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 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
11+ 0.89% |
$1.79K - $2.08K
|
1.25K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.29% |
$1.63K - $1.89K
|
3.49K
$696K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.47% |
$1.46K - $1.7K
|
1.91K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9+ 0.5% |
$1.46K - $1.7K
|
1.8K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8+ 1.8% |
$1.3K - $1.51K
|
452
$90K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8+ 0.45% |
$1.3K - $1.51K
|
1.77K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
8+ 0.34% |
$1.3K - $1.51K
|
2.33K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.43% |
$1.14K - $1.32K
|
1.65K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6+ 0.48% |
$976 - $1.13K
|
1.24K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6+ 0.42% |
$976 - $1.13K
|
1.43K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.44% |
$813 - $944
|
1.15K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$813 - $944
|
2.08K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$651 - $755
|
4
$797
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4+ 0.09% |
$651 - $755
|
4.51K
$897K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.11% |
$651 - $755
|
3.62K
$720K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4+ 0.22% |
$651 - $755
|
1.86K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
3+ 0.4% |
$488 - $566
|
757
$151K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 0.49% |
$488 - $566
|
616
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$325 - $377
|
9.32K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.66% |
$325 - $377
|
303
$60.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2New |
$325 - $377
|
2
$398
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.13% |
$325 - $377
|
1.52K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$325 - $377
|
1.84K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.15% |
$325 - $377
|
1.35K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.08% |
$325 - $377
|
2.36K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.49% |
$325 - $377
|
407
$81.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.05% |
$163 - $189
|
1.87K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$163 - $189
|
1
$199
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$163 - $189
|
391
$77.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 2.86% |
$163 - $189
|
36
$7.17K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$163 - $189
|
2.16K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.17% |
$325 - $377
|
1.15K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3- 0.24% |
$488 - $566
|
1.22K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4- 1.24% |
$651 - $755
|
319
$63.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-5- 1.67% |
$813 - $944
|
295
$58.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7- 3.91% |
$1.14K - $1.32K
|
172
$34.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.08% |
$1.14K - $1.32K
|
8.89K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 0.56% |
$1.14K - $1.32K
|
1.25K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-10- 0.43% |
$1.63K - $1.89K
|
2.33K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 0.14% |
$1.63K - $1.89K
|
7.11K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 0.5% |
$1.95K - $2.26K
|
2.41K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14- 1.04% |
$2.28K - $2.64K
|
1.33K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-15- 0.82% |
$2.44K - $2.83K
|
1.81K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-15- 0.25% |
$2.44K - $2.83K
|
6.11K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-15- 22.73% |
$2.44K - $2.83K
|
51
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 3.44% |
$3.09K - $3.59K
|
533
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25- 1.14% |
$4.07K - $4.72K
|
2.18K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-39- 0.83% |
$6.34K - $7.36K
|
4.66K
$927K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-50- 3.73% |
$8.13K - $9.44K
|
1.29K
$257K
|