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
|
Comerica Bank
|
BUY
|
- |
369+ 1.76% |
$52.7K - $62.1K
|
21.4K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
362+ 7.84% |
$51.7K - $61K
|
4.98K
$992K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
332New |
$47.4K - $55.9K
|
332
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
288+ 3.06% |
$41.1K - $48.5K
|
9.71K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
258+ 14.86% |
$36.8K - $43.4K
|
1.99K
$397K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 5.63% |
$34.3K - $40.4K
|
4.5K
$897K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
232+ 7.24% |
$33.1K - $39.1K
|
3.44K
$684K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
183+ 1.01% |
$26.1K - $30.8K
|
18.3K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
171+ 2.51% |
$24.4K - $28.8K
|
6.98K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
154+ 4.11% |
$22K - $25.9K
|
3.91K
$778K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
142+ 7.38% |
$20.3K - $23.9K
|
2.07K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
134+ 7.22% |
$19.1K - $22.6K
|
1.99K
$396K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
133New |
$19K - $22.4K
|
133
$26.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
121+ 2.18% |
$17.3K - $20.4K
|
5.68K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
97New |
$13.8K - $16.3K
|
97
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
93+ 1.01% |
$13.3K - $15.7K
|
9.31K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
76+ 3.43% |
$10.8K - $12.8K
|
2.29K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
74+ 2.57% |
$10.6K - $12.5K
|
2.95K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
72+ 1.46% |
$10.3K - $12.1K
|
5K
$995K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
65+ 0.82% |
$9.28K - $10.9K
|
7.99K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
64+ 0.63% |
$9.14K - $10.8K
|
10.1K
$2.02M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
62New |
$8.85K - $10.4K
|
62
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$7.71K - $9.09K
|
54
$10.8K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
53+ 0.25% |
$7.57K - $8.92K
|
21.5K
$4.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
52+ 1.01% |
$7.42K - $8.76K
|
5.18K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 87.72% |
$7.14K - $8.42K
|
107
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$7.14K - $8.42K
|
50
$9.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
49+ 1.77% |
$7K - $8.25K
|
2.82K
$562K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
49+ 0.44% |
$7K - $8.25K
|
11.3K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
45+ 1.01% |
$6.42K - $7.58K
|
4.51K
$898K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39+ 0.06% |
$5.57K - $6.57K
|
64.8K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38+ 0.42% |
$5.42K - $6.4K
|
9.04K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
35+ 0.31% |
$5K - $5.89K
|
11.3K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32+ 2.11% |
$4.57K - $5.39K
|
1.55K
$308K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$3.57K - $4.21K
|
25
$4.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
23+ 0.66% |
$3.28K - $3.87K
|
3.53K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
21+ 0.86% |
$3K - $3.54K
|
2.46K
$491K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21+ 1.0% |
$3K - $3.54K
|
2.12K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 1.03% |
$2.71K - $3.2K
|
1.86K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18+ 1.04% |
$2.57K - $3.03K
|
1.75K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 2.83% |
$2.57K - $3.03K
|
655
$130K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18+ 1.0% |
$2.57K - $3.03K
|
1.82K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14+ 0.88% |
$2K - $2.36K
|
1.61K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.94% |
$1.86K - $2.19K
|
1.4K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.66% |
$1.57K - $1.85K
|
1.68K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.11% |
$1.43K - $1.68K
|
9.01K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10New |
$1.43K - $1.68K
|
10
$1.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 80.0% |
$571 - $674
|
9
$1.79K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 80.0% |
$571 - $674
|
9
$1.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.41% |
$428 - $505
|
726
$145K
|