Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.24K+ 19.73% |
$155K - $181K
|
7.49K
$1.4M
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.15K+ 4.11% |
$145K - $169K
|
29.3K
$5.48M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$138K - $161K
|
1.1K
$206K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
888+ 0.57% |
$111K - $130K
|
158K
$29.5M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
871+ 7.16% |
$109K - $128K
|
13K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
813+ 4.04% |
$102K - $119K
|
20.9K
$3.92M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
804+ 2.89% |
$101K - $118K
|
28.7K
$5.37M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
792+ 28.51% |
$99.3K - $116K
|
3.57K
$669K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
780+ 5.83% |
$97.8K - $114K
|
14.2K
$2.65M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
707+ 294.58% |
$88.6K - $104K
|
947
$177K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
658+ 65.54% |
$82.5K - $96.5K
|
1.66K
$311K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
652+ 4.38% |
$81.7K - $95.7K
|
15.6K
$2.91M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
617+ 29.68% |
$77.4K - $90.5K
|
2.7K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
595+ 2.26% |
$74.6K - $87.3K
|
26.9K
$5.04M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
569+ 5.1% |
$71.3K - $83.5K
|
11.7K
$2.2M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
538+ 0.28% |
$67.4K - $78.9K
|
196K
$36.6M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
516+ 1.29% |
$64.7K - $75.7K
|
40.6K
$7.61M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
495+ 2.2% |
$62.1K - $72.6K
|
23K
$4.31M
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
493+ 0.21% |
$61.8K - $72.3K
|
238K
$44.7M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
471+ 122.66% |
$59K - $69.1K
|
855
$160K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
455New |
$57K - $66.8K
|
455
$85.2K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
432+ 26.28% |
$54.2K - $63.4K
|
2.08K
$389K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
416+ 1.29% |
$52.2K - $61K
|
32.6K
$6.11M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
406+ 16.61% |
$50.9K - $59.6K
|
2.85K
$534K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
353+ 1534.78% |
$44.3K - $51.8K
|
376
$70.4K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
293+ 27.38% |
$36.7K - $43K
|
1.36K
$255K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
290New |
$36.4K - $42.6K
|
290
$54.3K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
269+ 40.15% |
$33.7K - $39.5K
|
939
$176K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
230+ 9.28% |
$28.8K - $33.7K
|
2.71K
$508K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
194+ 7.89% |
$24.3K - $28.5K
|
2.65K
$497K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
173+ 2.13% |
$21.7K - $25.4K
|
8.28K
$1.55M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
161New |
$20.2K - $23.6K
|
161
$30.2K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
138+ 1.09% |
$17.3K - $20.2K
|
12.8K
$2.4M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
112New |
$14K - $16.4K
|
112
$21K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
102+ 100.0% |
$12.8K - $15K
|
204
$38.2K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
89+ 0.85% |
$11.2K - $13.1K
|
10.5K
$1.97M
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70+ 3.21% |
$8.78K - $10.3K
|
2.25K
$421K
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
65+ 1.29% |
$8.15K - $9.54K
|
5.09K
$953K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
58+ 1.33% |
$7.27K - $8.51K
|
4.43K
$830K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53New |
$6.64K - $7.78K
|
53
$9.93K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 2.69% |
$6.39K - $7.48K
|
1.95K
$365K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48+ 111.63% |
$6.02K - $7.04K
|
91
$17K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
48+ 5.05% |
$6.02K - $7.04K
|
998
$187K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47New |
$5.89K - $6.9K
|
47
$8.81K
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43+ 1.33% |
$5.39K - $6.31K
|
3.29K
$616K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
43+ 0.62% |
$5.39K - $6.31K
|
6.93K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43+ 0.68% |
$5.39K - $6.31K
|
6.37K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
39+ 1.34% |
$4.89K - $5.72K
|
2.95K
$552K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 1.31% |
$4.64K - $5.43K
|
2.86K
$535K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
33New |
$4.14K - $4.84K
|
33
$6.18K
|