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 16, 2024
                  Q2 2024
                 | 
      Envestnet Portfolio Solutions, Inc.
       Berwyn, PA | BUY | - | 518+ 14.34% |                   
                  $88.5K - $93.5K
                 |                   
                4.13K
                $823K
               | |
| 
                  Aug 15, 2024
                  Q2 2024
                 | 
      Creative Planning
       Overland Park, KS | BUY | - | 513+ 11.03% |                   
                  $87.6K - $92.6K
                 |                   
                5.16K
                $1.03M
               | |
| 
                  Aug 06, 2024
                  Q2 2024
                 | 
      Ashton Thomas Private Wealth, LLC
       Scottsdale, AZ | BUY | - | 460New |                   
                  $78.6K - $83K
                 |                   
                460
                $91.6K
               | |
| 
                  Aug 13, 2024
                  Q2 2024
                 | 
      Baird Financial Group, Inc.
       Milwaukee, WI | BUY | - | 450+ 5.24% |                   
                  $76.9K - $81.2K
                 |                   
                9.04K
                $1.8M
               | |
| 
                  Jul 30, 2024
                  Q2 2024
                 | 
      Rothschild Investment LLC
       Chicago, IL | BUY | - | 400New |                   
                  $68.3K - $72.2K
                 |                   
                400
                $79.7K
               | |
| 
                  Aug 05, 2024
                  Q2 2024
                 | 
      Mcf Advisors LLC
       Covington, KY | BUY | - | 373New |                   
                  $63.7K - $67.3K
                 |                   
                373
                $74.3K
               | |
| 
                  Aug 06, 2024
                  Q2 2024
                 | 
      Insight 2811, Inc.
       Chicago, IL | BUY | - | 357+ 4.53% |                   
                  $61K - $64.4K
                 |                   
                8.23K
                $1.64M
               | |
| 
                  Aug 12, 2024
                  Q2 2024
                 | 
      Ae Wealth Management LLC
      
   | BUY | - | 348+ 12.75% |                   
                  $59.5K - $62.8K
                 |                   
                3.08K
                $613K
               | |
| 
                  Aug 12, 2024
                  Q2 2024
                 | 
      Mai Capital Management
      
   | BUY | - | 345+ 14.5% |                   
                  $58.9K - $62.3K
                 |                   
                2.72K
                $543K
               | |
| 
                  Aug 08, 2024
                  Q2 2024
                 | 
      Steward Partners Investment Advisory, LLC
      
   | BUY | - | 343+ 49.21% |                   
                  $58.6K - $61.9K
                 |                   
                1.04K
                $207K
               | |
| 
                  Jul 12, 2024
                  Q2 2024
                 | 
      Hfg Advisors, Inc.
      
   | BUY | - | 341+ 3.0% |                   
                  $58.3K - $61.5K
                 |                   
                11.7K
                $2.33M
               | |
| 
                  Aug 14, 2024
                  Q2 2024
                 | 
      O'Shaughnessy Asset Management, LLC
       Stamford, CT | BUY | - | 331+ 3310.0% |                   
                  $56.5K - $59.7K
                 |                   
                341
                $67.9K
               | |
| 
                  Jul 24, 2024
                  Q2 2024
                 | 
      Stratos Wealth Advisors, LLC
      
   | BUY | - | 302+ 1.5% |                   
                  $51.6K - $54.5K
                 |                   
                20.4K
                $4.06M
               | |
| 
                  Aug 13, 2024
                  Q2 2024
                 | 
      Balanced Wealth Group LLC
       Westlake, OH | BUY | - | 298+ 1.92% |                   
                  $50.9K - $53.8K
                 |                   
                15.9K
                $3.16M
               | |
| 
                  Aug 13, 2024
                  Q2 2024
                 | 
      Geller Advisors LLC
       New York, NY | BUY | - | 286+ 3.79% |                   
                  $48.9K - $51.6K
                 |                   
                7.84K
                $1.56M
               | |
| 
                  Aug 08, 2024
                  Q2 2024
                 | 
      Guardian Wealth Management, Inc.
       Peoria, IL | BUY | - | 255+ 26.81% |                   
                  $43.6K - $46K
                 |                   
                1.21K
                $240K
               | |
| 
                  Jul 24, 2024
                  Q2 2024
                 | 
      Bay Colony Advisory Group, Inc D
      
