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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
276+ 6.4% |
$41K - $44.5K
|
4.59K
$865K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
53New |
$7.88K - $8.54K
|
53
$10K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$595 - $645
|
4
$755
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$7.73K - $8.38K
|
52
$9.81K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
300New |
$44.6K - $48.3K
|
300
$56.6K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38- 0.6% |
$5.65K - $6.12K
|
6.27K
$1.18M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
48.9K+ 301.9% |
$7.26M - $7.87M
|
65K
$12.3M
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.3KNew |
$1.84M - $1.99M
|
12.3K
$2.33M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28+ 4.21% |
$4.16K - $4.51K
|
693
$131K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$14.9K - $16.1K
|
100
$18.9K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-3.8K- 7.67% |
$565K - $612K
|
45.8K
$8.63M
|
|
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
$499K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 7.54% |
$448K - $483K
|
38K
$7.16M
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.45K- 39.8% |
$209K - $225K
|
2.19K
$412K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
351New |
$50.8K - $54.7K
|
351
$66.2K
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 15.27% |
$14.5K - $15.6K
|
555
$105K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
159+ 1.23% |
$23K - $24.8K
|
13.1K
$2.47M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-123- 3.95% |
$17.8K - $19.2K
|
2.99K
$565K
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1K- 32.26% |
$145K - $156K
|
2.1K
$396K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 99.41% |
$490K - $528K
|
20
$3.77K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.79KNew |
$260K - $280K
|
1.79K
$338K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.27KNew |
$329K - $355K
|
2.27K
$429K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
24.9KNew |
$3.61M - $3.89M
|
24.9K
$4.7M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$579 - $624
|
4
$755
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17New |
$2.46K - $2.65K
|
17
$3.21K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-600- 69.2% |
$86.8K - $93.6K
|
267
$50.4K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.01K - $1.09K
|
7
$1.32K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
31New |
$4.32K - $4.78K
|
31
$5.85K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$557 - $616
|
5
$943
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115New |
$16K - $17.7K
|
115
$21.7K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.09K- 20.62% |
$569K - $629K
|
15.7K
$2.97M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.05K+ 24.95% |
$285K - $315K
|
10.2K
$1.93M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
288New |
$40.1K - $44.4K
|
288
$54.3K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
59.5K+ 1321.1% |
$8.28M - $9.16M
|
64K
$12.1M
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-214- 7.26% |
$29.8K - $33K
|
2.73K
$516K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$280K - $310K
|
2.01K
$380K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$418 - $462
|
3
$566
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$9.61K - $10.6K
|
69
$13K
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
857New |
$119K - $132K
|
857
$162K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
800New |
$111K - $123K
|
800
$151K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
358New |
$49.8K - $55.2K
|
358
$67.5K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$216K - $239K
|
1.55K
$293K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$209K - $231K
|
1.5K
$283K
|
|
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
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$183K - $214K
|
1.46K
$275K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.57KNew |
$197K - $231K
|
1.57K
$296K
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.8KNew |
$226K - $264K
|
1.8K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$138K - $161K
|
1.1K
$207K
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-6.04K- 63.58% |
$757K - $886K
|
3.46K
$652K
|