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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21New |
$3.77K - $4.03K
|
21
$4.14K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 75.0% |
$53.9K - $57.6K
|
700
$138K
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-72- 4.95% |
$12.9K - $13.8K
|
1.38K
$273K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$89.9K - $96K
|
500
$98.5K
|
|
Q4 2024 | |||||||
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.82K- 48.67% |
$1.26M - $1.36M
|
7.19K
$1.42M
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-130- 16.88% |
$23.9K - $25.9K
|
640
$126K
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-12- 0.8% |
$2.21K - $2.39K
|
1.49K
$293K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.3K- 36.69% |
$239K - $259K
|
2.24K
$442K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
94+ 1.13% |
$17.3K - $18.7K
|
8.45K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
555New |
$102K - $111K
|
555
$109K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.29KNew |
$790K - $855K
|
4.29K
$845K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-115- 1.72% |
$21.2K - $22.9K
|
6.59K
$1.3M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-954- 7.58% |
$176K - $190K
|
11.6K
$2.29M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12New |
$2.21K - $2.39K
|
12
$2.36K
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2New |
$368 - $399
|
2
$394
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.12KNew |
$206K - $223K
|
1.12K
$220K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 44.87% |
$6.45K - $6.98K
|
43
$8.47K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.88% |
$368 - $399
|
230
$45.3K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
109New |
$20.1K - $21.7K
|
109
$21.5K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
232+ 1.94% |
$42.7K - $46.2K
|
12.2K
$2.41M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.92KNew |
$722K - $781K
|
3.92K
$772K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.1KNew |
$2.41M - $2.61M
|
13.1K
$2.58M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.74% |
$368 - $399
|
117
$23.1K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.09KNew |
$201K - $217K
|
1.09K
$215K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
136New |
$25.1K - $27.1K
|
136
$26.8K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 1.13% |
$6.45K - $6.98K
|
3.13K
$617K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.25KNew |
$782K - $846K
|
4.25K
$837K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95KNew |
$17.5M - $18.9M
|
95K
$18.7M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 2.7% |
$184 - $199
|
38
$7.49K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
61+ 762.5% |
$11.2K - $12.2K
|
69
$13.6K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 83.52% |
$83.1K - $89.9K
|
89
$17.5K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
67+ 1.11% |
$12.3K - $13.4K
|
6.12K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.79KNew |
$1.44M - $1.55M
|
7.79K
$1.54M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.05K- 12.33% |
$377K - $408K
|
14.5K
$2.87M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.29KNew |
$238K - $258K
|
1.29K
$255K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36New |
$6.63K - $7.17K
|
36
$7.09K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.05K+ 1300.0% |
$378K - $409K
|
2.21K
$436K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-13- 1.7% |
$2.39K - $2.59K
|
750
$148K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-34- 12.73% |
$6.26K - $6.78K
|
233
$45.9K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.65KNew |
$289K - $314K
|
1.65K
$325K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43+ 2.73% |
$7.53K - $8.2K
|
1.62K
$318K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61+ 0.32% |
$10.7K - $11.6K
|
19.2K
$3.78M
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-15.6K- 76.55% |
$2.74M - $2.98M
|
4.79K
$943K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 11.11% |
$175 - $191
|
10
$1.97K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$17.5K - $19.1K
|
100
$19.7K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
58+ 0.31% |
$10.2K - $11.1K
|
18.7K
$3.69M
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-500- 90.09% |
$87.5K - $95.4K
|
55
$10.8K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
830New |
$145K - $158K
|
830
$164K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.99KNew |
$349K - $380K
|
1.99K
$393K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$191K - $208K
|
1.09K
$215K
|