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 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17New |
$2.46K - $2.65K
|
17
$3.24K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.01K - $1.09K
|
7
$1.34K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
31New |
$4.32K - $4.78K
|
31
$5.92K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$557 - $616
|
5
$954
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.05K+ 24.95% |
$285K - $315K
|
10.2K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
59.5K+ 1321.1% |
$8.28M - $9.16M
|
64K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-214- 7.26% |
$29.8K - $33K
|
2.73K
$522K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$280K - $310K
|
2.01K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$9.61K - $10.6K
|
69
$13.2K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
857New |
$119K - $132K
|
857
$164K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
800New |
$111K - $123K
|
800
$153K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$216K - $239K
|
1.55K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
358New |
$49.8K - $55.2K
|
358
$68.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$209K - $231K
|
1.5K
$286K
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$627 - $734
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.8KNew |
$226K - $264K
|
1.8K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$138K - $161K
|
1.1K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.57KNew |
$197K - $231K
|
1.57K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$183K - $214K
|
1.46K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-6.04K- 63.58% |
$757K - $886K
|
3.46K
$660K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
102+ 100.0% |
$12.8K - $15K
|
204
$38.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 48.28% |
$3.51K - $4.11K
|
30
$5.73K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 2.5% |
$251 - $293
|
82
$15.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.47KNew |
$435K - $509K
|
3.47K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.49KNew |
$187K - $219K
|
1.49K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.44KNew |
$180K - $211K
|
1.44K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
94.7KNew |
$11.9M - $13.9M
|
94.7K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
43+ 0.62% |
$5.39K - $6.31K
|
6.93K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.59KNew |
$199K - $233K
|
1.59K
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-165- 62.26% |
$20.7K - $24.2K
|
100
$19.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.76KNew |
$220K - $258K
|
1.76K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
5.54KNew |
$695K - $813K
|
5.54K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$191K - $224K
|
1.53K
$291K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$376K - $440K
|
3K
$573K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
569+ 5.1% |
$71.3K - $83.5K
|
11.7K
$2.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.5KNew |
$188K - $220K
|
1.5K
$286K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 50.0% |
$869 - $1.02K
|
7
$1.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 79.12% |
$269K - $316K
|
4.91K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.8KNew |
$223K - $263K
|
1.8K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$236K - $277K
|
1.9K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117New |
$14.5K - $17.1K
|
117
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1K- 9.09% |
$124K - $146K
|
10K
$1.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$372 - $438
|
3
$573
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$175K - $206K
|
1.41K
$269K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1.71K+ 1.87% |
$212K - $249K
|
93.1K
$17.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.8K- 29.31% |
$224K - $263K
|
4.35K
$831K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
795+ 28.75% |
$98.7K - $116K
|
3.56K
$680K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-132- 30.7% |
$16.4K - $19.3K
|
298
$56.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27New |
$3.35K - $3.94K
|
27
$5.15K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.1KNew |
$142K - $169K
|
1.1K
$210K
|
|