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
|
Nbt Bank N A
|
BUY
|
- |
300New |
$52.5K - $57.2K
|
300
$58K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
255+ 1.23% |
$44.6K - $48.6K
|
20.9K
$4.04M
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
252+ 0.18% |
$44.1K - $48.1K
|
137K
$26.5M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
238+ 12.43% |
$41.7K - $45.4K
|
2.15K
$416K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
224+ 21.54% |
$39.2K - $42.7K
|
1.26K
$244K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
219New |
$38.3K - $41.8K
|
219
$42.4K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 7.72% |
$37.5K - $40.8K
|
2.99K
$577K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
175+ 5.38% |
$30.6K - $33.4K
|
3.43K
$663K
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
172+ 14.69% |
$30.1K - $32.8K
|
1.34K
$260K
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
163+ 4.42% |
$28.5K - $31.1K
|
3.85K
$745K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
158New |
$27.7K - $30.1K
|
158
$30.6K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157+ 3.25% |
$27.5K - $29.9K
|
4.98K
$963K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
149+ 4.44% |
$26.1K - $28.4K
|
3.5K
$677K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
144+ 4.51% |
$25.2K - $27.5K
|
3.34K
$645K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
139+ 69.85% |
$24.3K - $26.5K
|
338
$65.4K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
133+ 3.01% |
$23.3K - $25.4K
|
4.56K
$881K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
109+ 0.34% |
$19.1K - $20.8K
|
32.2K
$6.23M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
104+ 0.46% |
$18.2K - $19.8K
|
22.7K
$4.39M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 3.14% |
$17.7K - $19.3K
|
3.32K
$642K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 34.72% |
$17.5K - $19.1K
|
388
$75K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$17.5K - $19.1K
|
100
$19.3K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
80New |
$14K - $15.3K
|
80
$15.5K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
72+ 0.62% |
$12.6K - $13.7K
|
11.8K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
71+ 5.89% |
$12.4K - $13.5K
|
1.28K
$247K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61+ 0.32% |
$10.7K - $11.6K
|
19.2K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
58+ 0.31% |
$10.2K - $11.1K
|
18.7K
$3.62M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50New |
$8.75K - $9.54K
|
50
$9.67K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 1.28% |
$8.75K - $9.54K
|
3.95K
$764K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49+ 0.27% |
$8.58K - $9.35K
|
18.2K
$3.52M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47+ 0.99% |
$8.23K - $8.96K
|
4.81K
$930K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43+ 2.73% |
$7.53K - $8.2K
|
1.62K
$313K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 2.58% |
$7.35K - $8.01K
|
1.67K
$323K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
39+ 0.07% |
$6.83K - $7.44K
|
57.7K
$11.2M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 85.71% |
$6.3K - $6.87K
|
78
$15.1K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 0.58% |
$6.13K - $6.68K
|
6.05K
$1.17M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
32+ 0.56% |
$5.6K - $6.1K
|
5.79K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 0.58% |
$5.25K - $5.72K
|
5.23K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 1.43% |
$5.25K - $5.72K
|
2.13K
$412K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
27+ 0.57% |
$4.73K - $5.15K
|
4.75K
$919K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
26+ 0.29% |
$4.55K - $4.96K
|
9.06K
$1.75M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$4.38K - $4.77K
|
25
$4.84K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25New |
$4.38K - $4.77K
|
25
$4.84K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
23+ 0.09% |
$4.03K - $4.39K
|
25.7K
$4.97M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.58% |
$3.85K - $4.2K
|
3.79K
$733K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 0.07% |
$3.85K - $4.2K
|
31.7K
$6.13M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
21+ 1.13% |
$3.68K - $4.01K
|
1.89K
$365K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
21+ 0.77% |
$3.68K - $4.01K
|
2.75K
$531K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.55% |
$2.98K - $3.24K
|
3.1K
$599K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.55% |
$2.98K - $3.24K
|
3.08K
$596K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 0.48% |
$2.8K - $3.05K
|
3.36K
$650K
|