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
                $765K
               | |
| 
                  Jan 28, 2025
                  Q4 2024
                 | 
      Comprehensive Financial Planning, Inc./Pa
       East Petersburg, PA | BUY | - | 404New |                   
                  $74.4K - $80.5K
                 |                   
                404
                $80.5K
               | |
| 
                  Jan 30, 2025
                  Q4 2024
                 | 
      Valmark Advisers, Inc.
      
   | BUY | - | 387+ 2.12% |                   
                  $71.3K - $77.1K
                 |                   
                18.6K
                $3.71M
               | |
| 
                  Aug 13, 2025
                  Q4 2024
                 | 
      Stone X Group Inc.
      
   | BUY | - | 359+ 2.0% |                   
                  $66.1K - $71.5K
                 |                   
                18.3K
                $3.64M
               | |
| 
                  Jan 14, 2025
                  Q4 2024
                 | 
      Park Avenue Securities LLC
      
   | BUY | - | 341+ 17.43% |                   
                  $62.8K - $68K
                 |                   
                2.3K
                $458K
               | |
| 
                  Feb 24, 2025
                  Q4 2024
                 | 
      Ameriflex Group, Inc.
       Las Vegas, NV | BUY | - | 341New |                   
                  $62.8K - $68K
                 |                   
                341
                $67.9K
               | |
| 
                  Feb 11, 2025
                  Q4 2024
                 | 
      Td Private Client Wealth LLC
       New York, NY | BUY | - | 331+ 3.31% |                   
                  $61K - $66K
                 |                   
                10.3K
                $2.06M
               | |
| 
                  Jan 16, 2025
                  Q4 2024
                 | 
      Roberts Wealth Advisors, LLC
      
   | BUY | - | 312+ 21.36% |                   
                  $57.5K - $62.2K
                 |                   
                1.77K
                $353K
               | |
| 
                  Jan 28, 2025
                  Q4 2024
                 | 
      Stephens Inc 
      
   | BUY | - | 300+ 9.04% |                   
                  $55.3K - $59.8K
                 |                   
                3.62K
                $720K
               | |
| 
                  Feb 21, 2025
                  Q4 2024
                 | 
      Vermillion Wealth Management, Inc.
       Rosemount, MN | BUY | - | 300New |                   
                  $55.3K - $59.8K
                 |                   
                300
                $59.8K
               | |
| 
                  Jan 13, 2025
                  Q4 2024
                 | 
      City State Bank
       Norwalk, IA | BUY | - | 300+ 300.0% |                   
                  $55.3K - $59.8K
                 |                   
                400
                $79.7K
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Orion Portfolio Solutions, LLC
      
   | BUY | - | 294+ 21.02% |                   
                  $54.2K - $58.6K
                 |                   
                1.69K
                $337K
               | |
| 
                  Jul 31, 2025
                  Q4 2024
                 | 
      Brinker Capital Investments, LLC
      
   | BUY | - | 294+ 21.02% |                   
                  $54.2K - $58.6K
                 |                   
                1.69K
                $337K
               | |
| 
                  Feb 10, 2025
                  Q4 2024
                 | 
      Axxcess Wealth Management, LLC
       Carlsbad, CA | BUY | - | 288+ 16.2% |                   
                  $53.1K - $57.4K
                 |                   
                2.07K
                $412K
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   | BUY | - | 276+ 16.52% |                   
                  $50.8K - $55K
                 |                   
                1.95K
                $388K
               | |
| 
                  Feb 11, 2025
                  Q4 2024
                 | 
      Vanguard Group Inc
       Valley Forge, PA | BUY | - | 237+ 11.01% |                   
                  $43.7K - $47.2K
                 |                   
                2.39K
                $476K
               | |
| 
                  Feb 07, 2025
                  Q4 2024
                 | 
      Johnson Investment Counsel Inc
       Cincinnati, OH | BUY | - | 232+ 1.94% |                   
                  $42.7K - $46.2K
                 |                   
                12.2K
                $2.43M
               | |
| 
                  Jan 27, 2025
                  Q4 2024
                 | 
      Encompass Wealth Advisors, LLC
      
   | BUY | - | 229+ 1.99% |                   
                  $42.2K - $45.6K
                 |                   
                11.8K
                $2.34M
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Cascades Capital Asset Management, LLC
       Greensboro, NC | BUY | - | 208+ 0.24% |                   
                  $38.3K - $41.5K
                 |                   
                87.1K
                $17.3M
               | |
| 
                  Jan 23, 2025
                  Q4 2024
                 | 
      Caprock Group, Inc.
      
   | BUY | - | 207+ 0.91% |                   
                  $38.1K - $41.3K
                 |                   
                22.9K
                $4.56M
               | |
| 
                  Feb 05, 2025
                  Q4 2024
                 | 
      Ifg Advisors, LLC
      
   | BUY | - | 193+ 11.8% |                   
                  $35.6K - $38.5K
                 |                   
                1.83K
                $364K
               | |
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Peapack Gladstone Financial Corp
       Bedminster, NJ | BUY | - | 175+ 3.16% |                   
                  $32.2K - $34.9K
                 |                   
                5.72K
                $1.14M
               | |
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Obsidian Personal Planning Solutions LLC
      
   | BUY | - | 167+ 14.21% |                   
                  $30.8K - $33.3K
                 |                   
                1.34K
                $267K
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Mosaic Family Wealth Partners, LLC
       St. Louis, MO | BUY | - | 165+ 1.82% |                   
                  $30.4K - $32.9K
                 |                   
                9.22K
                $1.84M
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Northern Trust Corp
       Chicago, IL | BUY | - | 152+ 3.61% |                   
                  $28K - $30.3K
                 |                   
                4.36K
                $869K
               | |
| 
                  Jan 30, 2025
                  Q4 2024
                 | 
      J.W. Cole Advisors, Inc.
      
