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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.59% |
$3.38K - $3.96K
|
4.61K
$863K
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 1.33% |
$3.01K - $3.52K
|
1.82K
$342K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
23+ 1.36% |
$2.88K - $3.37K
|
1.72K
$322K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.94% |
$2.26K - $2.64K
|
1.94K
$363K
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
17+ 0.49% |
$2.13K - $2.49K
|
3.49K
$654K
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
16+ 0.5% |
$2.01K - $2.35K
|
3.22K
$604K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14+ 0.83% |
$1.76K - $2.05K
|
1.7K
$319K
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13+ 0.47% |
$1.63K - $1.91K
|
2.77K
$519K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$1K - $1.17K
|
8
$1.5K
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7+ 0.34% |
$878 - $1.03K
|
2.09K
$391K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
3+ 0.61% |
$376 - $440
|
495
$92.7K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 2.5% |
$251 - $293
|
82
$15.4K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.01% |
$125 - $147
|
12.3K
$2.3M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.61% |
$125 - $147
|
164
$30.7K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.15% |
$251 - $293
|
1.37K
$256K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$627 - $734
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.36% |
$878 - $1.03K
|
1.91K
$359K
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-21- 0.22% |
$2.63K - $3.08K
|
9.54K
$1.79M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-21- 0.59% |
$2.63K - $3.08K
|
3.51K
$657K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22- 0.27% |
$2.76K - $3.23K
|
8.11K
$1.52M
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-26- 0.39% |
$3.26K - $3.81K
|
6.67K
$1.25M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 7.11% |
$3.51K - $4.11K
|
366
$68.6K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 48.28% |
$3.51K - $4.11K
|
30
$5.62K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-28- 1.1% |
$3.51K - $4.11K
|
2.52K
$471K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-48- 0.31% |
$6.02K - $7.04K
|
15.6K
$2.93M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-54- 13.95% |
$6.77K - $7.92K
|
333
$62.4K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-80- 0.16% |
$10K - $11.7K
|
50.8K
$9.52M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-92- 1.43% |
$11.5K - $13.5K
|
6.36K
$1.19M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-106- 10.05% |
$13.3K - $15.6K
|
949
$178K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-136- 1.84% |
$17.1K - $20K
|
7.27K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-150- 2.9% |
$18.8K - $22K
|
5.03K
$942K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-155- 4.74% |
$19.4K - $22.7K
|
3.12K
$584K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-165- 62.26% |
$20.7K - $24.2K
|
100
$18.7K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-197- 2.17% |
$24.7K - $28.9K
|
8.87K
$1.66M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-203- 12.39% |
$25.5K - $29.8K
|
1.44K
$269K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-214- 3.42% |
$26.8K - $31.4K
|
6.05K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-269- 1.49% |
$33.7K - $39.5K
|
17.8K
$3.34M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-334- 16.29% |
$41.9K - $49K
|
1.72K
$321K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-360- 3.57% |
$45.1K - $52.8K
|
9.72K
$1.82M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-369- 0.96% |
$46.3K - $54.1K
|
37.9K
$7.1M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-369- 0.96% |
$46.3K - $54.1K
|
37.9K
$7.1M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-392- 6.71% |
$49.1K - $57.5K
|
5.45K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-400- 11.16% |
$50.1K - $58.7K
|
3.19K
$597K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-432- 16.29% |
$54.2K - $63.4K
|
2.22K
$416K
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-462- 3.43% |
$57.9K - $67.8K
|
13K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-547- 1.46% |
$68.6K - $80.3K
|
37K
$6.93M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-758- 13.0% |
$95K - $111K
|
5.07K
$950K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-807- 30.86% |
$101K - $118K
|
1.81K
$339K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-886- 3.72% |
$111K - $130K
|
22.9K
$4.3M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1K- 24.39% |
$125K - $147K
|
3.1K
$581K
|