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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.01K- 14.21% |
$447K - $485K
|
18.2K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.42K- 86.31% |
$508K - $550K
|
542
$107K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.55K- 1.5% |
$528K - $572K
|
234K
$46M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-3.8K- 7.67% |
$565K - $612K
|
45.8K
$9.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.25K- 44.67% |
$631K - $684K
|
5.26K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 44.67% |
$631K - $684K
|
5.26K
$1.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.91K- 2.57% |
$730K - $791K
|
186K
$36.6M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5.73K- 10.36% |
$852K - $924K
|
49.6K
$9.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.33K- 1.71% |
$1.39M - $1.5M
|
537K
$106M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.93K- 3.83% |
$1.48M - $1.6M
|
249K
$49.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 39.39% |
$1.79M - $1.94M
|
18.6K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.7K- 3.16% |
$2.33M - $2.53M
|
481K
$94.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-16.8K- 77.37% |
$2.5M - $2.7M
|
4.91K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27.1K- 14.66% |
$4.03M - $4.36M
|
158K
$31.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.8K- 46.42% |
$11.6M - $12.5M
|
89.9K
$17.7M
|