Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
206KNew |
$29.4M - $34.7M
|
206K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
161K+ 6698.08% |
$23M - $27.1M
|
163K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 40.31% |
$20.4M - $24.1M
|
498K
$92.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.7KNew |
$13.5M - $16M
|
94.7K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88K+ 5.62% |
$12.6M - $14.8M
|
1.65M
$308M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.7K+ 10.24% |
$12.1M - $14.3M
|
911K
$170M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
77.8K+ 86.63% |
$11.1M - $13.1M
|
168K
$31.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
67.9KNew |
$9.69M - $11.4M
|
67.9K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
62.8K+ 13.06% |
$8.96M - $10.6M
|
543K
$101M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
46.4KNew |
$6.62M - $7.81M
|
46.4K
$8.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
38.4K+ 1601.29% |
$5.47M - $6.46M
|
40.7K
$7.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.4K+ 1022.81% |
$4.91M - $5.79M
|
37.8K
$7.04M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33.1KNew |
$4.72M - $5.57M
|
33.1K
$6.17M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
29.3KNew |
$4.18M - $4.93M
|
29.3K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.2K+ 9.02% |
$4.17M - $4.92M
|
353K
$65.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28KNew |
$4M - $4.72M
|
28K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18K+ 13.47% |
$2.57M - $3.03M
|
152K
$28.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 42.89% |
$2.51M - $2.96M
|
58.5K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 328.7% |
$2.3M - $2.72M
|
21K
$3.92M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16KNew |
$2.28M - $2.69M
|
16K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
15.7K+ 226.38% |
$2.24M - $2.64M
|
22.6K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
15.4KNew |
$2.19M - $2.59M
|
15.4K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$1.78M - $2.1M
|
12.4K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11.5KNew |
$1.65M - $1.94M
|
11.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 23.82% |
$1.57M - $1.85M
|
57.2K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
10.8KNew |
$1.54M - $1.82M
|
10.8K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7K+ 20.34% |
$1.53M - $1.8M
|
63.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.4K+ 77.03% |
$1.48M - $1.75M
|
23.8K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$1.46M - $1.73M
|
10.3K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.4K+ 7.67% |
$1.34M - $1.58M
|
132K
$24.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.96K+ 15.78% |
$1.28M - $1.51M
|
65.7K
$12.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.33K+ 71.09% |
$1.19M - $1.4M
|
20.1K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.34KNew |
$1.05M - $1.24M
|
7.34K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.1K+ 29.13% |
$1.01M - $1.2M
|
31.5K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.71K+ 4.57% |
$672K - $793K
|
108K
$20.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.69K+ 11.14% |
$669K - $789K
|
46.7K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.46K+ 47.88% |
$637K - $751K
|
13.8K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4KNew |
$571K - $673K
|
4K
$745K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.68KNew |
$525K - $619K
|
3.68K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.33K+ 23.52% |
$476K - $561K
|
17.5K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 47.69% |
$453K - $535K
|
9.84K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.12K+ 17.03% |
$445K - $525K
|
21.4K
$3.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.93K+ 17.82% |
$419K - $494K
|
19.4K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.9K+ 37.89% |
$414K - $488K
|
10.6K
$1.97M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.89KNew |
$412K - $486K
|
2.89K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.78KNew |
$396K - $467K
|
2.78K
$517K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.71K+ 432.59% |
$387K - $456K
|
3.33K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.71K+ 432.59% |
$387K - $456K
|
3.33K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 5.21% |
$321K - $378K
|
45.4K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.06K+ 1.03% |
$294K - $347K
|
203K
$37.8M
|