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 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-542- 16.44% |
$99.8K - $108K
|
2.75K
$549K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-550- 5.17% |
$101K - $110K
|
10.1K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-604- 3.03% |
$111K - $120K
|
19.3K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-746- 19.66% |
$137K - $149K
|
3.05K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-761- 9.21% |
$140K - $152K
|
7.5K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-947- 3.69% |
$174K - $189K
|
24.7K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-954- 7.58% |
$176K - $190K
|
11.6K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-989- 1.71% |
$182K - $197K
|
56.7K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-990- 0.4% |
$182K - $197K
|
247K
$49.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-998- 21.01% |
$184K - $199K
|
3.75K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.01K- 4.86% |
$185K - $200K
|
19.7K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.11K- 7.83% |
$204K - $221K
|
13K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.21K- 1.32% |
$223K - $241K
|
90.4K
$18M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.21K- 34.87% |
$223K - $241K
|
2.26K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.22K- 5.85% |
$225K - $244K
|
19.7K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.3K- 36.69% |
$239K - $259K
|
2.24K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.36K- 1.74% |
$251K - $271K
|
76.7K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 7.5% |
$267K - $289K
|
17.9K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.46K- 56.08% |
$269K - $292K
|
1.15K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 0.61% |
$272K - $294K
|
240K
$47.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 23.43% |
$300K - $324K
|
5.31K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.69K- 14.4% |
$311K - $337K
|
10K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 48.92% |
$341K - $369K
|
1.94K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.05K- 12.33% |
$377K - $408K
|
14.5K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.15K- 6.38% |
$396K - $428K
|
31.5K
$6.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.27K- 9.51% |
$418K - $452K
|
21.6K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.54K- 7.69% |
$468K - $506K
|
30.5K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.33K- 7.78% |
$612K - $663K
|
39.4K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.35K- 35.33% |
$618K - $668K
|
6.14K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 1.52% |
$644K - $697K
|
226K
$45.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.62K- 4.82% |
$667K - $722K
|
71.5K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.63K- 8.4% |
$668K - $722K
|
39.5K
$7.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.63K- 0.86% |
$668K - $722K
|
416K
$82.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.62K- 30.67% |
$851K - $920K
|
10.4K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.8K- 42.48% |
$884K - $957K
|
6.5K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.46K- 3.5% |
$1.01M - $1.09M
|
151K
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.88K- 5.12% |
$1.08M - $1.17M
|
109K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.01K- 4.02% |
$1.11M - $1.2M
|
143K
$28.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.75K- 2.52% |
$1.24M - $1.34M
|
261K
$51.9M
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.82K- 48.67% |
$1.26M - $1.36M
|
7.19K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-7.54K- 3.15% |
$1.39M - $1.5M
|
232K
$46.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-12.4K- 9.25% |
$2.29M - $2.48M
|
122K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 8.36% |
$2.57M - $2.78M
|
153K
$30.4M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.2K- 75.9% |
$3.73M - $4.03M
|
6.43K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22.8K- 45.63% |
$4.2M - $4.54M
|
27.2K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.7K- 74.38% |
$6.2M - $6.71M
|
11.6K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.9K- 62.33% |
$6.25M - $6.77M
|
20.5K
$4.09M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.9K- 13.78% |
$7.35M - $7.95M
|
250K
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.8K- 25.58% |
$7.51M - $8.13M
|
119K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.5K- 24.65% |
$8.93M - $9.66M
|
148K
$29.5M
|