Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.06K+ 1.03% |
$294K - $347K
|
203K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.92K+ 4.89% |
$274K - $324K
|
41.2K
$7.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.92KNew |
$274K - $323K
|
1.92K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
$268K - $316K
|
1.88K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.85K+ 1.32% |
$265K - $312K
|
142K
$27M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.85K+ 4.98% |
$263K - $311K
|
38.9K
$7.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.82K+ 16.09% |
$260K - $307K
|
13.1K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.75K+ 31.8% |
$250K - $295K
|
7.26K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.67K+ 120.65% |
$239K - $281K
|
3.06K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.67K+ 12.06% |
$239K - $281K
|
15.5K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.63KNew |
$232K - $274K
|
1.63K
$310K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.61KNew |
$230K - $271K
|
1.61K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.6KNew |
$228K - $269K
|
1.6K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 23.88% |
$228K - $269K
|
8.3K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.58K+ 17.15% |
$225K - $266K
|
10.8K
$2.05M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.57KNew |
$225K - $265K
|
1.57K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.56KNew |
$222K - $262K
|
1.56K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.55K+ 42.86% |
$221K - $260K
|
5.15K
$979K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.41KNew |
$201K - $237K
|
1.41K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.37KNew |
$196K - $231K
|
1.37K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.35KNew |
$192K - $227K
|
1.35K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.32KNew |
$188K - $222K
|
1.32K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.29KNew |
$185K - $218K
|
1.29K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.25KNew |
$178K - $210K
|
1.25K
$238K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 1250.0% |
$178K - $210K
|
1.35K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.24KNew |
$177K - $209K
|
1.24K
$236K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$174K - $205K
|
1.22K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.08K+ 16.35% |
$155K - $182K
|
7.71K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 29.08% |
$149K - $176K
|
4.64K
$883K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.04K+ 5.62% |
$149K - $175K
|
19.6K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
946New |
$135K - $159K
|
946
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946+ 31.15% |
$135K - $159K
|
3.98K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
810+ 15.63% |
$116K - $136K
|
5.99K
$1.14M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
784+ 32.3% |
$112K - $132K
|
3.21K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
784+ 3408.7% |
$112K - $132K
|
807
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
778+ 27.87% |
$111K - $131K
|
3.57K
$679K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
761+ 4.41% |
$109K - $128K
|
18K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
746+ 104.34% |
$106K - $126K
|
1.46K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
743New |
$106K - $125K
|
743
$141K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
715+ 5.78% |
$102K - $120K
|
13.1K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
669+ 14.74% |
$95.5K - $113K
|
5.21K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
639+ 3.12% |
$91.2K - $108K
|
21.1K
$4.02M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
618New |
$88.2K - $104K
|
618
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
511+ 44.9% |
$73K - $86K
|
1.65K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
507+ 7.73% |
$72.4K - $85.4K
|
7.07K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
464+ 2.57% |
$66.2K - $78.1K
|
18.5K
$3.52M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
405New |
$57.8K - $68.2K
|
405
$77K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
394+ 2.1% |
$56.2K - $66.3K
|
19.1K
$3.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
389+ 2.7% |
$55.5K - $65.5K
|
14.8K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
378+ 19.71% |
$54K - $63.6K
|
2.3K
$437K
|