   | BUY | - | 252+ 18.31% |                   
                  $43.1K - $45.5K
                 |                   
                1.63K
                $324K
               | |
| 
                  Aug 02, 2024
                  Q2 2024
                 | 
      Cozad Asset Management Inc
       Champaign, IL | BUY | - | 249+ 7.65% |                   
                  $42.5K - $44.9K
                 |                   
                3.5K
                $698K
               | |
| 
                  Aug 14, 2024
                  Q2 2024
                 | 
      Regal Investment Advisors LLC
       Kentwood, MI | BUY | - | 242+ 5.79% |                   
                  $41.3K - $43.7K
                 |                   
                4.42K
                $881K
               | |
| 
                  Jul 30, 2024
                  Q2 2024
                 | 
      Concurrent Investment Advisors, LLC
       Tampa, FL | BUY | - | 225+ 1.54% |                   
                  $38.4K - $40.6K
                 |                   
                14.8K
                $2.96M
               | |
| 
                  Jul 09, 2024
                  Q2 2024
                 | 
      Cwm, LLC
      
   | BUY | - | 205+ 25.43% |                   
                  $35K - $37K
                 |                   
                1.01K
                $201K
               | |
| 
                  Jul 31, 2024
                  Q2 2024
                 | 
      Consolidated Portfolio Review Corp
       Woodbury, NY | BUY | - | 185+ 6.03% |                   
                  $31.6K - $33.4K
                 |                   
                3.25K
                $648K
               | |
| 
                  Jul 29, 2024
                  Q2 2024
                 | 
      Modera Wealth Management, LLC
      
   | BUY | - | 185+ 1.93% |                   
                  $31.6K - $33.4K
                 |                   
                9.77K
                $1.95M
               | |
| 
                  Aug 14, 2024
                  Q2 2024
                 | 
      Snowden Capital Advisors LLC
       New York, NY | BUY | - | 182+ 13.72% |                   
                  $31.1K - $32.8K
                 |                   
                1.51K
                $301K
               | |
| 
                  Aug 14, 2024
                  Q2 2024
                 | 
      Bank Of Montreal 
       Toronto, A6 | BUY | - | 181+ 2.35% |                   
                  $30.9K - $32.7K
                 |                   
                7.89K
                $1.57M
               | |
| 
                  Jul 26, 2024
                  Q2 2024
                 | 
      Mc Clarren Financial Advisors, Inc.
       State College, PA | BUY | - | 175New |                   
                  $29.9K - $31.6K
                 |                   
                175
                $34.9K
               | |
| 
                  Aug 13, 2024
                  Q2 2024
                 | 
      Buckingham Strategic Partners
       Saint Louis, MO | BUY | - | 156+ 9.67% |                   
                  $26.7K - $28.2K
                 |                   
                1.77K
                $352K
               | |
| 
                  Aug 14, 2024
                  Q2 2024
                 | 
      Eagle Global Advisors LLC
       Houston, TX | BUY | - | 150+ 11.11% |                   
                  $25.6K - $27.1K
                 |                   
                1.5K
                $299K
               | |
| 
                  Aug 21, 2024
                  Q2 2024
                 | 
      Advisory Alpha, LLC
      
   | BUY | - | 106+ 2.68% |                   
                  $18.1K - $19.1K
                 |                   
                4.07K
                $810K
               | |
| 
                  Aug 13, 2024
                  Q2 2024
                 | 
      Vanguard Group Inc
       Valley Forge, PA | BUY | - | 101+ 5.57% |                   
                  $17.3K - $18.2K
                 |                   
                1.91K
                $381K
               | |
| 
                  Jul 15, 2024
                  Q2 2024
                 | 
      Pinnacle Bancorp, Inc.
      
   | BUY | - | 100+ 8.97% |                   
                  $17.1K - $18K
                 |                   
                1.22K
                $242K
               | |
| 
                  Aug 02, 2024
                  Q2 2024
                 | 
      Lowery Thomas, LLC
       San Francisco, CA | BUY | - | 100+ 1.77% |                   
                  $17.1K - $18K
                 |                   
                5.76K
                $1.15M
               | |
| 
                  Aug 14, 2024
                  Q2 2024
                 | 
      Pettyjohn, Wood & White, Inc
       Lynchburg, VA | BUY | - | 100+ 4.8% |                   
                  $17.1K - $18K
                 |                   
                2.19K
                $435K
               | |
| 
                  Dec 02, 2024
                  Q2 2024
                 | 
      Capasso Planning Partners LLC
       Charleston, SC | BUY | - | 96+ 0.89% |                   
                  $16.4K - $17.3K
                 |                   
                10.9K
                $2.17M
               | |
| 
                  Aug 06, 2024
                  Q2 2024
                 | 
      Creative Financial Designs Inc 
      
