Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.82K+ 11.7% |
$263K - $284K
|
17.4K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.79KNew |
$260K - $280K
|
1.79K
$342K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.64K+ 21.5% |
$238K - $256K
|
9.28K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.63K+ 4.08% |
$236K - $254K
|
41.5K
$7.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.6K+ 11.53% |
$231K - $249K
|
15.5K
$2.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 10.35% |
$230K - $248K
|
17K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52KNew |
$220K - $237K
|
1.52K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 96.75% |
$194K - $209K
|
2.73K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.32KNew |
$191K - $206K
|
1.32K
$252K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.32KNew |
$191K - $206K
|
1.32K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$189K - $204K
|
1.31K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.19K+ 5.5% |
$172K - $185K
|
22.8K
$4.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.15KNew |
$166K - $179K
|
1.15K
$218K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 3.19% |
$161K - $174K
|
36.1K
$6.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07K+ 12.31% |
$155K - $167K
|
9.77K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 13.42% |
$154K - $166K
|
9K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 8.15% |
$149K - $161K
|
13.7K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
904+ 10.87% |
$131K - $141K
|
9.22K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
850+ 51.77% |
$123K - $133K
|
2.49K
$475K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
836+ 4.05% |
$121K - $130K
|
21.5K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
827+ 23.39% |
$120K - $129K
|
4.36K
$832K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
820+ 1.65% |
$119K - $128K
|
50.5K
$9.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
805+ 18.37% |
$116K - $126K
|
5.19K
$989K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
690+ 27.44% |
$99.8K - $108K
|
3.21K
$611K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
680+ 33.48% |
$98.4K - $106K
|
2.71K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
642+ 7.86% |
$92.9K - $100K
|
8.81K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
609+ 6.0% |
$88.1K - $95K
|
10.8K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
584+ 10.77% |
$84.5K - $91.1K
|
6K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
550+ 3.47% |
$79.6K - $85.8K
|
16.4K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
502+ 1.67% |
$72.6K - $78.3K
|
30.6K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
472+ 19.29% |
$68.3K - $73.6K
|
2.92K
$556K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
452+ 7.14% |
$65.4K - $70.5K
|
6.78K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
444+ 11100.0% |
$64.2K - $69.2K
|
448
$85.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
389+ 0.16% |
$56.3K - $60.7K
|
237K
$45.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
354+ 15.33% |
$51.2K - $55.2K
|
2.66K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
351New |
$50.8K - $54.7K
|
351
$66.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
282+ 10.89% |
$40.8K - $44K
|
2.87K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
265+ 14.49% |
$38.3K - $41.3K
|
2.09K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
255+ 0.68% |
$36.9K - $39.8K
|
38K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 12.63% |
$28.9K - $31.2K
|
1.78K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
178+ 2.92% |
$25.7K - $27.8K
|
6.28K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
159+ 1.23% |
$23K - $24.8K
|
13.1K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
140+ 0.65% |
$20.3K - $21.8K
|
21.7K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
125+ 7.02% |
$18.1K - $19.5K
|
1.91K
$363K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$14.5K - $15.6K
|
100
$19.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
95+ 0.85% |
$13.7K - $14.8K
|
11.2K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76+ 1.72% |
$11K - $11.9K
|
4.51K
$859K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
66+ 3.87% |
$9.55K - $10.3K
|
1.77K
$337K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.68% |
$7.67K - $8.26K
|
7.9K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
52+ 4.66% |
$7.52K - $8.11K
|
1.17K
$222K
|