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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-54- 1.54% |
$9.95K - $10.8K
|
3.45K
$656K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-56- 2.35% |
$10.3K - $11.2K
|
2.33K
$442K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-59- 0.47% |
$10.9K - $11.8K
|
12.5K
$2.38M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62- 1.18% |
$11.4K - $12.4K
|
5.2K
$989K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-66- 2.85% |
$12.2K - $13.2K
|
2.25K
$428K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-73- 1.1% |
$13.4K - $14.5K
|
6.57K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-73- 0.81% |
$13.4K - $14.5K
|
8.94K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-75- 1.03% |
$13.8K - $14.9K
|
7.18K
$1.36M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-86- 2.8% |
$15.8K - $17.1K
|
2.99K
$568K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-99- 5.57% |
$18.2K - $19.7K
|
1.68K
$319K
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-105- 4.81% |
$19.3K - $20.9K
|
2.08K
$396K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-107- 2.13% |
$19.7K - $21.3K
|
4.92K
$935K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-115- 1.72% |
$21.2K - $22.9K
|
6.59K
$1.25M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.9% |
$21.2K - $22.9K
|
1.83K
$349K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-130- 16.88% |
$23.9K - $25.9K
|
640
$122K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-138- 2.18% |
$25.4K - $27.5K
|
6.19K
$1.18M
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-139- 3.31% |
$25.6K - $27.7K
|
4.06K
$772K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-146- 2.91% |
$26.9K - $29.1K
|
4.87K
$927K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-149- 0.93% |
$27.4K - $29.7K
|
15.8K
$3.01M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-162- 8.59% |
$29.8K - $32.3K
|
1.72K
$328K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-189- 2.1% |
$34.8K - $37.7K
|
8.82K
$1.68M
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-214- 1.82% |
$39.4K - $42.6K
|
11.6K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-216- 12.21% |
$39.8K - $43K
|
1.55K
$295K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-245- 6.36% |
$45.1K - $48.8K
|
3.61K
$686K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-272- 1.78% |
$50.1K - $54.2K
|
15K
$2.85M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-323- 11.78% |
$59.5K - $64.4K
|
2.42K
$460K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-363- 6.37% |
$66.9K - $72.3K
|
5.34K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-382- 40.9% |
$70.4K - $76.1K
|
552
$105K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-391- 13.09% |
$72K - $77.9K
|
2.6K
$494K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-423- 4.34% |
$77.9K - $84.3K
|
9.32K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-442- 1.98% |
$81.4K - $88.1K
|
21.9K
$4.16M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 83.52% |
$83.1K - $89.9K
|
89
$16.9K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-514- 4.71% |
$94.7K - $102K
|
10.4K
$1.98M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-526- 3.14% |
$96.9K - $105K
|
16.2K
$3.08M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-542- 16.44% |
$99.8K - $108K
|
2.75K
$524K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-604- 3.03% |
$111K - $120K
|
19.3K
$3.67M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-746- 19.66% |
$137K - $149K
|
3.05K
$580K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-761- 9.21% |
$140K - $152K
|
7.5K
$1.43M
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-947- 3.69% |
$174K - $189K
|
24.7K
$4.7M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-954- 7.58% |
$176K - $190K
|
11.6K
$2.21M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-989- 1.71% |
$182K - $197K
|
56.7K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-990- 0.4% |
$182K - $197K
|
247K
$46.9M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-998- 21.01% |
$184K - $199K
|
3.75K
$714K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.01K- 4.86% |
$185K - $200K
|
19.7K
$3.74M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.11K- 7.83% |
$204K - $221K
|
13K
$2.48M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.21K- 1.32% |
$223K - $241K
|
90.4K
$17.2M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.21K- 34.87% |
$223K - $241K
|
2.26K
$430K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.22K- 5.85% |
$225K - $244K
|
19.7K
$3.74M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.3K- 36.69% |
$239K - $259K
|
2.24K
$427K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.36K- 1.74% |
$251K - $271K
|
76.7K
$14.6M
|