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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32+ 128.0% |
$4.76K - $5.16K
|
57
$11.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30+ 2.57% |
$4.46K - $4.83K
|
1.2K
$238K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29+ 0.64% |
$4.31K - $4.67K
|
4.54K
$904K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
29+ 0.37% |
$4.31K - $4.67K
|
7.93K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
28+ 0.08% |
$4.16K - $4.51K
|
37K
$7.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28+ 4.21% |
$4.16K - $4.51K
|
693
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23+ 0.45% |
$3.42K - $3.71K
|
5.13K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
23+ 0.16% |
$3.42K - $3.71K
|
14.2K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20+ 0.22% |
$2.97K - $3.22K
|
9K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
19+ 0.43% |
$2.83K - $3.06K
|
4.47K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17+ 1.12% |
$2.53K - $2.74K
|
1.54K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
16+ 0.07% |
$2.38K - $2.58K
|
21.7K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13+ 0.32% |
$1.93K - $2.09K
|
4.13K
$822K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13+ 0.45% |
$1.93K - $2.09K
|
2.88K
$573K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.05% |
$1.64K - $1.77K
|
21.5K
$4.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.29% |
$1.49K - $1.61K
|
3.51K
$699K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10New |
$1.49K - $1.61K
|
10
$1.99K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9+ 0.62% |
$1.34K - $1.45K
|
1.46K
$291K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.44% |
$1.19K - $1.29K
|
1.84K
$366K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.45% |
$1.19K - $1.29K
|
1.8K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.41% |
$1.04K - $1.13K
|
1.73K
$345K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6+ 0.13% |
$892 - $967
|
4.62K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.38% |
$892 - $967
|
1.59K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6New |
$892 - $967
|
6
$1.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.36% |
$743 - $806
|
1.39K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$595 - $645
|
4
$797
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$446 - $483
|
1.52K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.09% |
$446 - $483
|
3.2K
$638K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.1% |
$297 - $322
|
2.04K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.18% |
$297 - $322
|
1.14K
$227K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$297 - $322
|
7K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$149 - $161
|
966
$192K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$149 - $161
|
5.51K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.14% |
$149 - $161
|
715
$142K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.14% |
$149 - $161
|
723
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.27% |
$149 - $161
|
366
$72.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 0.02% |
$595 - $645
|
17.4K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5- 0.22% |
$743 - $806
|
2.25K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-8- 0.03% |
$1.19K - $1.29K
|
27.6K
$5.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$1.19K - $1.29K
|
2.65K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 45.0% |
$1.34K - $1.45K
|
11
$2.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13- 0.56% |
$1.93K - $2.09K
|
2.32K
$462K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.56% |
$2.23K - $2.42K
|
2.65K
$527K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.33% |
$3.87K - $4.19K
|
7.87K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38- 0.6% |
$5.65K - $6.12K
|
6.27K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 0.15% |
$6.99K - $7.57K
|
31.7K
$6.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-49- 1.97% |
$7.29K - $7.9K
|
2.44K
$487K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-60- 0.9% |
$8.92K - $9.67K
|
6.62K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-60- 1.69% |
$8.92K - $9.67K
|
3.48K
$694K
|