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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 94.11% |
$212K - $227K
|
2.44K
$465K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.09KNew |
$196K - $210K
|
1.09K
$208K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.18K+ 94.11% |
$212K - $227K
|
2.44K
$465K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.51KNew |
$811K - $867K
|
4.51K
$861K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$359 - $384
|
1.84K
$350K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86New |
$15.5K - $16.5K
|
86
$16.4K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
271+ 4.13% |
$48.7K - $52K
|
6.84K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.12K+ 10.14% |
$380K - $407K
|
23K
$4.39M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 9.66% |
$27K - $28.8K
|
1.4K
$268K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59+ 3.67% |
$10.6K - $11.3K
|
1.67K
$318K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.1K- 3.28% |
$11.2M - $11.9M
|
1.83M
$349M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.3K+ 4.09% |
$7.78M - $8.31M
|
1.1M
$210M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-66.4K- 58.67% |
$11.9M - $12.8M
|
46.8K
$8.93M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
697+ 25.31% |
$125K - $134K
|
3.45K
$659K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
86+ 0.38% |
$15.5K - $16.5K
|
23K
$4.39M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.14K+ 0.87% |
$385K - $411K
|
249K
$47.5M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
961+ 16.07% |
$173K - $185K
|
6.94K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
86+ 0.9% |
$15.5K - $16.5K
|
9.63K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-875- 28.45% |
$157K - $168K
|
2.2K
$420K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-316- 25.34% |
$56.8K - $60.7K
|
931
$178K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 65.21% |
$198K - $212K
|
2.8K
$534K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.2K+ 11.72% |
$6.5M - $6.94M
|
345K
$65.8M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
179New |
$32.2K - $34.4K
|
179
$34.2K
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
2.12KNew |
$381K - $407K
|
2.12K
$404K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13KNew |
$202K - $216K
|
1.13K
$215K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-356- 1.95% |
$64K - $68.4K
|
17.9K
$3.42M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-136- 1.43% |
$24.4K - $26.1K
|
9.37K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.17% |
$1.62K - $1.73K
|
5.35K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-7.5K- 21.29% |
$1.35M - $1.44M
|
27.7K
$5.29M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-143- 8.52% |
$25.7K - $27.5K
|
1.54K
$293K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-830- 16.92% |
$149K - $159K
|
4.08K
$778K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.08K+ 95.67% |
$194K - $208K
|
2.21K
$422K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-18- 5.28% |
$3.23K - $3.46K
|
323
$61.7K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.31% |
$1.08K - $1.15K
|
1.95K
$373K
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-6.92K- 36.13% |
$1.24M - $1.33M
|
12.2K
$2.34M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16- 0.08% |
$2.88K - $3.07K
|
19.7K
$3.75M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.18K- 6.72% |
$391K - $418K
|
30.2K
$5.76M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 70.88% |
$1.9M - $2.03M
|
25.5K
$4.87M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.07K+ 6.95% |
$551K - $589K
|
47.2K
$9.01M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$335K - $358K
|
1.87K
$356K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.2K- 12.82% |
$2.73M - $2.92M
|
103K
$19.7M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 5.76% |
$433K - $462K
|
44.2K
$8.43M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
15+ 1.32% |
$2.7K - $2.88K
|
1.15K
$220K
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-8.34K- 9.58% |
$1.5M - $1.6M
|
78.8K
$15M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.88KNew |
$338K - $361K
|
1.88K
$359K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52+ 0.08% |
$9.34K - $9.99K
|
61.4K
$11.7M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-51- 0.71% |
$9.17K - $9.8K
|
7.12K
$1.36M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.6K- 12.4% |
$9.27M - $9.91M
|
365K
$69.6M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-66- 5.1% |
$11.9K - $12.7K
|
1.23K
$234K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 2.97% |
$2.22M - $2.37M
|
403K
$77M
|