   | BUY | - | 143+ 2.87% |                   
                  $26.3K - $28.5K
                 |                   
                5.12K
                $1.02M
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Integrated Wealth Concepts LLC
      
   | BUY | - | 139+ 4.73% |                   
                  $25.6K - $27.7K
                 |                   
                3.08K
                $613K
               | |
| 
                  Feb 03, 2025
                  Q4 2024
                 | 
      Aspect Partners, LLC
       Fairfax, VA | BUY | - | 136New |                   
                  $25.1K - $27.1K
                 |                   
                136
                $27.1K
               | |
| 
                  Feb 26, 2025
                  Q4 2024
                 | 
      Virtue Capital Management, LLC
       Brentwood, TN | BUY | - | 131+ 0.41% |                   
                  $24.1K - $26.1K
                 |                   
                32.4K
                $6.45M
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Guidance Point Advisors, LLC
      
   | BUY | - | 131+ 8.62% |                   
                  $24.1K - $26.1K
                 |                   
                1.65K
                $329K
               | |
| 
                  Feb 07, 2025
                  Q4 2024
                 | 
      Farther Finance Advisors, LLC
       San Francisco, CA | BUY | - | 131+ 14.51% |                   
                  $24.1K - $26.1K
                 |                   
                1.03K
                $206K
               | |
| 
                  Jan 28, 2025
                  Q4 2024
                 | 
      Bryn Mawr Trust CO
       Bryn Mawr, PA | BUY | - | 115+ 8.49% |                   
                  $21.2K - $22.9K
                 |                   
                1.47K
                $293K
               | |
| 
                  Feb 10, 2025
                  Q4 2024
                 | 
      Tidemark, LLC
       San Diego, CA | BUY | - | 109New |                   
                  $20.1K - $21.7K
                 |                   
                109
                $21.7K
               | |
| 
                  Jan 27, 2025
                  Q4 2024
                 | 
      Leo Wealth, LLC
       Hurst, TX | BUY | - | 106+ 6.38% |                   
                  $19.5K - $21.1K
                 |                   
                1.77K
                $352K
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Huntington National Bank
       Columbus, OH | BUY | - | 100+ 10000.0% |                   
                  $18.4K - $19.9K
                 |                   
                101
                $20.1K
               | |
| 
                  Jan 28, 2025
                  Q4 2024
                 | 
      Kestra Private Wealth Services, LLC
      
   | BUY | - | 95+ 4.46% |                   
                  $17.5K - $18.9K
                 |                   
                2.22K
                $443K
               | |
| 
                  Jan 30, 2025
                  Q4 2024
                 | 
      Principal Securities, Inc.
       Des Moines, IA | BUY | - | 95+ 2.4% |                   
                  $17.5K - $18.9K
                 |                   
                4.05K
                $806K
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Geller Advisors LLC
       New York, NY | BUY | - | 94+ 1.13% |                   
                  $17.3K - $18.7K
                 |                   
                8.45K
                $1.68M
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Warren Averett Asset Management, LLC
       Birmingham, AL | BUY | - | 88+ 5.79% |                   
                  $16.2K - $17.5K
                 |                   
                1.61K
                $320K
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Nicolet Advisory Services, LLC
       Green Bay, WI | BUY | - | 85+ 3.45% |                   
                  $15.7K - $16.9K
                 |                   
                2.55K
                $508K
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Creative Planning
       Overland Park, KS | BUY | - | 70+ 1.45% |                   
                  $12.9K - $14K
                 |                   
                4.91K
                $977K
               | |
| 
                  Jan 16, 2025
                  Q4 2024
                 | 
      Gemmer Asset Management LLC
      
   | BUY | - | 67+ 1.11% |                   
                  $12.3K - $13.4K
                 |                   
                6.12K
                $1.22M
               | |
| 
                  May 15, 2025
                  Q4 2024
                 | 
      Wpg Advisers, LLC
       Baltimore, MD | BUY | - | 66New |                   
                  $12.2K - $13.2K
                 |                   
                66
                $13.1K
               | |
| 
                  Feb 07, 2025
                  Q4 2024
                 | 
      Lowery Thomas, LLC
       San Francisco, CA | BUY | - | 65+ 1.12% |                   
                  $12K - $13K
                 |                   
                5.85K
                $1.17M
               | |
| 
                  Jan 23, 2025
                  Q4 2024
                 | 
      Concord Wealth Partners
      
   | BUY | - | 61+ 762.5% |                   
                  $11.2K - $12.2K
                 |                   
                69
                $13.7K
               | |
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Advisory Services Network, LLC
      
   | BUY | - | 58+ 2.95% |                   
                  $10.7K - $11.6K
                 |                   
                2.03K
                $403K
               | |
| 
                  Jan 14, 2025
                  Q4 2024
                 | 
      Capital Advisors Wealth Management, LLC
      
   | BUY | - | 58+ 1.11% |                   
                  $10.7K - $11.6K
                 |                   
                5.29K
                $1.05M
               | |
| 
                  Jan 28, 2025
                  Q4 2024
                 | 
      Savant Capital, LLC
      
   | BUY | - | 51+ 0.13% |                   
                  $9.39K - $10.2K
                 |                   
                40K
                $7.97M
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Deutsche Bank Ag\
       Frankfurt Am Main, 2M | BUY | - | 50New |                   
                  $9.21K - $9.96K
                 |                   
                50
                $9.96K
               | |
| 
                  Jun 30, 2025
                  Q4 2024
                 | 
      Deutsche Bank Ag\
       Frankfurt Am Main, 2M | BUY | - | 45+ 900.0% |                   
                  $8.29K - $8.97K
                 |                   
                50
                $9.96K
               |