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 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.06K+ 18.68% |
$334K - $388K
|
13.1K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 76.58% |
$304K - $352K
|
4.31K
$858K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.63K+ 2.68% |
$264K - $307K
|
62.3K
$12.4M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.61KNew |
$262K - $304K
|
1.61K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.61KNew |
$262K - $303K
|
1.61K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
1.57KNew |
$255K - $296K
|
1.57K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52KNew |
$248K - $288K
|
1.52K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 18775.0% |
$244K - $283K
|
1.51K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 4.32% |
$235K - $272K
|
34.9K
$6.94M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.4KNew |
$228K - $264K
|
1.4K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.39KNew |
$226K - $262K
|
1.39K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.35KNew |
$220K - $255K
|
1.35K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $244K
|
1.29K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.25K+ 5.66% |
$203K - $236K
|
23.3K
$4.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.2KNew |
$195K - $226K
|
1.2K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.18K+ 14.41% |
$192K - $223K
|
9.37K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 29.01% |
$189K - $220K
|
5.18K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.16KNew |
$188K - $218K
|
1.16K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.13KNew |
$184K - $213K
|
1.13K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.13K+ 50.97% |
$183K - $213K
|
3.34K
$665K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.13KNew |
$183K - $213K
|
1.13K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$183K - $212K
|
1.13K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.1K+ 100.37% |
$178K - $207K
|
2.19K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08K+ 4.23% |
$176K - $204K
|
26.6K
$5.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.08KNew |
$176K - $204K
|
1.08K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.08KNew |
$175K - $203K
|
1.08K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.07KNew |
$175K - $203K
|
1.07K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.07K+ 106600.0% |
$173K - $201K
|
1.07K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
974+ 7.53% |
$158K - $184K
|
13.9K
$2.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
903+ 30.16% |
$147K - $170K
|
3.9K
$776K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
888New |
$144K - $168K
|
888
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
886+ 1.44% |
$144K - $167K
|
62.3K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
792+ 4.1% |
$129K - $149K
|
20.1K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
766+ 27.39% |
$125K - $145K
|
3.56K
$710K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
754+ 6.41% |
$123K - $142K
|
12.5K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
745+ 30.56% |
$121K - $141K
|
3.18K
$634K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
673+ 13.71% |
$109K - $127K
|
5.58K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
667+ 41.53% |
$108K - $126K
|
2.27K
$453K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
610+ 31.23% |
$99.2K - $115K
|
2.56K
$511K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
594+ 1.01% |
$96.6K - $112K
|
59.3K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
570+ 26.76% |
$92.7K - $108K
|
2.7K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
523+ 10.84% |
$85.1K - $98.7K
|
5.35K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
418+ 4.46% |
$68K - $78.9K
|
9.79K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
358+ 1.47% |
$58.2K - $67.6K
|
24.7K
$4.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
354+ 14.92% |
$57.6K - $66.8K
|
2.73K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
348+ 3.8% |
$56.6K - $65.7K
|
9.5K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
342+ 15.43% |
$55.6K - $64.5K
|
2.56K
$510K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
339New |
$55.1K - $64K
|
339
$67.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
325+ 11.81% |
$52.9K - $61.3K
|
3.08K
$613K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
295+ 4.7% |
$48K - $55.7K
|
6.57K
$1.31M
|