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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.43KNew |
$401K - $438K
|
2.43K
$469K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.11K+ 135.52% |
$349K - $381K
|
3.67K
$709K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.11K+ 10.51% |
$349K - $380K
|
22.2K
$4.29M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.08KNew |
$344K - $375K
|
2.08K
$402K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 11.45% |
$341K - $372K
|
20.1K
$3.88M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.99KNew |
$329K - $359K
|
1.99K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.86KNew |
$308K - $336K
|
1.86K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.81KNew |
$300K - $327K
|
1.81K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.69KNew |
$280K - $305K
|
1.69K
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.64KNew |
$271K - $296K
|
1.64K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.62K+ 65.43% |
$268K - $293K
|
4.1K
$793K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.45K+ 19.94% |
$239K - $261K
|
8.71K
$1.68M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.43K+ 16.05% |
$236K - $257K
|
10.3K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39K+ 6.33% |
$229K - $250K
|
23.3K
$4.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.38KNew |
$228K - $248K
|
1.38K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33KNew |
$219K - $239K
|
1.33K
$257K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.32K+ 57.32% |
$218K - $237K
|
3.61K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.3KNew |
$215K - $235K
|
1.3K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$197K - $215K
|
1.19K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.18KNew |
$194K - $212K
|
1.18K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.15KNew |
$190K - $207K
|
1.15K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$187K - $204K
|
1.13K
$219K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.12KNew |
$186K - $203K
|
1.12K
$217K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.11KNew |
$183K - $200K
|
1.11K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 53.61% |
$177K - $193K
|
3.06K
$592K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.06KNew |
$175K - $191K
|
1.06K
$205K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
972+ 5.25% |
$161K - $175K
|
19.5K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
898+ 0.59% |
$149K - $162K
|
153K
$29.5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
883+ 7.52% |
$146K - $159K
|
12.6K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
844+ 1.82% |
$140K - $152K
|
47.2K
$9.14M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
810+ 11.46% |
$134K - $146K
|
7.88K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
742New |
$123K - $134K
|
742
$144K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
738+ 10.83% |
$122K - $133K
|
7.56K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
723+ 6.25% |
$120K - $130K
|
12.3K
$2.38M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
700+ 660.38% |
$116K - $126K
|
806
$156K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
588+ 3.36% |
$97.2K - $106K
|
18.1K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
560+ 4.28% |
$92.6K - $101K
|
13.7K
$2.64M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
550New |
$91K - $99.3K
|
550
$106K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
540New |
$89.3K - $97.5K
|
540
$104K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
536+ 332.92% |
$88.6K - $96.7K
|
697
$135K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
503+ 30.5% |
$83.2K - $90.8K
|
2.15K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
478+ 3.23% |
$79.1K - $86.3K
|
15.3K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
454+ 4.2% |
$75.1K - $81.9K
|
11.3K
$2.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
453+ 22.96% |
$74.9K - $81.8K
|
2.43K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
449+ 8.62% |
$74.3K - $81K
|
5.66K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
403+ 7.83% |
$66.7K - $72.7K
|
5.55K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
400New |
$66.2K - $72.2K
|
400
$77.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
389+ 10.9% |
$64.3K - $70.2K
|
3.96K
$766K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
362+ 1.52% |
$59.9K - $65.3K
|
24.2K
$4.68M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
334+ 20.45% |
$55.2K - $60.3K
|
1.97K
$380K
|