Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
633K+ 6477.78% |
$94.1M - $102M
|
642K
$124M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
48.9K+ 301.9% |
$7.26M - $7.87M
|
65K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.3K+ 6.2% |
$7.18M - $7.78M
|
827K
$160M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.5K+ 12.72% |
$5.43M - $5.89M
|
324K
$62.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
36.3K+ 25.79% |
$5.4M - $5.85M
|
177K
$34.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.3K+ 31.38% |
$4.35M - $4.71M
|
122K
$23.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.8K+ 13.8% |
$3.83M - $4.15M
|
213K
$41.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
21KNew |
$3.13M - $3.39M
|
21K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 695.49% |
$2.82M - $3.06M
|
21.7K
$4.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17.7KNew |
$2.64M - $2.86M
|
17.7K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 4.91% |
$2.47M - $2.68M
|
355K
$68.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14.1K+ 225.53% |
$2.1M - $2.28M
|
20.4K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 41.18% |
$1.87M - $2.03M
|
43.2K
$8.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.3KNew |
$1.84M - $1.99M
|
12.3K
$2.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.7KNew |
$1.74M - $1.89M
|
11.7K
$2.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.5K+ 5630.73% |
$1.72M - $1.86M
|
11.7K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 31.98% |
$1.66M - $1.8M
|
46.2K
$8.94M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.71KNew |
$1.44M - $1.56M
|
9.71K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.65K+ 5.94% |
$1.29M - $1.39M
|
154K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.96KNew |
$1.18M - $1.28M
|
7.96K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 7.79% |
$1.11M - $1.2M
|
103K
$19.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
6.92KNew |
$1.03M - $1.12M
|
6.92K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.55K+ 7.87% |
$974K - $1.06M
|
89.9K
$17.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.28K+ 12.45% |
$934K - $1.01M
|
56.8K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.91KNew |
$730K - $791K
|
4.91K
$949K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.52K+ 13.0% |
$672K - $729K
|
39.3K
$7.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.35K+ 38.59% |
$647K - $701K
|
15.6K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 3.25% |
$627K - $680K
|
134K
$25.9M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.46K+ 6.0% |
$514K - $558K
|
61.2K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.3K+ 48.67% |
$491K - $532K
|
10.1K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.1K+ 96.88% |
$461K - $500K
|
6.3K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.1K+ 8.16% |
$461K - $499K
|
41.1K
$7.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.63K+ 1.09% |
$390K - $423K
|
244K
$47.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.43KNew |
$361K - $391K
|
2.43K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 52.66% |
$342K - $370K
|
6.66K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.21KNew |
$329K - $357K
|
2.21K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.1KNew |
$312K - $339K
|
2.1K
$406K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.94K+ 32.26% |
$288K - $312K
|
7.93K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92KNew |
$285K - $309K
|
1.92K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.91K+ 16.54% |
$284K - $308K
|
13.5K
$2.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.86KNew |
$276K - $299K
|
1.86K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 2.66% |
$249K - $270K
|
64.8K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.64K+ 13.1% |
$244K - $265K
|
14.2K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.61K+ 7.05% |
$239K - $259K
|
24.4K
$4.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 12.81% |
$233K - $253K
|
13.8K
$2.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.57K+ 2.63% |
$233K - $252K
|
61.2K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.55K+ 9.22% |
$230K - $249K
|
18.3K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.39KNew |
$206K - $223K
|
1.39K
$268K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.38KNew |
$204K - $222K
|
1.38K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.36KNew |
$203K - $219K
|
1.36K
$263K
|