Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
199K+ 10.73% |
$34.8M - $38M
|
2.05M
$383M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
86.9KNew |
$15.2M - $16.6M
|
86.9K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.7K+ 25.72% |
$9.58M - $10.4M
|
267K
$49.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.6K+ 25.38% |
$9.38M - $10.2M
|
265K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
35.2KNew |
$6.17M - $6.72M
|
35.2K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
27.1K+ 35.71% |
$4.74M - $5.17M
|
103K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25K+ 12.18% |
$4.37M - $4.76M
|
230K
$42.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 14.37% |
$4.32M - $4.71M
|
197K
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.4K+ 5.47% |
$3.74M - $4.08M
|
413K
$76.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.6K+ 7.63% |
$3.07M - $3.35M
|
248K
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$2.73M - $2.98M
|
15.6K
$2.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13K+ 4.55% |
$2.27M - $2.47M
|
298K
$55.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.6K+ 3.11% |
$2.21M - $2.41M
|
419K
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 1.26% |
$2.19M - $2.39M
|
1M
$187M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.3KNew |
$1.98M - $2.16M
|
11.3K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.2K+ 8.88% |
$1.96M - $2.14M
|
137K
$25.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.9K+ 7.89% |
$1.91M - $2.08M
|
149K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5K+ 278.43% |
$1.83M - $2M
|
14.2K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.34K+ 10.45% |
$1.63M - $1.78M
|
98.7K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.24K+ 5.87% |
$1.62M - $1.76M
|
167K
$31.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
8.87K+ 13.43% |
$1.55M - $1.69M
|
74.9K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.4K+ 10.95% |
$1.47M - $1.6M
|
85.1K
$15.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.94K+ 52.27% |
$1.39M - $1.51M
|
23.1K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.5K+ 1.29% |
$1.14M - $1.24M
|
508K
$94.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45K+ 72.06% |
$1.13M - $1.23M
|
15.4K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.6K+ 50.22% |
$979K - $1.07M
|
16.7K
$3.12M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.51K+ 2900.0% |
$964K - $1.05M
|
5.7K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.28K+ 179.3% |
$925K - $1.01M
|
8.23K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.68K+ 141.66% |
$819K - $893K
|
7.99K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.37K+ 9.42% |
$765K - $833K
|
50.8K
$9.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
4.2KNew |
$734K - $800K
|
4.2K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.09K+ 179.93% |
$715K - $780K
|
6.36K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 2.07% |
$605K - $659K
|
170K
$31.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 2.41% |
$596K - $650K
|
145K
$27M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.39KNew |
$593K - $646K
|
3.39K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.26K+ 5.74% |
$570K - $621K
|
60K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.11K+ 24.21% |
$544K - $592K
|
15.9K
$2.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.99KNew |
$522K - $569K
|
2.99K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.94KNew |
$515K - $561K
|
2.94K
$549K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.74KNew |
$480K - $523K
|
2.74K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.71K+ 7.21% |
$474K - $516K
|
40.3K
$7.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.32KNew |
$405K - $442K
|
2.32K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.26KNew |
$396K - $431K
|
2.26K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 2069.16% |
$387K - $422K
|
2.32K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.21K+ 171.26% |
$387K - $422K
|
3.5K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.18K+ 52.83% |
$382K - $416K
|
6.31K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.07K+ 170.12% |
$362K - $394K
|
3.28K
$612K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.03KNew |
$356K - $388K
|
2.03K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.99KNew |
$349K - $380K
|
1.99K
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 9.23% |
$330K - $360K
|
22.3K
$4.16M
|