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
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.44K- 1.51% |
$181K - $211K
|
94.2K
$18.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.57K- 7.33% |
$196K - $230K
|
19.8K
$3.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.78K- 87.19% |
$224K - $262K
|
262
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 12.43% |
$231K - $270K
|
13K
$2.51M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.92K- 31.83% |
$241K - $282K
|
4.11K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.97K- 69.52% |
$246K - $288K
|
862
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.11K- 10.58% |
$265K - $310K
|
17.9K
$3.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 6.15% |
$283K - $332K
|
34.5K
$6.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.28K- 3.85% |
$286K - $335K
|
57K
$11M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.37K- 25.2% |
$297K - $348K
|
7.03K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.88K- 2.19% |
$361K - $422K
|
128K
$24.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.33K- 52.5% |
$418K - $489K
|
3.02K
$583K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 18.12% |
$427K - $500K
|
15.4K
$2.98M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.04K- 13.2% |
$507K - $593K
|
26.6K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-4.8K- 9.44% |
$602K - $704K
|
46K
$8.9M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.94K- 34.01% |
$745K - $872K
|
11.5K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-6.04K- 63.58% |
$757K - $886K
|
3.46K
$669K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.24K- 4.67% |
$782K - $916K
|
127K
$24.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 9.12% |
$1.92M - $2.25M
|
153K
$29.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.5K- 12.97% |
$2.07M - $2.42M
|
111K
$21.4M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-29.3K- 18.06% |
$3.68M - $4.3M
|
133K
$25.7M
|