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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-98- 6.08% |
$17.6K - $18.8K
|
1.52K
$289K
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.15% |
$359 - $384
|
1.35K
$258K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 56.38% |
$431K - $461K
|
1.86K
$354K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
29+ 3.67% |
$5.21K - $5.57K
|
819
$156K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-330- 6.42% |
$59.3K - $63.4K
|
4.81K
$918K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 12.31% |
$3.21M - $3.43M
|
127K
$24.3M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149+ 6.7% |
$26.8K - $28.6K
|
2.37K
$453K
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.58K+ 1.97% |
$822K - $879K
|
237K
$45.2M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$180 - $192
|
1
$191
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
209+ 4.08% |
$37.6K - $40.1K
|
5.33K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.18K- 91.49% |
$212K - $227K
|
110
$21K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2+ 0.18% |
$359 - $384
|
1.14K
$217K
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-12.9K- 52.91% |
$2.32M - $2.48M
|
11.5K
$2.2M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-396- 16.36% |
$71.2K - $76.1K
|
2.02K
$386K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.76KNew |
$495K - $529K
|
2.76K
$526K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 3.0% |
$9.52K - $10.2K
|
1.82K
$348K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
28+ 0.3% |
$5.03K - $5.38K
|
9.25K
$1.77M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.23K+ 4.5% |
$1.12M - $1.2M
|
145K
$27.6M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-124- 18.34% |
$22.3K - $23.8K
|
552
$105K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
196+ 13.9% |
$35.2K - $37.6K
|
1.61K
$307K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-300- 8.29% |
$53.9K - $57.6K
|
3.32K
$633K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-342- 1.08% |
$61.5K - $65.7K
|
31.2K
$5.96M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
43+ 0.17% |
$7.73K - $8.26K
|
24.8K
$4.73M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.17% |
$359 - $384
|
1.15K
$219K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.13% |
$539 - $576
|
2.33K
$445K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$1.8K - $1.92K
|
10
$1.91K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
436+ 25.63% |
$78.4K - $83.7K
|
2.14K
$408K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
698+ 12.12% |
$125K - $134K
|
6.46K
$1.23M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
248+ 10.13% |
$44.6K - $47.6K
|
2.7K
$514K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
64+ 3.1% |
$11.5K - $12.3K
|
2.13K
$407K
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
2.81K+ 19.63% |
$504K - $539K
|
17.1K
$3.27M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.15% |
$719 - $768
|
2.76K
$526K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.44% |
$899 - $960
|
1.15K
$219K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.1% |
$899 - $960
|
4.83K
$921K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 29.31% |
$1.19M - $1.27M
|
29.2K
$5.58M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-109- 5.68% |
$19.6K - $20.9K
|
1.81K
$346K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
641+ 3.37% |
$115K - $123K
|
19.7K
$3.75M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.1K- 1.93% |
$377K - $403K
|
107K
$20.4M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.37K+ 9.79% |
$425K - $455K
|
26.5K
$5.07M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
828+ 70.05% |
$149K - $159K
|
2.01K
$384K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25+ 0.39% |
$4.49K - $4.8K
|
6.44K
$1.23M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 10.12% |
$2.7M - $2.88M
|
163K
$31.2M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-4.4K- 75.62% |
$791K - $846K
|
1.42K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.49K- 11.41% |
$267K - $286K
|
11.6K
$2.2M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
12+ 0.06% |
$2.16K - $2.3K
|
21.6K
$4.12M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
50+ 7.31% |
$8.99K - $9.6K
|
734
$140K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.44K+ 7.89% |
$439K - $469K
|
33.4K
$6.38M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.34KNew |
$779K - $833K
|
4.34K
$828K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
343+ 0.24% |
$61.6K - $65.9K
|
144K
$27.4M
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$1.44K - $1.54K
|
2.99K
$571K
|