Purchases and Sales Made in Q1 2025 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 2025. 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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
196+ 13.9% |
$35.2K - $37.6K
|
1.61K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180+ 0.04% |
$32.3K - $34.6K
|
481K
$91.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
179New |
$32.2K - $34.4K
|
179
$34.2K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149+ 6.7% |
$26.8K - $28.6K
|
2.37K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
148+ 1.43% |
$26.6K - $28.4K
|
10.5K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
146+ 2.67% |
$26.2K - $28K
|
5.62K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144+ 0.1% |
$25.9K - $27.7K
|
151K
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
143+ 2.33% |
$25.7K - $27.5K
|
6.27K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
139New |
$25K - $26.7K
|
139
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
130New |
$23.4K - $25K
|
130
$24.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
123+ 1.0% |
$22.1K - $23.6K
|
12.4K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
122New |
$21.9K - $23.4K
|
122
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 6.17% |
$21.7K - $23.2K
|
2.08K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
116+ 7.03% |
$20.8K - $22.3K
|
1.77K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 2.78% |
$17.4K - $18.6K
|
3.59K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
94+ 8.06% |
$16.9K - $18.1K
|
1.26K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
93+ 1.8% |
$16.7K - $17.9K
|
5.27K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
91+ 7.76% |
$16.4K - $17.5K
|
1.26K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
90+ 1.87% |
$16.2K - $17.3K
|
4.91K
$937K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
88New |
$15.8K - $16.9K
|
88
$16.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86New |
$15.5K - $16.5K
|
86
$16.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
86+ 0.07% |
$15.5K - $16.5K
|
122K
$23.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
86New |
$15.5K - $16.5K
|
86
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
86+ 0.9% |
$15.5K - $16.5K
|
9.63K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
86+ 0.38% |
$15.5K - $16.5K
|
23K
$4.39M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
77+ 1.34% |
$13.8K - $14.8K
|
5.82K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
64+ 3.1% |
$11.5K - $12.3K
|
2.13K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59+ 3.67% |
$10.6K - $11.3K
|
1.67K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
57New |
$10.2K - $10.9K
|
57
$10.9K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 3.0% |
$9.52K - $10.2K
|
1.82K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52+ 0.08% |
$9.34K - $9.99K
|
61.4K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
50+ 7.31% |
$8.99K - $9.6K
|
734
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 2.05% |
$8.45K - $9.03K
|
2.34K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
43+ 0.17% |
$7.73K - $8.26K
|
24.8K
$4.73M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
29+ 3.67% |
$5.21K - $5.57K
|
819
$156K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
28+ 0.3% |
$5.03K - $5.38K
|
9.25K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 2.11% |
$4.85K - $5.19K
|
1.31K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
25+ 0.47% |
$4.49K - $4.8K
|
5.32K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25+ 0.39% |
$4.49K - $4.8K
|
6.44K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
22+ 0.45% |
$3.95K - $4.23K
|
4.9K
$935K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21New |
$3.77K - $4.03K
|
21
$4.01K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19+ 0.07% |
$3.41K - $3.65K
|
27.2K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18+ 0.06% |
$3.23K - $3.46K
|
31.7K
$6.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
16+ 0.88% |
$2.88K - $3.07K
|
1.84K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
15+ 1.32% |
$2.7K - $2.88K
|
1.15K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
15+ 0.48% |
$2.7K - $2.88K
|
3.13K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15+ 0.08% |
$2.7K - $2.88K
|
17.9K
$3.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14+ 0.45% |
$2.52K - $2.69K
|
3.15K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.56% |
$2.16K - $2.3K
|
2.15K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.46% |
$2.16K - $2.3K
|
2.61K
$498K
|