Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
21+ 1.13% |
$3.68K - $4.01K
|
1.89K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
21+ 0.77% |
$3.68K - $4.01K
|
2.75K
$523K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.55% |
$2.98K - $3.24K
|
3.08K
$587K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.55% |
$2.98K - $3.24K
|
3.1K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 0.48% |
$2.8K - $3.05K
|
3.36K
$641K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13New |
$2.28K - $2.48K
|
13
$2.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13+ 0.42% |
$2.28K - $2.48K
|
3.09K
$589K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
13+ 0.37% |
$2.28K - $2.48K
|
3.53K
$672K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12New |
$2.1K - $2.29K
|
12
$2.29K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9+ 0.29% |
$1.58K - $1.72K
|
3.07K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9+ 0.51% |
$1.58K - $1.72K
|
1.77K
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.4K - $1.53K
|
8
$1.53K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.89% |
$1.4K - $1.53K
|
903
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8+ 0.45% |
$1.4K - $1.53K
|
1.78K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8+ 0.48% |
$1.4K - $1.53K
|
1.66K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.15% |
$1.23K - $1.34K
|
4.82K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$1.23K - $1.34K
|
2.67K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 0.36% |
$1.23K - $1.34K
|
1.93K
$368K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 0.06% |
$1.05K - $1.14K
|
10.9K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.3% |
$700 - $763
|
1.34K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3+ 0.23% |
$525 - $572
|
1.3K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.13% |
$350 - $381
|
1.58K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$175 - $191
|
1.28K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.44% |
$175 - $191
|
228
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 11.11% |
$175 - $191
|
10
$1.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.13% |
$175 - $191
|
746
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.45% |
$175 - $191
|
224
$42.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.04% |
$175 - $191
|
2.8K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6- 0.5% |
$1.05K - $1.14K
|
1.18K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-17- 1.01% |
$2.98K - $3.24K
|
1.67K
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 1.89% |
$3.15K - $3.43K
|
934
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-24- 9.16% |
$4.2K - $4.58K
|
238
$45.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-33- 0.47% |
$5.78K - $6.29K
|
7.05K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 0.35% |
$5.95K - $6.48K
|
9.74K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-35- 1.73% |
$6.13K - $6.68K
|
1.98K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42- 9.63% |
$7.35K - $8.01K
|
394
$75.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-44- 1.81% |
$7.7K - $8.39K
|
2.38K
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-46- 0.29% |
$8.05K - $8.77K
|
15.8K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-55- 2.65% |
$9.63K - $10.5K
|
2.02K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-59- 1.76% |
$10.3K - $11.3K
|
3.3K
$628K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-66- 0.13% |
$11.6K - $12.6K
|
50K
$9.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-84- 0.68% |
$14.7K - $16K
|
12.3K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-87- 3.62% |
$15.2K - $16.6K
|
2.32K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88- 0.19% |
$15.4K - $16.8K
|
45.3K
$8.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-93- 13.42% |
$16.3K - $17.7K
|
600
$114K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-102- 1.81% |
$17.9K - $19.5K
|
5.54K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-104- 2.56% |
$18.2K - $19.8K
|
3.96K
$755K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-106- 1.75% |
$18.6K - $20.2K
|
5.96K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-114- 2.12% |
$20K - $21.7K
|
5.26K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-143- 17.29% |
$25K - $27.3K
|
684
$130K
|