Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
294+ 21.02% |
$54.2K - $58.6K
|
1.69K
$322K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
288+ 16.2% |
$53.1K - $57.4K
|
2.07K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
276+ 16.52% |
$50.8K - $55K
|
1.95K
$370K
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
237+ 11.01% |
$43.7K - $47.2K
|
2.39K
$454K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
232+ 1.94% |
$42.7K - $46.2K
|
12.2K
$2.32M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
229+ 1.99% |
$42.2K - $45.6K
|
11.8K
$2.24M
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
208+ 0.24% |
$38.3K - $41.5K
|
87.1K
$16.6M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
207+ 0.91% |
$38.1K - $41.3K
|
22.9K
$4.36M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
193+ 11.8% |
$35.6K - $38.5K
|
1.83K
$348K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
175+ 3.16% |
$32.2K - $34.9K
|
5.72K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
167+ 14.21% |
$30.8K - $33.3K
|
1.34K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
152+ 3.61% |
$28K - $30.3K
|
4.36K
$830K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
143+ 2.87% |
$26.3K - $28.5K
|
5.12K
$975K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139+ 4.73% |
$25.6K - $27.7K
|
3.08K
$585K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
136New |
$25.1K - $27.1K
|
136
$25.9K
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 8.62% |
$24.1K - $26.1K
|
1.65K
$314K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
131+ 14.51% |
$24.1K - $26.1K
|
1.03K
$197K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
115+ 8.49% |
$21.2K - $22.9K
|
1.47K
$280K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
109New |
$20.1K - $21.7K
|
109
$20.7K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
106+ 6.38% |
$19.5K - $21.1K
|
1.77K
$336K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 10000.0% |
$18.4K - $19.9K
|
101
$19.2K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95+ 4.46% |
$17.5K - $18.9K
|
2.22K
$423K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 2.4% |
$17.5K - $18.9K
|
4.05K
$770K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
94+ 1.13% |
$17.3K - $18.7K
|
8.45K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
88+ 5.79% |
$16.2K - $17.5K
|
1.61K
$306K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
85+ 3.45% |
$15.7K - $16.9K
|
2.55K
$485K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.45% |
$12.9K - $14K
|
4.91K
$933K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
67+ 1.11% |
$12.3K - $13.4K
|
6.12K
$1.16M
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
65+ 1.12% |
$12K - $13K
|
5.85K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
61+ 762.5% |
$11.2K - $12.2K
|
69
$13.1K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
58+ 1.11% |
$10.7K - $11.6K
|
5.29K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 2.95% |
$10.7K - $11.6K
|
2.03K
$385K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
51+ 0.13% |
$9.39K - $10.2K
|
40K
$7.61M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50New |
$9.21K - $9.96K
|
50
$9.51K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38+ 1.81% |
$7K - $7.57K
|
2.14K
$406K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
38+ 2.28% |
$7K - $7.57K
|
1.71K
$325K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36New |
$6.63K - $7.17K
|
36
$6.85K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 1.13% |
$6.45K - $6.98K
|
3.13K
$595K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
34+ 1.1% |
$6.26K - $6.78K
|
3.13K
$596K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
34+ 1.1% |
$6.26K - $6.78K
|
3.12K
$592K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32+ 1.07% |
$5.89K - $6.38K
|
3.01K
$573K
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
32+ 0.1% |
$5.89K - $6.38K
|
31.7K
$6.03M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
31+ 1.96% |
$5.71K - $6.18K
|
1.61K
$307K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.89% |
$5.53K - $5.98K
|
3.39K
$645K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
29+ 3.89% |
$5.34K - $5.78K
|
775
$147K
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
28+ 1.78% |
$5.16K - $5.58K
|
1.6K
$304K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
20+ 0.13% |
$3.68K - $3.99K
|
15.8K
$3.01M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
20+ 1.13% |
$3.68K - $3.99K
|
1.79K
$340K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 0.78% |
$2.76K - $2.99K
|
1.95K
$370K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.29% |
$2.58K - $2.79K
|
4.82K
$917K
|