Purchases and Sales Made in Q1 2024 in Vanguard S&P 500 Value ETF (VOOV)
This table provides information about the institutional ownership of Vanguard S&P 500 Value ETF (VOOV) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4.68M+ 140231.67% |
$773M - $844M
|
4.68M
$905M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
134K+ 711.86% |
$22.2M - $24.2M
|
153K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 7.75% |
$21.2M - $23.1M
|
1.78M
$345M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
107K+ 181.93% |
$17.6M - $19.2M
|
165K
$31.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
79.5KNew |
$13.1M - $14.3M
|
79.5K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.6K+ 7.75% |
$11.7M - $12.7M
|
982K
$190M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.6K+ 7.75% |
$11.7M - $12.7M
|
982K
$190M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
64.8KNew |
$10.7M - $11.7M
|
64.8K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
55.8K+ 27.06% |
$9.22M - $10.1M
|
262K
$50.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.2K+ 237.08% |
$9.12M - $9.96M
|
78.4K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 216.54% |
$5.9M - $6.44M
|
52.1K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.4K+ 81.9% |
$5.52M - $6.02M
|
74.1K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.2K+ 45.11% |
$4.83M - $5.28M
|
94K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.8K+ 209.02% |
$4.77M - $5.2M
|
42.6K
$8.24M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.9K+ 17.08% |
$4.61M - $5.03M
|
191K
$37M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
26.6K+ 4.89% |
$4.39M - $4.79M
|
570K
$110M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.2K+ 23.37% |
$4.17M - $4.55M
|
133K
$25.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
24.9K+ 110.37% |
$4.12M - $4.5M
|
47.5K
$9.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.1K+ 112.11% |
$3.82M - $4.17M
|
43.7K
$8.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.5KNew |
$3.56M - $3.89M
|
21.5K
$4.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17.8KNew |
$2.94M - $3.2M
|
17.8K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9K+ 4.51% |
$2.64M - $2.88M
|
369K
$71.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 7.68% |
$1.68M - $1.83M
|
142K
$27.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.98K+ 7.57% |
$1.65M - $1.8M
|
142K
$27.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.79K+ 714.89% |
$1.62M - $1.77M
|
11.2K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.59KNew |
$1.42M - $1.55M
|
8.59K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6.54KNew |
$1.08M - $1.18M
|
6.54K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.35K+ 86.49% |
$1.05M - $1.15M
|
13.7K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.22K+ 9.46% |
$1.03M - $1.12M
|
71.9K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.06K+ 21.6% |
$1M - $1.09M
|
34.1K
$6.59M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.04K+ 1.21% |
$999K - $1.09M
|
504K
$97.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.02KNew |
$995K - $1.09M
|
6.02K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.01K+ 2.15% |
$829K - $905K
|
238K
$46.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4.56K+ 627.82% |
$754K - $823K
|
5.28K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.54KNew |
$751K - $819K
|
4.54K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.32K+ 47.77% |
$714K - $779K
|
13.4K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3K+ 51.81% |
$711K - $776K
|
12.6K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.88K+ 12.33% |
$642K - $700K
|
35.3K
$6.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.7KNew |
$612K - $668K
|
3.7K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46K+ 3563.92% |
$572K - $624K
|
3.55K
$687K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.39K+ 15.9% |
$561K - $612K
|
24.7K
$4.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.13KNew |
$518K - $565K
|
3.13K
$606K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.08KNew |
$509K - $555K
|
3.08K
$595K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.93KNew |
$485K - $529K
|
2.93K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.81K+ 13.12% |
$465K - $508K
|
24.3K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.73K+ 21.96% |
$452K - $493K
|
15.2K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.72K+ 8233.33% |
$449K - $490K
|
2.75K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.63KNew |
$434K - $474K
|
2.63K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.6K+ 6.3% |
$430K - $469K
|
43.8K
$8.47M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$413K - $451K
|
2.5K
$484K
|