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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
513+ 11.03% |
$87.6K - $92.6K
|
5.16K
$1.02M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
460New |
$78.6K - $83K
|
460
$90.6K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
450+ 5.24% |
$76.9K - $81.2K
|
9.04K
$1.78M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
400New |
$68.3K - $72.2K
|
400
$78.8K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
373New |
$63.7K - $67.3K
|
373
$73.5K
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
357+ 4.53% |
$61K - $64.4K
|
8.23K
$1.62M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
348+ 12.75% |
$59.5K - $62.8K
|
3.08K
$607K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
345+ 14.5% |
$58.9K - $62.3K
|
2.72K
$537K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
343+ 49.21% |
$58.6K - $61.9K
|
1.04K
$205K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
341+ 3.0% |
$58.3K - $61.5K
|
11.7K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
331+ 3310.0% |
$56.5K - $59.7K
|
341
$67.2K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.5% |
$51.6K - $54.5K
|
20.4K
$4.01M
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
298+ 1.92% |
$50.9K - $53.8K
|
15.9K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
286+ 3.79% |
$48.9K - $51.6K
|
7.84K
$1.54M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
255+ 26.81% |
$43.6K - $46K
|
1.21K
$238K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
252+ 18.31% |
$43.1K - $45.5K
|
1.63K
$321K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
249+ 7.65% |
$42.5K - $44.9K
|
3.5K
$690K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
242+ 5.79% |
$41.3K - $43.7K
|
4.42K
$872K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
225+ 1.54% |
$38.4K - $40.6K
|
14.8K
$2.92M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
205+ 25.43% |
$35K - $37K
|
1.01K
$199K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
185+ 6.03% |
$31.6K - $33.4K
|
3.25K
$641K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
185+ 1.93% |
$31.6K - $33.4K
|
9.77K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
182+ 13.72% |
$31.1K - $32.8K
|
1.51K
$297K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
181+ 2.35% |
$30.9K - $32.7K
|
7.89K
$1.55M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
175New |
$29.9K - $31.6K
|
175
$34.5K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
156+ 9.67% |
$26.7K - $28.2K
|
1.77K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
150+ 11.11% |
$25.6K - $27.1K
|
1.5K
$296K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
106+ 2.68% |
$18.1K - $19.1K
|
4.07K
$801K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
101+ 5.57% |
$17.3K - $18.2K
|
1.91K
$377K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 8.97% |
$17.1K - $18K
|
1.22K
$239K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 4.8% |
$17.1K - $18K
|
2.19K
$431K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
100+ 1.77% |
$17.1K - $18K
|
5.76K
$1.13M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
84+ 2.74% |
$14.4K - $15.2K
|
3.15K
$620K
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
75+ 1.14% |
$12.8K - $13.5K
|
6.63K
$1.31M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65+ 3.02% |
$11.1K - $11.7K
|
2.22K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
60+ 3.66% |
$10.3K - $10.8K
|
1.7K
$335K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
60+ 2.8% |
$10.3K - $10.8K
|
2.21K
$435K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
53+ 3.09% |
$9.05K - $9.57K
|
1.77K
$349K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
47+ 1.71% |
$8.03K - $8.48K
|
2.8K
$551K
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
46+ 3.18% |
$7.86K - $8.3K
|
1.49K
$294K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43+ 2.81% |
$7.35K - $7.76K
|
1.57K
$310K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42New |
$7.18K - $7.58K
|
42
$8.28K
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
40+ 0.57% |
$6.83K - $7.22K
|
7.08K
$1.4M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
37New |
$6.32K - $6.68K
|
37
$7.29K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35+ 2.16% |
$5.98K - $6.32K
|
1.65K
$326K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35New |
$5.98K - $6.32K
|
35
$6.9K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
31+ 0.51% |
$5.3K - $5.6K
|
6.12K
$1.21M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 0.05% |
$4.61K - $4.87K
|
57.7K
$11.4M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 0.05% |
$4.61K - $4.87K
|
57.7K
$11.4M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.57% |
$2.05K - $2.17K
|
2.1K
$414K
|