   | BUY | - | 84+ 2.74% |                   
                  $14.4K - $15.2K
                 |                   
                3.15K
                $627K
               | |
| 
                  Jul 25, 2024
                  Q2 2024
                 | 
      Sierra Capital LLC
      
   | BUY | - | 75+ 1.14% |                   
                  $12.8K - $13.5K
                 |                   
                6.63K
                $1.32M
               | |
| 
                  Aug 09, 2024
                  Q2 2024
                 | 
      Pnc Financial Services Group, Inc.
       Pittsburgh, PA | BUY | - | 65+ 3.02% |                   
                  $11.1K - $11.7K
                 |                   
                2.22K
                $442K
               | |
| 
                  Aug 13, 2024
                  Q2 2024
                 | 
      Roberts Wealth Advisors, LLC
      
   | BUY | - | 60+ 3.66% |                   
                  $10.3K - $10.8K
                 |                   
                1.7K
                $338K
               | |
| 
                  Jul 31, 2024
                  Q2 2024
                 | 
      Confluence Wealth Services, Inc.
       Mcmurray, PA | BUY | - | 60+ 2.8% |                   
                  $10.3K - $10.8K
                 |                   
                2.21K
                $439K
               | |
| 
                  Aug 02, 2024
                  Q2 2024
                 | 
      Gladstone Institutional Advisory LLC
       Boca Raton, FL | BUY | - | 53+ 3.09% |                   
                  $9.05K - $9.57K
                 |                   
                1.77K
                $352K
               | |
| 
                  Jul 23, 2024
                  Q2 2024
                 | 
      Allworth Financial LP
      
   | BUY | - | 47+ 1.71% |                   
                  $8.03K - $8.48K
                 |                   
                2.8K
                $557K
               | |
| 
                  Jul 15, 2024
                  Q2 2024
                 | 
      ETF Portfolio Partners, Inc.
      
   | BUY | - | 46+ 3.18% |                   
                  $7.86K - $8.3K
                 |                   
                1.49K
                $297K
               | |
| 
                  Aug 15, 2024
                  Q2 2024
                 | 
      Sunbelt Securities, Inc.
       Houston, TX | BUY | - | 43+ 2.81% |                   
                  $7.35K - $7.76K
                 |                   
                1.57K
                $313K
               | |
| 
                  Aug 09, 2024
                  Q2 2024
                 | 
      Clearstead Advisors, LLC
       Cleveland, OH | BUY | - | 42New |                   
                  $7.18K - $7.58K
                 |                   
                42
                $8.37K
               | |
| 
                  Jul 23, 2024
                  Q2 2024
                 | 
      Von Berge Wealth Management Group, LLC
      
   | BUY | - | 40+ 0.57% |                   
                  $6.83K - $7.22K
                 |                   
                7.08K
                $1.41M
               | |
| 
                  Jul 16, 2024
                  Q2 2024
                 | 
      Gps Wealth Strategies Group, LLC
      
   | BUY | - | 37New |                   
                  $6.32K - $6.68K
                 |                   
                37
                $7.37K
               | |
| 
                  Jul 17, 2024
                  Q2 2024
                 | 
      Leo Wealth, LLC
       Hurst, TX | BUY | - | 35+ 2.16% |                   
                  $5.98K - $6.32K
                 |                   
                1.65K
                $329K
               | |
| 
                  Aug 12, 2024
                  Q2 2024
                 | 
      Kelly Financial Services LLC
       Braintree, MA | BUY | - | 35New |                   
                  $5.98K - $6.32K
                 |                   
                35
                $6.97K
               | |
| 
                  Jul 16, 2024
                  Q2 2024
                 | 
      Apeiron Ria LLC
      
   | BUY | - | 31+ 0.51% |                   
                  $5.3K - $5.6K
                 |                   
                6.12K
                $1.22M
               | |
| 
                  Jul 17, 2024
                  Q2 2024
                 | 
      Relyea Zuckerberg Hanson LLC
      
   | BUY | - | 27+ 0.05% |                   
                  $4.61K - $4.87K
                 |                   
                57.7K
                $11.5M
               |