Latest Institutional Purchases of Vanguard S&P 500 Value ETF (VOOV)
This list provides information on the latest institutional transactions involving Vanguard S&P 500 Value ETF (VOOV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$38.6K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
43+ 0.62% |
$5.39K - $6.31K
|
6.93K
$1.31M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$1K - $1.17K
|
8
$1.52K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 2.5% |
$251 - $293
|
82
$15.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 79.12% |
$269K - $316K
|
4.91K
$930K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$236K - $277K
|
1.9K
$360K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.8KNew |
$223K - $263K
|
1.8K
$341K
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1.71K+ 1.87% |
$212K - $249K
|
93.1K
$17.6M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$175K - $206K
|
1.41K
$267K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
795+ 28.75% |
$98.7K - $116K
|
3.56K
$674K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
676New |
$83.9K - $98.6K
|
676
$128K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117New |
$14.5K - $17.1K
|
117
$22.2K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27New |
$3.35K - $3.94K
|
27
$5.11K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$372 - $438
|
3
$568
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$1.37M - $1.62M
|
10.6K
$2M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$297K - $351K
|
2.29K
$434K
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.57K+ 5.67% |
$203K - $241K
|
29.3K
$5.54M
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.1KNew |
$142K - $169K
|
1.1K
$208K
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
961New |
$124K - $147K
|
961
$182K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
595+ 0.48% |
$77.1K - $91.3K
|
124K
$23.5M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
583+ 2.86% |
$75.5K - $89.4K
|
21K
$3.98M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
470+ 116.92% |
$60.9K - $72.1K
|
872
$165K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
429+ 9.0% |
$55.6K - $65.8K
|
5.2K
$985K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
330New |
$42.7K - $50.6K
|
330
$62.5K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 280.0% |
$9.07K - $10.7K
|
95
$18K
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$1.04K - $1.23K
|
8
$1.52K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4New |
$518 - $614
|
4
$758
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$389 - $460
|
3
$568
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.1% |
$259 - $307
|
1.96K
$371K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.13% |
$259 - $307
|
1.54K
$292K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.4KNew |
$627K - $676K
|
4.4K
$833K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
3.45KNew |
$492K - $531K
|
3.45K
$653K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
187New |
$26.7K - $28.8K
|
187
$35.4K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
40+ 0.76% |
$5.7K - $6.15K
|
5.27K
$999K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3New |
$428 - $461
|
3
$568
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.5KNew |
$353K - $379K
|
2.5K
$474K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
610New |
$86.1K - $92.5K
|
610
$116K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
200New |
$28.2K - $30.3K
|
200
$37.9K
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
14+ 0.38% |
$1.98K - $2.12K
|
3.72K
$705K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
85KNew |
$11.8M - $12.5M
|
85K
$16.1M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.82KNew |
$253K - $268K
|
1.82K
$345K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
64.4KNew |
$8.85M - $9.42M
|
64.4K
$12.2M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.81KNew |
$523K - $557K
|
3.81K
$721K
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
90New |
$12.4K - $13.2K
|
90
$17K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
22New |
$3.03K - $3.22K
|
22
$4.17K
|
|
Q1 2021 | |||||||
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
225New |
$27.4K - $31K
|
225
$42.6K
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$213K - $248K
|
2K
$379K
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.01KNew |
$108K - $125K
|
1.01K
$192K
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
751New |
$79.9K - $93.1K
|
751
$142K
|