Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
238KNew |
$43.8M - $47.4M
|
238K
$45.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95KNew |
$17.5M - $18.9M
|
95K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.9K+ 28.65% |
$14M - $15.1M
|
341K
$64.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 13.71% |
$12.8M - $13.9M
|
578K
$110M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
63.1KNew |
$11.6M - $12.6M
|
63.1K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.3K+ 5.62% |
$10.4M - $11.2M
|
1.06M
$201M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40.9KNew |
$7.53M - $8.14M
|
40.9K
$7.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
36.4KNew |
$6.7M - $7.25M
|
36.4K
$6.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28.3K+ 72.97% |
$5.2M - $5.63M
|
67K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.8K+ 83.16% |
$5.13M - $5.55M
|
61.3K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
24.4KNew |
$4.5M - $4.87M
|
24.4K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1K+ 18.0% |
$4.07M - $4.4M
|
145K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
21.7KNew |
$4.01M - $4.33M
|
21.7K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
19.2KNew |
$3.53M - $3.82M
|
19.2K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
18.3KNew |
$3.37M - $3.64M
|
18.3K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
16.2K+ 580.51% |
$2.99M - $3.23M
|
19K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.6K+ 67.47% |
$2.87M - $3.11M
|
38.7K
$7.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
15.3KNew |
$2.81M - $3.04M
|
15.3K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.1KNew |
$2.41M - $2.61M
|
13.1K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 532.09% |
$2.32M - $2.5M
|
14.9K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
12.1KNew |
$2.23M - $2.41M
|
12.1K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.9K+ 3.65% |
$2M - $2.16M
|
308K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 12.4% |
$1.94M - $2.1M
|
95.7K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 10.28% |
$1.87M - $2.02M
|
109K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.54K+ 61.92% |
$1.76M - $1.9M
|
24.9K
$4.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.83K+ 5.7% |
$1.44M - $1.56M
|
145K
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.79KNew |
$1.44M - $1.55M
|
7.79K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.65K+ 7.43% |
$1.41M - $1.53M
|
111K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.26K+ 14.3% |
$1.34M - $1.45M
|
58K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.25KNew |
$1.34M - $1.45M
|
7.25K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.24K+ 19.64% |
$1.33M - $1.44M
|
44.1K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.65K+ 46.76% |
$1.23M - $1.33M
|
20.9K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.76KNew |
$1.06M - $1.15M
|
5.76K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.75K+ 3.96% |
$1.06M - $1.14M
|
151K
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5.38KNew |
$990K - $1.07M
|
5.38K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.18KNew |
$953K - $1.03M
|
5.18K
$984K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.14KNew |
$947K - $1.02M
|
5.14K
$977K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.25KNew |
$782K - $846K
|
4.25K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.17K+ 6.95% |
$768K - $831K
|
64.1K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.92KNew |
$722K - $781K
|
3.92K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.8K+ 0.92% |
$701K - $758K
|
416K
$79.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.66K+ 157.69% |
$674K - $729K
|
5.98K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.65K+ 29.29% |
$672K - $727K
|
16.1K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.64KNew |
$670K - $725K
|
3.64K
$692K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.56K+ 157.7% |
$657K - $710K
|
5.82K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 12.85% |
$619K - $670K
|
29.5K
$5.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.27K+ 160.78% |
$602K - $651K
|
5.3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.85KNew |
$525K - $568K
|
2.85K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 9.77% |
$508K - $549K
|
31K
$5.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.45KNew |
$451K - $488K
|
2.45K
$465K
|