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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-98- 6.08% |
$17.6K - $18.8K
|
1.52K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 99.01% |
$18K - $19.2K
|
1
$191
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-104- 0.86% |
$18.7K - $20K
|
12K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-109- 5.68% |
$19.6K - $20.9K
|
1.81K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-110- 15.63% |
$19.8K - $21.1K
|
594
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-112- 3.28% |
$20.1K - $21.5K
|
3.3K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-124- 18.34% |
$22.3K - $23.8K
|
552
$105K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-126- 5.07% |
$22.6K - $24.2K
|
2.36K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-136- 1.43% |
$24.4K - $26.1K
|
9.37K
$1.79M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-139- 26.03% |
$25K - $26.7K
|
395
$75.4K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-143- 8.52% |
$25.7K - $27.5K
|
1.54K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 9.66% |
$27K - $28.8K
|
1.4K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-158- 6.12% |
$28.4K - $30.3K
|
2.42K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-160- 3.67% |
$28.8K - $30.7K
|
4.2K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-206- 3.96% |
$37K - $39.6K
|
5K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-209- 72.07% |
$37.6K - $40.1K
|
81
$15.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-221- 2.12% |
$39.7K - $42.4K
|
10.2K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-221- 4.5% |
$39.7K - $42.4K
|
4.69K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-222- 13.0% |
$39.9K - $42.6K
|
1.49K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-236- 11.23% |
$42.4K - $45.3K
|
1.87K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-256- 8.5% |
$46K - $49.2K
|
2.76K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-270- 2.15% |
$48.5K - $51.9K
|
12.3K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 9.68% |
$53K - $56.7K
|
2.75K
$525K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-300- 8.29% |
$53.9K - $57.6K
|
3.32K
$633K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-304- 5.72% |
$54.6K - $58.4K
|
5.01K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-316- 25.34% |
$56.8K - $60.7K
|
931
$178K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-330- 6.42% |
$59.3K - $63.4K
|
4.81K
$918K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-342- 1.08% |
$61.5K - $65.7K
|
31.2K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-356- 1.95% |
$64K - $68.4K
|
17.9K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-390Closed |
$70.1K - $74.9K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-396- 16.36% |
$71.2K - $76.1K
|
2.02K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-476- 1.19% |
$85.5K - $91.4K
|
39.6K
$7.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-521- 22.68% |
$93.6K - $100K
|
1.78K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-594- 30.7% |
$107K - $114K
|
1.34K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-629- 1.54% |
$113K - $121K
|
40.2K
$7.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-664- 4.19% |
$119K - $128K
|
15.2K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-685- 2.4% |
$123K - $132K
|
27.8K
$5.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-685- 24.05% |
$123K - $132K
|
2.16K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-698- 9.93% |
$125K - $134K
|
6.33K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-820- 5.06% |
$147K - $157K
|
15.4K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-830- 16.92% |
$149K - $159K
|
4.08K
$778K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-867- 8.6% |
$156K - $167K
|
9.22K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-875- 28.45% |
$157K - $168K
|
2.2K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-901- 10.66% |
$162K - $173K
|
7.55K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-906- 9.02% |
$163K - $174K
|
9.14K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.07K- 31.54% |
$192K - $206K
|
2.32K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.13K- 14.34% |
$203K - $217K
|
6.76K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 5.54% |
$206K - $220K
|
19.6K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.18K- 91.49% |
$212K - $227K
|
110
$21K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.26K- 2.21% |
$226K - $241K
|
55.5K
$10.6M
|