Latest Institutional Transactions on Vanguard S&P 500 Value ETF (VOOV)
This table provides information on the latest institutional transactions involving Vanguard S&P 500 Value ETF (VOOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-411- 14.49% |
$66.8K - $77.6K
|
2.43K
$466K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.23K- 65.39% |
$362K - $420K
|
1.18K
$226K
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
34New |
$5.53K - $6.42K
|
34
$6.53K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-5- 1.67% |
$813 - $944
|
295
$56.6K
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-596- 10.25% |
$96.9K - $112K
|
5.22K
$1M
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.39KNew |
$226K - $262K
|
1.39K
$267K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.24K+ 60.79% |
$1.34M - $1.56M
|
21.8K
$4.19M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
295+ 4.7% |
$48K - $55.7K
|
6.57K
$1.26M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-15- 0.82% |
$2.44K - $2.83K
|
1.81K
$347K
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.48K- 8.08% |
$728K - $845K
|
51K
$9.79M
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.13KNew |
$184K - $213K
|
1.13K
$217K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.08KNew |
$176K - $204K
|
1.08K
$207K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-63- 0.23% |
$10.2K - $11.9K
|
27.1K
$5.21M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.17% |
$325 - $377
|
1.15K
$220K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 76.58% |
$304K - $352K
|
4.31K
$827K
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$163 - $189
|
2.16K
$415K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.08% |
$325 - $377
|
2.36K
$454K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
112New |
$18.2K - $21.1K
|
112
$21.5K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
68+ 1.57% |
$11.1K - $12.8K
|
4.41K
$846K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.1K- 1.35% |
$179K - $207K
|
80.4K
$15.4M
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
159+ 4.37% |
$25.9K - $30K
|
3.8K
$729K
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$813 - $944
|
2.08K
$399K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
12+ 0.44% |
$1.95K - $2.26K
|
2.77K
$531K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4- 1.24% |
$651 - $755
|
319
$61.3K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
745+ 30.56% |
$121K - $141K
|
3.18K
$611K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-615- 1.77% |
$100K - $116K
|
34.2K
$6.57M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-10- 0.43% |
$1.63K - $1.89K
|
2.33K
$448K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-69.7K- 69.81% |
$11.3M - $13.2M
|
30.2K
$5.79M
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-97- 1.68% |
$15.8K - $18.3K
|
5.68K
$1.09M
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-264- 1.38% |
$42.9K - $49.8K
|
18.9K
$3.63M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-14.2K- 12.2% |
$2.32M - $2.69M
|
103K
$19.7M
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.66% |
$325 - $377
|
303
$58.2K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.53K+ 24.71% |
$412K - $478K
|
12.8K
$2.46M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-787- 3.89% |
$128K - $149K
|
19.4K
$3.73M
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-677- 7.41% |
$110K - $128K
|
8.46K
$1.62M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-76- 2.3% |
$12.4K - $14.3K
|
3.23K
$620K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.44% |
$813 - $944
|
1.15K
$221K
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
974+ 7.53% |
$158K - $184K
|
13.9K
$2.67M
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 0.56% |
$1.14K - $1.32K
|
1.25K
$241K
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-948- 7.9% |
$154K - $179K
|
11K
$2.12M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-129- 2.17% |
$21K - $24.3K
|
5.82K
$1.12M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.08% |
$1.14K - $1.32K
|
8.89K
$1.71M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-75- 0.61% |
$12.2K - $14.2K
|
12.2K
$2.34M
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-125- 8.77% |
$20.3K - $23.6K
|
1.3K
$250K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
792+ 4.1% |
$129K - $149K
|
20.1K
$3.86M
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
196+ 4.9% |
$31.9K - $37K
|
4.2K
$806K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
348+ 3.8% |
$56.6K - $65.7K
|
9.5K
$1.82M
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-809- 25.85% |
$132K - $153K
|
2.32K
$446K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-450- 2.3% |
$73.2K - $84.9K
|
19.1K
$3.67M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.88K- 2.71% |
$305K - $354K
|
67.3K
$12.9M
|