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 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14+ 1.15% |
$2.58K - $2.79K
|
1.23K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
12+ 1.06% |
$2.21K - $2.39K
|
1.14K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12New |
$2.21K - $2.39K
|
12
$2.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 1.04% |
$2.21K - $2.39K
|
1.17K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.58% |
$2.03K - $2.19K
|
1.9K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10+ 6.99% |
$1.84K - $1.99K
|
153
$29.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.07% |
$1.66K - $1.79K
|
12.3K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9+ 0.33% |
$1.66K - $1.79K
|
2.75K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.7% |
$1.66K - $1.79K
|
1.29K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.55% |
$1.66K - $1.79K
|
1.63K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.23% |
$1.66K - $1.79K
|
3.97K
$755K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6+ 0.77% |
$1.11K - $1.2K
|
790
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$921 - $996
|
1.72K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.08% |
$921 - $996
|
6.12K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$921 - $996
|
5
$951
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.37% |
$921 - $996
|
1.35K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.08% |
$737 - $797
|
4.83K
$918K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$368 - $399
|
389
$74K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.88% |
$368 - $399
|
230
$43.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2New |
$368 - $399
|
2
$380
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.74% |
$368 - $399
|
117
$22.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1+ 1.33% |
$184 - $199
|
76
$14.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 2.7% |
$184 - $199
|
38
$7.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 1.02% |
$737 - $797
|
390
$74.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.02% |
$737 - $797
|
20.7K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.4% |
$921 - $996
|
1.26K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.4% |
$921 - $996
|
1.26K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9- 0.15% |
$1.66K - $1.79K
|
5.95K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-11- 0.95% |
$2.03K - $2.19K
|
1.14K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.93% |
$2.03K - $2.19K
|
1.17K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-13- 1.7% |
$2.39K - $2.59K
|
750
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14- 0.41% |
$2.58K - $2.79K
|
3.42K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.23% |
$2.95K - $3.19K
|
7.03K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.24% |
$3.68K - $3.99K
|
8.45K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-21- 0.68% |
$3.87K - $4.19K
|
3.07K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-21- 0.91% |
$3.87K - $4.19K
|
2.29K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21- 0.84% |
$3.87K - $4.19K
|
2.49K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.36% |
$4.24K - $4.58K
|
6.42K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-26- 0.74% |
$4.79K - $5.18K
|
3.49K
$663K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-34- 12.73% |
$6.26K - $6.78K
|
233
$44.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 44.87% |
$6.45K - $6.98K
|
43
$8.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.94% |
$6.82K - $7.37K
|
3.9K
$741K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-37- 2.48% |
$6.82K - $7.37K
|
1.46K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-40- 0.69% |
$7.37K - $7.97K
|
5.74K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-40- 0.15% |
$7.37K - $7.97K
|
26.1K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-53- 1.5% |
$9.76K - $10.6K
|
3.47K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-54- 1.54% |
$9.95K - $10.8K
|
3.45K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-56- 2.35% |
$10.3K - $11.2K
|
2.33K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-59- 0.47% |
$10.9K - $11.8K
|
12.5K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62- 1.18% |
$11.4K - $12.4K
|
5.2K
$989K
|