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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.86KNew |
$308K - $336K
|
1.86K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.81KNew |
$300K - $327K
|
1.81K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.4K- 30.43% |
$232K - $253K
|
3.2K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-906- 19.66% |
$150K - $164K
|
3.7K
$730K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$413K - $451K
|
2.5K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1- 0.05% |
$165 - $180
|
2.17K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.38KNew |
$228K - $248K
|
1.38K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.33K- 59.64% |
$385K - $420K
|
1.58K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
400New |
$66.2K - $72.2K
|
400
$78.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.7KNew |
$612K - $668K
|
3.7K
$730K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.13K- 27.12% |
$518K - $565K
|
8.41K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.13KNew |
$518K - $565K
|
3.13K
$617K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.45% |
$292K - $319K
|
120K
$23.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.43KNew |
$401K - $438K
|
2.43K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7+ 0.43% |
$1.16K - $1.26K
|
1.64K
$322K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.24% |
$662 - $722
|
1.68K
$331K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.06KNew |
$175K - $191K
|
1.06K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.5KNew |
$3.56M - $3.89M
|
21.5K
$4.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
50New |
$8.27K - $9.02K
|
50
$9.85K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.11KNew |
$183K - $200K
|
1.11K
$219K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.89KNew |
$412K - $486K
|
2.89K
$569K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
332New |
$47.4K - $55.9K
|
332
$65.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.66K- 20.8% |
$236K - $279K
|
6.3K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 2.59% |
$1.28K - $1.52K
|
338
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
332New |
$47.4K - $55.9K
|
332
$65.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$7.71K - $9.09K
|
54
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-148- 6.39% |
$21.1K - $24.9K
|
2.17K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 83.33% |
$714 - $842
|
1
$197
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-47- 97.92% |
$6.71K - $7.91K
|
1
$197
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.6KNew |
$228K - $269K
|
1.6K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32+ 2.11% |
$4.57K - $5.39K
|
1.55K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$7.14K - $8.42K
|
50
$9.85K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.78KNew |
$396K - $467K
|
2.78K
$547K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-651- 12.38% |
$92.9K - $110K
|
4.61K
$908K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.25KNew |
$178K - $210K
|
1.25K
$246K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-445- 1.22% |
$63.5K - $74.9K
|
36.1K
$7.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 1250.0% |
$178K - $210K
|
1.35K
$266K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-129- 2.63% |
$18.4K - $21.7K
|
4.78K
$942K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-879- 73.43% |
$125K - $148K
|
318
$62.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-112- 3.31% |
$16K - $18.9K
|
3.28K
$646K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$174K - $205K
|
1.22K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-63- 1.0% |
$8.99K - $10.6K
|
6.21K
$1.22M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 3.26% |
$4.28K - $5.05K
|
890
$175K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
62New |
$8.85K - $10.4K
|
62
$12.2K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
59+ 0.51% |
$8.77K - $9.51K
|
11.6K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-770- 10.75% |
$114K - $124K
|
6.4K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.36KNew |
$203K - $219K
|
1.36K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 45.0% |
$1.34K - $1.45K
|
11
$2.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-163- 4.8% |
$24.2K - $26.3K
|
3.23K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.42K- 86.31% |
$508K - $550K
|
542
$107K
|
|