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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.42% |
$286 - $337
|
143
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $168
|
9.71K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.27% |
$143 - $168
|
367
$66.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.07% |
$143 - $168
|
1.54K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$143 - $168
|
965
$176K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.03% |
$428 - $505
|
11.7K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 83.33% |
$714 - $842
|
1
$182
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6- 0.15% |
$857 - $1.01K
|
4.12K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 2.59% |
$1.28K - $1.52K
|
338
$61.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15- 0.6% |
$2.14K - $2.53K
|
2.48K
$452K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-17- 1.16% |
$2.43K - $2.86K
|
1.45K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-25- 0.77% |
$3.57K - $4.21K
|
3.22K
$587K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 3.26% |
$4.28K - $5.05K
|
890
$162K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 0.97% |
$6.28K - $7.41K
|
4.49K
$819K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 0.97% |
$6.42K - $7.58K
|
4.59K
$836K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-47- 97.92% |
$6.71K - $7.91K
|
1
$182
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51- 2.27% |
$7.28K - $8.59K
|
2.2K
$401K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-54- 42.52% |
$7.71K - $9.09K
|
73
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-57- 2.15% |
$8.14K - $9.6K
|
2.59K
$473K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-59- 0.19% |
$8.42K - $9.93K
|
31.7K
$5.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-63- 1.0% |
$8.99K - $10.6K
|
6.21K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-65- 2.03% |
$9.28K - $10.9K
|
3.14K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-71- 3.47% |
$10.1K - $12K
|
1.97K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-74- 0.63% |
$10.6K - $12.5K
|
11.7K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-82- 1.33% |
$11.7K - $13.8K
|
6.1K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-88- 3.47% |
$12.6K - $14.8K
|
2.45K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-97- 0.6% |
$13.8K - $16.3K
|
16.1K
$2.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-98- 1.4% |
$14K - $16.5K
|
6.9K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-100- 5.51% |
$14.3K - $16.8K
|
1.72K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-112- 3.31% |
$16K - $18.9K
|
3.28K
$597K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-129- 2.63% |
$18.4K - $21.7K
|
4.78K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-148- 6.39% |
$21.1K - $24.9K
|
2.17K
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-192- 3.07% |
$27.4K - $32.3K
|
6.07K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-286- 11.64% |
$40.8K - $48.2K
|
2.17K
$396K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-290- 3.68% |
$41.4K - $48.8K
|
7.58K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-352- 1.73% |
$50.3K - $59.3K
|
19.9K
$3.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-355- 0.15% |
$50.7K - $59.8K
|
233K
$42.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-361- 0.38% |
$51.5K - $60.8K
|
95.7K
$17.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-361- 1.66% |
$51.5K - $60.8K
|
21.3K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-426- 0.35% |
$60.8K - $71.7K
|
122K
$22.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-445- 1.22% |
$63.5K - $74.9K
|
36.1K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-467- 0.97% |
$66.7K - $78.6K
|
47.6K
$8.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-540- 2.41% |
$77.1K - $90.9K
|
21.9K
$3.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-651- 12.38% |
$92.9K - $110K
|
4.61K
$841K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-651- 12.38% |
$92.9K - $110K
|
4.61K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-670- 3.15% |
$95.6K - $113K
|
20.6K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-693- 21.56% |
$98.9K - $117K
|
2.52K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-754- 58.86% |
$108K - $127K
|
527
$96.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-879- 73.43% |
$125K - $148K
|
318
$58K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-974- 5.58% |
$139K - $164K
|
16.5K
$3M
|