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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 12.85% |
$619K - $670K
|
29.5K
$5.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.27K+ 160.78% |
$602K - $651K
|
5.3K
$978K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.85KNew |
$525K - $568K
|
2.85K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 9.77% |
$508K - $549K
|
31K
$5.72M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$475K - $514K
|
2.58K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.45KNew |
$451K - $488K
|
2.45K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.39KNew |
$440K - $476K
|
2.39K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 5.82% |
$423K - $458K
|
41.8K
$7.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.29KNew |
$423K - $457K
|
2.29K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.14K+ 33.63% |
$394K - $426K
|
8.5K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.11K+ 0.39% |
$388K - $420K
|
536K
$99M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.05K+ 1300.0% |
$378K - $409K
|
2.21K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 92.45% |
$377K - $407K
|
4.26K
$786K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2K+ 9.2% |
$368K - $399K
|
23.7K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.94KNew |
$357K - $386K
|
1.94K
$358K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.8K+ 11.51% |
$331K - $358K
|
17.4K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.79K+ 0.37% |
$330K - $358K
|
480K
$88.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.77KNew |
$327K - $353K
|
1.77K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.72K+ 10.76% |
$316K - $342K
|
17.7K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.57KNew |
$289K - $312K
|
1.57K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 4.1% |
$279K - $302K
|
38.5K
$7.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.49K+ 23.65% |
$275K - $298K
|
7.81K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.47K+ 1.08% |
$271K - $294K
|
138K
$25.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.42KNew |
$262K - $284K
|
1.42K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.37K+ 1.79% |
$251K - $272K
|
77.5K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.36K+ 12.44% |
$250K - $270K
|
12.3K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.32K+ 15.99% |
$242K - $262K
|
9.55K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.29KNew |
$238K - $258K
|
1.29K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.25KNew |
$230K - $249K
|
1.25K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$218K - $236K
|
1.18K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.17K+ 13.39% |
$216K - $234K
|
9.94K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.13KNew |
$209K - $226K
|
1.13K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.12KNew |
$206K - $223K
|
1.12K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.09KNew |
$201K - $217K
|
1.09K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.06K+ 1449.32% |
$195K - $211K
|
1.13K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 443.28% |
$194K - $210K
|
1.29K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.05K+ 7.3% |
$193K - $209K
|
15.4K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
921+ 20.21% |
$170K - $184K
|
5.48K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
762+ 56.87% |
$140K - $152K
|
2.1K
$388K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
704New |
$130K - $140K
|
704
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
698+ 55.22% |
$129K - $139K
|
1.96K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
669+ 33.17% |
$123K - $133K
|
2.69K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
642+ 1.95% |
$118K - $128K
|
33.5K
$6.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
620+ 57.35% |
$114K - $124K
|
1.7K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
604+ 74.94% |
$111K - $120K
|
1.41K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
577+ 7.14% |
$106K - $115K
|
8.65K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
568+ 2.41% |
$105K - $113K
|
24.2K
$4.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
560+ 2.54% |
$103K - $112K
|
22.6K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
555New |
$102K - $111K
|
555
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505+ 17.15% |
$93K - $101K
|
3.45K
$637K
|