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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
373New |
$63.7K - $67.3K
|
373
$71.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12- 0.24% |
$2.05K - $2.17K
|
5K
$954K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
549New |
$93.8K - $99.1K
|
549
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
400New |
$68.3K - $72.2K
|
400
$76.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
175New |
$29.9K - $31.6K
|
175
$33.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-744Closed |
$127K - $134K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-362- 48.79% |
$61.8K - $65.3K
|
380
$72.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 90.0% |
$1.54K - $1.62K
|
19
$3.63K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
37.8KNew |
$6.46M - $6.82M
|
37.8K
$7.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.35KNew |
$572K - $604K
|
3.35K
$639K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
990New |
$169K - $179K
|
990
$189K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-567- 16.74% |
$93.8K - $102K
|
2.82K
$538K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
299+ 4.98% |
$49.5K - $54K
|
6.3K
$1.2M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
550New |
$91K - $99.3K
|
550
$105K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.24K- 4.25% |
$206K - $225K
|
28K
$5.35M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.99KNew |
$329K - $359K
|
1.99K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-2.08K- 64.63% |
$345K - $376K
|
1.14K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 2.94% |
$165 - $180
|
35
$6.68K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 2.47% |
$1.65K - $1.8K
|
395
$75.4K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 1.13% |
$1.16K - $1.26K
|
625
$119K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
105+ 0.92% |
$17.4K - $18.9K
|
11.5K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.1K+ 112.11% |
$3.82M - $4.17M
|
43.7K
$8.34M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.86KNew |
$308K - $336K
|
1.86K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$413K - $451K
|
2.5K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-906- 19.66% |
$150K - $164K
|
3.7K
$707K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.4K- 30.43% |
$232K - $253K
|
3.2K
$611K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.81KNew |
$300K - $327K
|
1.81K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1- 0.05% |
$165 - $180
|
2.17K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.33K- 59.64% |
$385K - $420K
|
1.58K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.38KNew |
$228K - $248K
|
1.38K
$263K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
400New |
$66.2K - $72.2K
|
400
$76.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
22+ 3.01% |
$3.64K - $3.97K
|
754
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.7KNew |
$612K - $668K
|
3.7K
$707K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.13K- 27.12% |
$518K - $565K
|
8.41K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.45% |
$292K - $319K
|
120K
$22.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.43KNew |
$401K - $438K
|
2.43K
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.13KNew |
$518K - $565K
|
3.13K
$598K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7+ 0.43% |
$1.16K - $1.26K
|
1.64K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.06KNew |
$175K - $191K
|
1.06K
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.24% |
$662 - $722
|
1.68K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.5KNew |
$3.56M - $3.89M
|
21.5K
$4.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
50New |
$8.27K - $9.02K
|
50
$9.54K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.11KNew |
$183K - $200K
|
1.11K
$212K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.89KNew |
$412K - $486K
|
2.89K
$551K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
332New |
$47.4K - $55.9K
|
332
$63.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$7.71K - $9.09K
|
54
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.66K- 20.8% |
$236K - $279K
|
6.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 2.59% |
$1.28K - $1.52K
|
338
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
332New |
$47.4K - $55.9K
|
332
$63.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 83.33% |
$714 - $842
|
1
$191
|
|