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 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.36KNew |
$203K - $219K
|
1.36K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 5.68% |
$179K - $194K
|
22.4K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.09K+ 2.12% |
$163K - $176K
|
52.6K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
952+ 9.18% |
$142K - $153K
|
11.3K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
947+ 51.33% |
$141K - $153K
|
2.79K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
940+ 25.47% |
$140K - $151K
|
4.63K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
917+ 251.92% |
$136K - $148K
|
1.28K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
886+ 32.68% |
$132K - $143K
|
3.6K
$716K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
879+ 30.61% |
$131K - $142K
|
3.75K
$747K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
759+ 2.26% |
$113K - $122K
|
34.3K
$6.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
710+ 5.18% |
$106K - $114K
|
14.4K
$2.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
687+ 38.81% |
$102K - $111K
|
2.46K
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
673+ 6.36% |
$100K - $108K
|
11.3K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
663+ 3.82% |
$98.6K - $107K
|
18K
$3.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
532+ 1.48% |
$79.1K - $85.7K
|
36.6K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
525+ 8.36% |
$78.1K - $84.6K
|
6.81K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
430+ 20.83% |
$63.9K - $69.3K
|
2.49K
$497K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
408+ 4.21% |
$60.7K - $65.7K
|
10.1K
$2.01M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
402+ 10.42% |
$59.8K - $64.8K
|
4.26K
$849K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
398+ 4.52% |
$59.2K - $64.1K
|
9.21K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
370+ 7.13% |
$55K - $59.6K
|
5.56K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
370+ 4.48% |
$55K - $59.6K
|
8.62K
$1.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
330+ 1.17% |
$49.1K - $53.2K
|
28.5K
$5.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
324+ 3.6% |
$48.2K - $52.2K
|
9.32K
$1.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
300New |
$44.6K - $48.3K
|
300
$59.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
297+ 1.48% |
$44.2K - $47.9K
|
20.3K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
295+ 10.11% |
$43.9K - $47.5K
|
3.21K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
284New |
$42.2K - $45.8K
|
284
$56.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
282+ 6.62% |
$41.9K - $45.4K
|
4.54K
$904K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
280+ 1.65% |
$41.6K - $45.1K
|
17.2K
$3.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
276+ 6.4% |
$41K - $44.5K
|
4.59K
$914K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
271+ 0.22% |
$40.3K - $43.7K
|
122K
$24.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
232+ 0.17% |
$34.5K - $37.4K
|
137K
$27.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
223New |
$33.2K - $35.9K
|
223
$44.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
202+ 46.44% |
$30K - $32.6K
|
637
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
202+ 46.44% |
$30K - $32.6K
|
637
$127K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
112+ 3.42% |
$16.7K - $18K
|
3.39K
$675K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$14.9K - $16.1K
|
100
$19.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
88+ 4.8% |
$13.1K - $14.2K
|
1.92K
$383K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
80+ 0.65% |
$11.9K - $12.9K
|
12.4K
$2.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 7.23% |
$11.2K - $12.1K
|
1.11K
$222K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
73+ 1.2% |
$10.9K - $11.8K
|
6.18K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
62+ 37.8% |
$9.22K - $9.99K
|
226
$45K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
59+ 0.51% |
$8.77K - $9.51K
|
11.6K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
57+ 0.88% |
$8.48K - $9.19K
|
6.56K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
53New |
$7.88K - $8.54K
|
53
$10.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$7.73K - $8.38K
|
52
$10.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
50+ 0.44% |
$7.43K - $8.06K
|
11.3K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 0.5% |
$6.69K - $7.25K
|
9K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.45% |
$6.1K - $6.61K
|
9.22K
$1.84M
|