Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-488- 0.3% |
$83.4K - $88.1K
|
161K
$30.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-515- 9.27% |
$88K - $93K
|
5.04K
$946K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-539- 9.41% |
$92.1K - $97.3K
|
5.19K
$974K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-558- 2.63% |
$95.3K - $101K
|
20.7K
$3.88M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-564- 22.57% |
$96.4K - $102K
|
1.94K
$363K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-567- 16.74% |
$96.9K - $102K
|
2.82K
$529K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-577- 2.94% |
$98.6K - $104K
|
19K
$3.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-717- 9.95% |
$122K - $129K
|
6.49K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-744Closed |
$127K - $134K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-796- 1.69% |
$136K - $144K
|
46.4K
$8.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-915- 5.15% |
$156K - $165K
|
16.8K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-945- 40.8% |
$161K - $171K
|
1.37K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.07K- 0.78% |
$183K - $193K
|
137K
$25.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.07K- 8.72% |
$183K - $194K
|
11.2K
$2.11M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.12KClosed |
$192K - $203K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 1.69% |
$208K - $219K
|
70.7K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.26K- 1.34% |
$215K - $228K
|
92.5K
$17.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.62K- 3.75% |
$277K - $293K
|
41.6K
$7.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.81K- 0.36% |
$309K - $326K
|
502K
$94.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.81K- 8.18% |
$310K - $327K
|
20.3K
$3.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.84K- 17.92% |
$314K - $332K
|
8.43K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.03K- 20.22% |
$347K - $367K
|
8.02K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.64K- 4.43% |
$621K - $656K
|
78.4K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.54K- 85.9% |
$775K - $819K
|
745
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.77K- 9.48% |
$814K - $860K
|
45.5K
$8.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.96K- 61.81% |
$847K - $895K
|
3.06K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.93K- 14.35% |
$1.53M - $1.61M
|
53.3K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-10.2K- 21.56% |
$1.74M - $1.84M
|
37.1K
$6.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 75.86% |
$1.77M - $1.87M
|
3.31K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 2.06% |
$1.79M - $1.89M
|
499K
$93.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.7K- 8.44% |
$1.82M - $1.92M
|
116K
$21.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.6K- 3.8% |
$3.7M - $3.91M
|
548K
$103M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-23.5K- 14.46% |
$4.01M - $4.24M
|
139K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.1K- 10.57% |
$4.3M - $4.54M
|
213K
$39.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.68M- 99.93% |
$799M - $844M
|
3.35K
$628K
|