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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
149+ 4.44% |
$26.1K - $28.4K
|
3.5K
$660K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 7.72% |
$37.5K - $40.8K
|
2.99K
$562K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
219New |
$38.3K - $41.8K
|
219
$41.2K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.78K- 18.82% |
$486K - $530K
|
12K
$2.26M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-412- 1.02% |
$72.1K - $78.6K
|
40K
$7.53M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-84- 0.68% |
$14.7K - $16K
|
12.3K
$2.32M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
440+ 32.88% |
$77K - $83.9K
|
1.78K
$335K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
646+ 0.86% |
$113K - $123K
|
76.2K
$14.3M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-671- 46.12% |
$117K - $128K
|
784
$148K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-855- 27.89% |
$150K - $163K
|
2.21K
$416K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.18K+ 1074.55% |
$207K - $225K
|
1.29K
$243K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.26KNew |
$396K - $431K
|
2.26K
$426K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.08KNew |
$189K - $206K
|
1.08K
$204K
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$313K - $341K
|
1.79K
$337K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.18K+ 52.83% |
$382K - $416K
|
6.31K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.71K+ 7.21% |
$474K - $516K
|
40.3K
$7.58M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45K+ 72.06% |
$1.13M - $1.23M
|
15.4K
$2.9M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.37K- 15.99% |
$415K - $453K
|
12.5K
$2.35M
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
345+ 29.39% |
$60.4K - $65.8K
|
1.52K
$286K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-926- 4.44% |
$162K - $177K
|
19.9K
$3.75M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-741- 19.32% |
$130K - $141K
|
3.1K
$583K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
302+ 13.7% |
$52.9K - $57.6K
|
2.51K
$472K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$198K - $216K
|
1.13K
$213K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 9.23% |
$330K - $360K
|
22.3K
$4.21M
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-767- 3.81% |
$134K - $146K
|
19.4K
$3.65M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.53KClosed |
$793K - $864K
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-336- 0.43% |
$58.8K - $64.1K
|
78K
$14.7M
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.13KNew |
$198K - $216K
|
1.13K
$213K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 3.14% |
$17.7K - $19.3K
|
3.32K
$625K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
647+ 20.56% |
$113K - $123K
|
3.79K
$714K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.24K+ 5.87% |
$1.62M - $1.76M
|
167K
$31.4M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 1.28% |
$8.75K - $9.54K
|
3.95K
$744K
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-46- 0.29% |
$8.05K - $8.77K
|
15.8K
$2.98M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.89% |
$1.4K - $1.53K
|
903
$170K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 19.07% |
$35K - $38.1K
|
849
$160K
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-44- 1.81% |
$7.7K - $8.39K
|
2.38K
$449K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.67K- 11.5% |
$642K - $700K
|
28.2K
$5.31M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49+ 0.27% |
$8.58K - $9.35K
|
18.2K
$3.43M
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.03KNew |
$356K - $388K
|
2.03K
$383K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.3% |
$700 - $763
|
1.34K
$252K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 0.35% |
$5.95K - $6.48K
|
9.74K
$1.83M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
811+ 6.88% |
$142K - $155K
|
12.6K
$2.37M
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9+ 0.29% |
$1.58K - $1.72K
|
3.07K
$579K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 2.58% |
$7.35K - $8.01K
|
1.67K
$314K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 0.58% |
$6.13K - $6.68K
|
6.05K
$1.14M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157+ 3.25% |
$27.5K - $29.9K
|
4.98K
$938K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
631+ 7.12% |
$110K - $120K
|
9.49K
$1.79M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.49K- 6.69% |
$260K - $284K
|
20.7K
$3.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.04% |
$175 - $191
|
2.8K
$527K
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
4.2KNew |
$734K - $800K
|
4.2K
$790K
|