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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-26- 0.74% |
$4.79K - $5.18K
|
3.49K
$600K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-34- 12.73% |
$6.26K - $6.78K
|
233
$40.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 44.87% |
$6.45K - $6.98K
|
43
$7.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.94% |
$6.82K - $7.37K
|
3.9K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-37- 2.48% |
$6.82K - $7.37K
|
1.46K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-40- 0.15% |
$7.37K - $7.97K
|
26.1K
$4.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-40- 0.69% |
$7.37K - $7.97K
|
5.74K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-53- 1.5% |
$9.76K - $10.6K
|
3.47K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-54- 1.54% |
$9.95K - $10.8K
|
3.45K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-56- 2.35% |
$10.3K - $11.2K
|
2.33K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-59- 0.47% |
$10.9K - $11.8K
|
12.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62- 1.18% |
$11.4K - $12.4K
|
5.2K
$894K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-66- 2.85% |
$12.2K - $13.2K
|
2.25K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-73- 1.1% |
$13.4K - $14.5K
|
6.57K
$1.13M
|
|
|
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
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-75- 1.03% |
$13.8K - $14.9K
|
7.18K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-86- 2.8% |
$15.8K - $17.1K
|
2.99K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-99- 5.57% |
$18.2K - $19.7K
|
1.68K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-105- 4.81% |
$19.3K - $20.9K
|
2.08K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-107- 2.13% |
$19.7K - $21.3K
|
4.92K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-115- 1.72% |
$21.2K - $22.9K
|
6.59K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.9% |
$21.2K - $22.9K
|
1.83K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-130- 16.88% |
$23.9K - $25.9K
|
640
$110K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-138- 2.18% |
$25.4K - $27.5K
|
6.19K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-139- 3.31% |
$25.6K - $27.7K
|
4.06K
$697K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-146- 2.91% |
$26.9K - $29.1K
|
4.87K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-149- 0.93% |
$27.4K - $29.7K
|
15.8K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-162- 8.59% |
$29.8K - $32.3K
|
1.72K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-189- 2.1% |
$34.8K - $37.7K
|
8.82K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-214- 1.82% |
$39.4K - $42.6K
|
11.6K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-216- 12.21% |
$39.8K - $43K
|
1.55K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-245- 6.36% |
$45.1K - $48.8K
|
3.61K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-272- 1.78% |
$50.1K - $54.2K
|
15K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-323- 11.78% |
$59.5K - $64.4K
|
2.42K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-363- 6.37% |
$66.9K - $72.3K
|
5.34K
$917K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-382- 40.9% |
$70.4K - $76.1K
|
552
$94.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-391- 13.09% |
$72K - $77.9K
|
2.6K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-423- 4.34% |
$77.9K - $84.3K
|
9.32K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-442- 1.98% |
$81.4K - $88.1K
|
21.9K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 83.52% |
$83.1K - $89.9K
|
89
$15.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-514- 4.71% |
$94.7K - $102K
|
10.4K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-526- 3.14% |
$96.9K - $105K
|
16.2K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-542- 16.44% |
$99.8K - $108K
|
2.75K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-604- 3.03% |
$111K - $120K
|
19.3K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-746- 19.66% |
$137K - $149K
|
3.05K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-761- 9.21% |
$140K - $152K
|
7.5K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-947- 3.69% |
$174K - $189K
|
24.7K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-954- 7.58% |
$176K - $190K
|
11.6K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-989- 1.71% |
$182K - $197K
|
56.7K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-990- 0.4% |
$182K - $197K
|
247K
$42.4M
|