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 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
34+ 1.1% |
$6.26K - $6.78K
|
3.12K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32+ 1.07% |
$5.89K - $6.38K
|
3.01K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
32+ 0.1% |
$5.89K - $6.38K
|
31.7K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
31+ 1.96% |
$5.71K - $6.18K
|
1.61K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.89% |
$5.53K - $5.98K
|
3.39K
$583K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
29+ 3.89% |
$5.34K - $5.78K
|
775
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
28+ 1.78% |
$5.16K - $5.58K
|
1.6K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
20+ 0.13% |
$3.68K - $3.99K
|
15.8K
$2.72M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.42% |
$3.68K - $3.99K
|
4.82K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
20+ 1.13% |
$3.68K - $3.99K
|
1.79K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 0.78% |
$2.76K - $2.99K
|
1.95K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14+ 1.15% |
$2.58K - $2.79K
|
1.23K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.29% |
$2.58K - $2.79K
|
4.82K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 1.04% |
$2.21K - $2.39K
|
1.17K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
12+ 1.06% |
$2.21K - $2.39K
|
1.14K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12New |
$2.21K - $2.39K
|
12
$2.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.58% |
$2.03K - $2.19K
|
1.9K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10+ 6.99% |
$1.84K - $1.99K
|
153
$26.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.55% |
$1.66K - $1.79K
|
1.63K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9+ 0.33% |
$1.66K - $1.79K
|
2.75K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.07% |
$1.66K - $1.79K
|
12.3K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.7% |
$1.66K - $1.79K
|
1.29K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.23% |
$1.66K - $1.79K
|
3.97K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6+ 0.77% |
$1.11K - $1.2K
|
790
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.08% |
$921 - $996
|
6.12K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.37% |
$921 - $996
|
1.35K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$921 - $996
|
1.72K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$921 - $996
|
5
$859
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.08% |
$737 - $797
|
4.83K
$830K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.88% |
$368 - $399
|
230
$39.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.74% |
$368 - $399
|
117
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2New |
$368 - $399
|
2
$344
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$368 - $399
|
389
$66.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 2.7% |
$184 - $199
|
38
$6.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1+ 1.33% |
$184 - $199
|
76
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 1.02% |
$737 - $797
|
390
$67K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.02% |
$737 - $797
|
20.7K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.4% |
$921 - $996
|
1.26K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.4% |
$921 - $996
|
1.26K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9- 0.15% |
$1.66K - $1.79K
|
5.95K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-11- 0.95% |
$2.03K - $2.19K
|
1.14K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.93% |
$2.03K - $2.19K
|
1.17K
$202K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-13- 1.7% |
$2.39K - $2.59K
|
750
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14- 0.41% |
$2.58K - $2.79K
|
3.42K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.23% |
$2.95K - $3.19K
|
7.03K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.24% |
$3.68K - $3.99K
|
8.45K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-21- 0.68% |
$3.87K - $4.19K
|
3.07K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-21- 0.91% |
$3.87K - $4.19K
|
2.29K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21- 0.84% |
$3.87K - $4.19K
|
2.49K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.36% |
$4.24K - $4.58K
|
6.42K
$1.1M
|