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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-148- 6.39% |
$21.1K - $24.9K
|
2.17K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-47- 97.92% |
$6.71K - $7.91K
|
1
$191
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.6KNew |
$228K - $269K
|
1.6K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32+ 2.11% |
$4.57K - $5.39K
|
1.55K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$7.14K - $8.42K
|
50
$9.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.78KNew |
$396K - $467K
|
2.78K
$530K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.25KNew |
$178K - $210K
|
1.25K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-651- 12.38% |
$92.9K - $110K
|
4.61K
$880K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-445- 1.22% |
$63.5K - $74.9K
|
36.1K
$6.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 1250.0% |
$178K - $210K
|
1.35K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-129- 2.63% |
$18.4K - $21.7K
|
4.78K
$912K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-879- 73.43% |
$125K - $148K
|
318
$60.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-112- 3.31% |
$16K - $18.9K
|
3.28K
$625K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$3.57K - $4.21K
|
25
$4.77K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$174K - $205K
|
1.22K
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-63- 1.0% |
$8.99K - $10.6K
|
6.21K
$1.19M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 3.26% |
$4.28K - $5.05K
|
890
$170K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
62New |
$8.85K - $10.4K
|
62
$11.8K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
59+ 0.51% |
$8.77K - $9.51K
|
11.6K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-770- 10.75% |
$114K - $124K
|
6.4K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.36KNew |
$203K - $219K
|
1.36K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 45.0% |
$1.34K - $1.45K
|
11
$2.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.12K- 41.01% |
$315K - $342K
|
3.05K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-163- 4.8% |
$24.2K - $26.3K
|
3.23K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.42K- 86.31% |
$508K - $550K
|
542
$103K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-400- 4.31% |
$59.5K - $64.5K
|
8.88K
$1.69M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.38KNew |
$204K - $222K
|
1.38K
$262K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10New |
$1.49K - $1.61K
|
10
$1.91K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-233- 12.59% |
$34.6K - $37.5K
|
1.62K
$309K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
276+ 6.4% |
$41K - $44.5K
|
4.59K
$876K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
53New |
$7.88K - $8.54K
|
53
$10.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$595 - $645
|
4
$764
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
300New |
$44.6K - $48.3K
|
300
$57.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$7.73K - $8.38K
|
52
$9.93K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
48.9K+ 301.9% |
$7.26M - $7.87M
|
65K
$12.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38- 0.6% |
$5.65K - $6.12K
|
6.27K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.3KNew |
$1.84M - $1.99M
|
12.3K
$2.36M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-3.8K- 7.67% |
$565K - $612K
|
45.8K
$8.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$1.19K - $1.29K
|
2.65K
$505K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 7.54% |
$448K - $483K
|
38K
$7.25M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.45K- 39.8% |
$209K - $225K
|
2.19K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
159+ 1.23% |
$23K - $24.8K
|
13.1K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
351New |
$50.8K - $54.7K
|
351
$67K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-123- 3.95% |
$17.8K - $19.2K
|
2.99K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1K- 32.26% |
$145K - $156K
|
2.1K
$401K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 99.41% |
$490K - $528K
|
20
$3.82K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.79KNew |
$260K - $280K
|
1.79K
$342K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.27KNew |
$329K - $355K
|
2.27K
$434K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$579 - $624
|
4
$764
|
|