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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
102+ 100.0% |
$12.8K - $15K
|
204
$38.5K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 48.28% |
$3.51K - $4.11K
|
30
$5.66K
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.47KNew |
$435K - $509K
|
3.47K
$654K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 2.5% |
$251 - $293
|
82
$15.5K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.49KNew |
$187K - $219K
|
1.49K
$281K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.44KNew |
$180K - $211K
|
1.44K
$271K
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
94.7KNew |
$11.9M - $13.9M
|
94.7K
$17.9M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.59KNew |
$199K - $233K
|
1.59K
$299K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
43+ 0.62% |
$5.39K - $6.31K
|
6.93K
$1.31M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-165- 62.26% |
$20.7K - $24.2K
|
100
$18.9K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.76KNew |
$220K - $258K
|
1.76K
$331K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
5.54KNew |
$695K - $813K
|
5.54K
$1.05M
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$191K - $224K
|
1.53K
$288K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.78K- 87.19% |
$224K - $262K
|
262
$49.4K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.64KNew |
$205K - $240K
|
1.64K
$308K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$1K - $1.17K
|
8
$1.51K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$376K - $440K
|
3K
$566K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
569+ 5.1% |
$71.3K - $83.5K
|
11.7K
$2.21M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.5KNew |
$188K - $220K
|
1.5K
$283K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
290New |
$36.4K - $42.6K
|
290
$54.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.27% |
$497 - $583
|
1.51K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1K- 9.09% |
$124K - $146K
|
10K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 50.0% |
$869 - $1.02K
|
7
$1.32K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 79.12% |
$269K - $316K
|
4.91K
$926K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.8KNew |
$223K - $263K
|
1.8K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$236K - $277K
|
1.9K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117New |
$14.5K - $17.1K
|
117
$22.1K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 46.67% |
$4.34K - $5.1K
|
110
$20.7K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$372 - $438
|
3
$566
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$175K - $206K
|
1.41K
$266K
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1.71K+ 1.87% |
$212K - $249K
|
93.1K
$17.6M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-150- 44.12% |
$18.6K - $21.9K
|
190
$35.8K
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.8K- 29.31% |
$224K - $263K
|
4.35K
$821K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
676New |
$83.9K - $98.6K
|
676
$128K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
795+ 28.75% |
$98.7K - $116K
|
3.56K
$672K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-132- 30.7% |
$16.4K - $19.3K
|
298
$56.2K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27New |
$3.35K - $3.94K
|
27
$5.09K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$24.8K - $29.2K
|
200
$37.7K
|
|
Q2 2022 | |||||||
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.1KNew |
$142K - $169K
|
1.1K
$207K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.1% |
$259 - $307
|
1.96K
$370K
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-130KClosed |
$16.8M - $19.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.09KClosed |
$659K - $781K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
961New |
$124K - $147K
|
961
$181K
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-239KClosed |
$31M - $36.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$1.37M - $1.62M
|
10.6K
$2M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.5KClosed |
$194K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.35KClosed |
$175K - $207K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$1.04K - $1.23K
|
8
$1.51K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.49KClosed |
$192K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 1.31% |
$663K - $785K
|
384K
$72.5M
|