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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-153- 1.67% |
$26.8K - $29.2K
|
9.01K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-166- 3.2% |
$29.1K - $31.7K
|
5.02K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-168- 0.45% |
$29.4K - $32K
|
36.9K
$7.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-168- 1.99% |
$29.4K - $32K
|
8.26K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-168- 3.24% |
$29.4K - $32K
|
5.02K
$957K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193- 0.73% |
$33.8K - $36.8K
|
26.2K
$4.99M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 19.07% |
$35K - $38.1K
|
849
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-205- 20.28% |
$35.9K - $39.1K
|
806
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-221- 0.82% |
$38.7K - $42.1K
|
26.7K
$5.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-226- 10.36% |
$39.6K - $43.1K
|
1.96K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-238- 14.01% |
$41.7K - $45.4K
|
1.46K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-246- 0.86% |
$43.1K - $46.9K
|
28.5K
$5.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 2.24% |
$43.8K - $47.7K
|
10.9K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-254- 39.63% |
$44.5K - $48.4K
|
387
$73.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-255- 1.51% |
$44.6K - $48.6K
|
16.6K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-261- 6.91% |
$45.7K - $49.8K
|
3.51K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-263- 1.72% |
$46K - $50.2K
|
15.1K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-328- 6.35% |
$57.4K - $62.6K
|
4.84K
$922K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-336- 0.43% |
$58.8K - $64.1K
|
78K
$14.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-357- 0.82% |
$62.5K - $68.1K
|
43.1K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-358- 3.82% |
$62.7K - $68.3K
|
9.01K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-386- 2.97% |
$67.6K - $73.6K
|
12.6K
$2.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-408- 4.81% |
$71.4K - $77.8K
|
8.08K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-412- 1.02% |
$72.1K - $78.6K
|
40K
$7.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-425- 22.97% |
$74.4K - $81.1K
|
1.43K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-500- 90.09% |
$87.5K - $95.4K
|
55
$10.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-503- 22.69% |
$88K - $95.9K
|
1.71K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-524- 14.96% |
$91.7K - $99.9K
|
2.98K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-554- 22.14% |
$97K - $106K
|
1.95K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-606- 13.35% |
$106K - $116K
|
3.93K
$750K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-632- 0.26% |
$111K - $121K
|
240K
$45.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-669- 36.7% |
$117K - $128K
|
1.15K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-671- 46.12% |
$117K - $128K
|
784
$149K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-741- 19.32% |
$130K - $141K
|
3.1K
$590K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-767- 3.81% |
$134K - $146K
|
19.4K
$3.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-827- 0.72% |
$145K - $158K
|
115K
$21.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-855- 27.89% |
$150K - $163K
|
2.21K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-904- 0.98% |
$158K - $172K
|
91.6K
$17.5M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-926- 4.44% |
$162K - $177K
|
19.9K
$3.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 13.49% |
$189K - $206K
|
6.94K
$1.32M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.13K- 10.13% |
$197K - $215K
|
10K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.37K- 6.19% |
$239K - $260K
|
20.7K
$3.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.49K- 6.69% |
$260K - $284K
|
20.7K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 15.04% |
$263K - $286K
|
8.47K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.29K- 3.24% |
$401K - $437K
|
68.4K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.37K- 15.99% |
$415K - $453K
|
12.5K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.78K- 18.82% |
$486K - $530K
|
12K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.34K- 56.13% |
$584K - $637K
|
2.61K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.36K- 9.07% |
$588K - $641K
|
33.7K
$6.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.67K- 11.5% |
$642K - $700K
|
28.2K
$5.38M
|