Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.66K- 20.8% |
$236K - $279K
|
6.3K
$1.2M
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-879- 73.43% |
$125K - $148K
|
318
$60.7K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-651- 12.38% |
$92.9K - $110K
|
4.61K
$880K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-445- 1.22% |
$63.5K - $74.9K
|
36.1K
$6.9M
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-148- 6.39% |
$21.1K - $24.9K
|
2.17K
$414K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-129- 2.63% |
$18.4K - $21.7K
|
4.78K
$912K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-112- 3.31% |
$16K - $18.9K
|
3.28K
$625K
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-63- 1.0% |
$8.99K - $10.6K
|
6.21K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-47- 97.92% |
$6.71K - $7.91K
|
1
$191
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 3.26% |
$4.28K - $5.05K
|
890
$170K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 2.59% |
$1.28K - $1.52K
|
338
$64.5K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 83.33% |
$714 - $842
|
1
$191
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-3.8K- 7.67% |
$565K - $612K
|
45.8K
$8.74M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.42K- 86.31% |
$508K - $550K
|
542
$103K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.12K- 41.01% |
$315K - $342K
|
3.05K
$582K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-770- 10.75% |
$114K - $124K
|
6.4K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-400- 4.31% |
$59.5K - $64.5K
|
8.88K
$1.69M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-233- 12.59% |
$34.6K - $37.5K
|
1.62K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-163- 4.8% |
$24.2K - $26.3K
|
3.23K
$617K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38- 0.6% |
$5.65K - $6.12K
|
6.27K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 45.0% |
$1.34K - $1.45K
|
11
$2.1K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$1.19K - $1.29K
|
2.65K
$505K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 99.41% |
$490K - $528K
|
20
$3.82K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 7.54% |
$448K - $483K
|
38K
$7.25M
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.45K- 39.8% |
$209K - $225K
|
2.19K
$417K
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1K- 32.26% |
$145K - $156K
|
2.1K
$401K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-123- 3.95% |
$17.8K - $19.2K
|
2.99K
$571K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-214- 7.26% |
$29.8K - $33K
|
2.73K
$522K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-6.04K- 63.58% |
$757K - $886K
|
3.46K
$660K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-165- 62.26% |
$20.7K - $24.2K
|
100
$19.1K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 48.28% |
$3.51K - $4.11K
|
30
$5.73K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$627 - $734
|
0
$0
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.8K- 29.31% |
$224K - $263K
|
4.35K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1K- 9.09% |
$124K - $146K
|
10K
$1.91M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-132- 30.7% |
$16.4K - $19.3K
|
298
$56.9K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 50.0% |
$869 - $1.02K
|
7
$1.34K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-239KClosed |
$31M - $36.7M
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-130KClosed |
$16.8M - $19.9M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-128K- 98.39% |
$16.5M - $19.6M
|
2.09K
$400K
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-9.96K- 34.62% |
$1.29M - $1.53M
|
18.8K
$3.59M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 1.31% |
$663K - $785K
|
384K
$73.3M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.09KClosed |
$659K - $781K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.52KClosed |
$326K - $387K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.3K- 65.01% |
$297K - $352K
|
1.24K
$236K
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.62KClosed |
$210K - $249K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.5KClosed |
$194K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.49KClosed |
$192K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.35KClosed |
$175K - $207K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-380Closed |
$49.2K - $58.3K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-169Closed |
$21.9K - $25.9K
|
0
$0
|