Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
133KNew |
$16.7M - $19.5M
|
133K
$25.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
94.7KNew |
$11.9M - $13.9M
|
94.7K
$18.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
94.4K+ 85.08% |
$11.8M - $13.8M
|
205K
$39.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92.2K+ 15.64% |
$11.6M - $13.5M
|
682K
$132M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.2K+ 32.58% |
$8.8M - $10.3M
|
286K
$55.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.4K+ 3.96% |
$7.32M - $8.57M
|
1.53M
$296M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.8K+ 8.26% |
$7M - $8.19M
|
732K
$142M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
41.5K+ 28.14% |
$5.2M - $6.09M
|
189K
$36.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
40.9K+ 8.36% |
$5.13M - $6M
|
530K
$103M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.7K+ 298.59% |
$4.85M - $5.68M
|
51.7K
$9.99M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.6K+ 371.93% |
$3.34M - $3.91M
|
33.8K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 12.56% |
$3.07M - $3.6M
|
220K
$42.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
24.4K+ 657.76% |
$3.06M - $3.58M
|
28.1K
$5.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.6K+ 75.66% |
$2.84M - $3.32M
|
52.5K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.9K+ 82.31% |
$2.74M - $3.21M
|
48.4K
$9.37M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.9K+ 82.31% |
$2.74M - $3.21M
|
48.4K
$9.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.3K+ 12.13% |
$2.67M - $3.12M
|
197K
$38M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 5.6% |
$2.34M - $2.74M
|
352K
$68.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.7K+ 520.21% |
$2.21M - $2.59M
|
21.1K
$4.07M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17.4K+ 36.78% |
$2.18M - $2.55M
|
64.6K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 19.45% |
$1.97M - $2.31M
|
96.5K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 23.96% |
$1.84M - $2.15M
|
75.8K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.2K+ 151.35% |
$1.78M - $2.09M
|
23.6K
$4.57M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11K+ 2677.8% |
$1.38M - $1.61M
|
11.4K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.63K+ 15.33% |
$1.21M - $1.41M
|
72.5K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.96KNew |
$1.12M - $1.32M
|
8.96K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.27K+ 4.41% |
$1.04M - $1.21M
|
196K
$37.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
7.85K+ 41.36% |
$984K - $1.15M
|
26.8K
$5.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
7.74K+ 6730.43% |
$970K - $1.14M
|
7.86K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.43KNew |
$931K - $1.09M
|
7.43K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.38KNew |
$925K - $1.08M
|
7.38K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.29K+ 19.62% |
$914K - $1.07M
|
44.4K
$8.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.16KNew |
$898K - $1.05M
|
7.16K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.05K+ 94.91% |
$884K - $1.03M
|
14.5K
$2.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.33K+ 16.97% |
$794K - $929K
|
43.7K
$8.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.28KNew |
$787K - $921K
|
6.28K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6K+ 327.44% |
$752K - $881K
|
7.84K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.93K+ 47.94% |
$743K - $870K
|
18.3K
$3.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.77K+ 197.23% |
$723K - $846K
|
8.69K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.58K+ 25.4% |
$699K - $818K
|
27.5K
$5.32M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
5.54KNew |
$695K - $813K
|
5.54K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.54KNew |
$694K - $812K
|
5.54K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.64K+ 84.36% |
$582K - $681K
|
10.1K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.63KNew |
$580K - $679K
|
4.63K
$895K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
4.5KNew |
$564K - $661K
|
4.5K
$871K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.41K+ 260.27% |
$553K - $647K
|
6.1K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.4KNew |
$552K - $646K
|
4.4K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4KNew |
$501K - $586K
|
4K
$773K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.93K+ 17.35% |
$493K - $577K
|
26.6K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.93K+ 71.27% |
$492K - $576K
|
9.43K
$1.82M
|