Purchases and Sales Made in Q2 2025 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 2025. 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 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
123KNew |
$20M - $23.2M
|
123K
$23.4M
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
26.8KNew |
$4.35M - $5.05M
|
26.8K
$5.1M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
9.09KNew |
$1.48M - $1.72M
|
9.09K
$1.73M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.81K+ 24.32% |
$1.43M - $1.66M
|
45.1K
$8.58M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.24K+ 60.79% |
$1.34M - $1.56M
|
21.8K
$4.15M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.62KNew |
$1.08M - $1.25M
|
6.62K
$1.26M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.98K+ 4.16% |
$972K - $1.13M
|
150K
$28.5M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.88K+ 27.92% |
$957K - $1.11M
|
27K
$5.14M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.78K+ 41.4% |
$778K - $902K
|
16.3K
$3.11M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.2K+ 4.08% |
$682K - $792K
|
107K
$20.4M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.11K+ 1.1% |
$669K - $776K
|
377K
$71.8M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.8KNew |
$618K - $717K
|
3.8K
$724K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.59K+ 2.38% |
$584K - $677K
|
154K
$29.4M
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.41K+ 21.87% |
$555K - $644K
|
19K
$3.62M
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.22K+ 2.23% |
$524K - $608K
|
148K
$28.2M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 21.11% |
$496K - $576K
|
17.5K
$3.33M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.05K+ 31.62% |
$495K - $575K
|
12.7K
$2.42M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.94KNew |
$478K - $554K
|
2.94K
$559K
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.9K+ 2.38% |
$472K - $547K
|
125K
$23.8M
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.69KNew |
$438K - $508K
|
2.69K
$513K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.69K+ 65.99% |
$437K - $507K
|
6.76K
$1.29M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.59K+ 94.01% |
$421K - $489K
|
5.35K
$1.02M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.53K+ 24.71% |
$412K - $478K
|
12.8K
$2.44M
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.16K+ 18.2% |
$351K - $407K
|
14K
$2.67M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.09K+ 255.43% |
$340K - $395K
|
2.91K
$555K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 76.58% |
$304K - $352K
|
4.31K
$820K
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.63K+ 2.68% |
$264K - $307K
|
62.3K
$11.9M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.61KNew |
$262K - $303K
|
1.61K
$306K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52KNew |
$248K - $288K
|
1.52K
$290K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 4.32% |
$235K - $272K
|
34.9K
$6.64M
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.39KNew |
$226K - $262K
|
1.39K
$265K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.35KNew |
$220K - $255K
|
1.35K
$257K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $244K
|
1.29K
$246K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.16KNew |
$188K - $218K
|
1.16K
$220K
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.13KNew |
$184K - $213K
|
1.13K
$216K
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.13KNew |
$183K - $213K
|
1.13K
$215K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$183K - $212K
|
1.13K
$214K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.08KNew |
$176K - $204K
|
1.08K
$206K
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.08KNew |
$175K - $203K
|
1.08K
$205K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.07KNew |
$175K - $203K
|
1.07K
$205K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.07K+ 106600.0% |
$173K - $201K
|
1.07K
$203K
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
974+ 7.53% |
$158K - $184K
|
13.9K
$2.65M
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
903+ 30.16% |
$147K - $170K
|
3.9K
$743K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
888New |
$144K - $168K
|
888
$169K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
886+ 1.44% |
$144K - $167K
|
62.3K
$11.9M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
792+ 4.1% |
$129K - $149K
|
20.1K
$3.83M
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
754+ 6.41% |
$123K - $142K
|
12.5K
$2.39M
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
745+ 30.56% |
$121K - $141K
|
3.18K
$607K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
667+ 41.53% |
$108K - $126K
|
2.27K
$433K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
610+ 31.23% |
$99.2K - $115K
|
2.56K
$488K
|