
8.48K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
897+ 2.11% |
$153K - $162K
|
43.5K
$8.64M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
895New |
$153K - $162K
|
895
$178K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
826+ 7.54% |
$141K - $149K
|
11.8K
$2.34M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
758+ 24.63% |
$129K - $137K
|
3.84K
$762K
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
735+ 5.38% |
$126K - $133K
|
14.4K
$2.86M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
711+ 3.6% |
$121K - $128K
|
20.5K
$4.06M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
684+ 478.32% |
$117K - $123K
|
827
$164K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
660+ 30.47% |
$113K - $119K
|
2.83K
$562K
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
609+ 6.13% |
$104K - $110K
|
10.5K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
577+ 3.19% |
$98.6K - $104K
|
18.7K
$3.71M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
555+ 21.04% |
$94.8K - $100K
|
3.19K
$635K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
549New |
$93.8K - $99.1K
|
549
$109K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
518+ 14.34% |
$88.5K - $93.5K
|
4.13K
$821K
|