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 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
505+ 15.13% |
$93K - $101K
|
3.84K
$709K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
404New |
$74.4K - $80.5K
|
404
$74.6K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
387+ 2.12% |
$71.3K - $77.1K
|
18.6K
$3.44M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
341+ 17.43% |
$62.8K - $68K
|
2.3K
$424K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
341New |
$62.8K - $68K
|
341
$63K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
331+ 3.31% |
$61K - $66K
|
10.3K
$1.91M
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
312+ 21.36% |
$57.5K - $62.2K
|
1.77K
$327K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
300+ 9.04% |
$55.3K - $59.8K
|
3.62K
$668K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 300.0% |
$55.3K - $59.8K
|
400
$73.8K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
300New |
$55.3K - $59.8K
|
300
$55.4K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
294+ 21.02% |
$54.2K - $58.6K
|
1.69K
$313K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
288+ 16.2% |
$53.1K - $57.4K
|
2.07K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
276+ 16.52% |
$50.8K - $55K
|
1.95K
$359K
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
237+ 11.01% |
$43.7K - $47.2K
|
2.39K
$441K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
232+ 1.94% |
$42.7K - $46.2K
|
12.2K
$2.25M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
229+ 1.99% |
$42.2K - $45.6K
|
11.8K
$2.17M
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
208+ 0.24% |
$38.3K - $41.5K
|
87.1K
$16.1M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
207+ 0.91% |
$38.1K - $41.3K
|
22.9K
$4.23M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
193+ 11.8% |
$35.6K - $38.5K
|
1.83K
$337K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
175+ 3.16% |
$32.2K - $34.9K
|
5.72K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
167+ 14.21% |
$30.8K - $33.3K
|
1.34K
$248K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
165+ 1.82% |
$30.4K - $32.9K
|
9.22K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
152+ 3.61% |
$28K - $30.3K
|
4.36K
$805K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
143+ 2.87% |
$26.3K - $28.5K
|
5.12K
$946K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139+ 4.73% |
$25.6K - $27.7K
|
3.08K
$568K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
136New |
$25.1K - $27.1K
|
136
$25.1K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
131+ 14.51% |
$24.1K - $26.1K
|
1.03K
$191K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
131+ 0.41% |
$24.1K - $26.1K
|
32.4K
$5.97M
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 8.62% |
$24.1K - $26.1K
|
1.65K
$305K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
115+ 8.49% |
$21.2K - $22.9K
|
1.47K
$271K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
109New |
$20.1K - $21.7K
|
109
$20.1K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
106+ 6.38% |
$19.5K - $21.1K
|
1.77K
$326K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 10000.0% |
$18.4K - $19.9K
|
101
$18.6K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95+ 4.46% |
$17.5K - $18.9K
|
2.22K
$411K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 2.4% |
$17.5K - $18.9K
|
4.05K
$747K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
94+ 1.13% |
$17.3K - $18.7K
|
8.45K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
88+ 5.79% |
$16.2K - $17.5K
|
1.61K
$297K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
85+ 3.45% |
$15.7K - $16.9K
|
2.55K
$471K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.45% |
$12.9K - $14K
|
4.91K
$906K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
67+ 1.11% |
$12.3K - $13.4K
|
6.12K
$1.13M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
66New |
$12.2K - $13.2K
|
66
$12.2K
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
65+ 1.12% |
$12K - $13K
|
5.85K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
61+ 762.5% |
$11.2K - $12.2K
|
69
$12.7K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
58+ 1.11% |
$10.7K - $11.6K
|
5.29K
$977K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 2.95% |
$10.7K - $11.6K
|
2.03K
$374K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
51+ 0.13% |
$9.39K - $10.2K
|
40K
$7.39M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50New |
$9.21K - $9.96K
|
50
$9.23K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38+ 1.81% |
$7K - $7.57K
|
2.14K
$395K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
38+ 2.28% |
$7K - $7.57K
|
1.71K
$315K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36New |
$6.63K - $7.17K
|
36
$6.65K
|