Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.53K+ 21.37% |
$213K - $236K
|
8.7K
$1.63M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$209K - $231K
|
1.5K
$281K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.39K+ 9.6% |
$194K - $214K
|
15.9K
$2.97M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.38KNew |
$192K - $213K
|
1.38K
$259K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33K+ 10.22% |
$186K - $205K
|
14.4K
$2.69M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.27K+ 2.41% |
$176K - $195K
|
53.8K
$10.1M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.21K+ 80.26% |
$169K - $187K
|
2.72K
$510K
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.2KNew |
$167K - $185K
|
1.2K
$225K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 10.02% |
$164K - $182K
|
13K
$2.43M
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 46.86% |
$157K - $174K
|
3.54K
$662K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
977+ 5.34% |
$136K - $151K
|
19.3K
$3.61M
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
857New |
$119K - $132K
|
857
$161K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
800New |
$111K - $123K
|
800
$150K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
769+ 2.87% |
$107K - $118K
|
27.6K
$5.17M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
669+ 18.02% |
$93.2K - $103K
|
4.38K
$821K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
649+ 3.1% |
$90.4K - $100K
|
21.6K
$4.04M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
648+ 16.22% |
$90.2K - $99.9K
|
4.64K
$870K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
537+ 0.26% |
$74.8K - $82.7K
|
206K
$38.6M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
532+ 9.98% |
$74.1K - $82K
|
5.86K
$1.1M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
514+ 24.76% |
$71.6K - $79.2K
|
2.59K
$485K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
506+ 18.77% |
$70.5K - $78K
|
3.2K
$600K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
501+ 2.8% |
$69.8K - $77.2K
|
18.4K
$3.44M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
487+ 31.54% |
$67.8K - $75K
|
2.03K
$381K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
435New |
$60.6K - $67K
|
435
$81.5K
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
433+ 1.25% |
$60.3K - $66.7K
|
34.9K
$6.55M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
415+ 4.27% |
$57.8K - $63.9K
|
10.1K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
390+ 7.75% |
$54.3K - $60.1K
|
5.42K
$1.02M
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
358New |
$49.8K - $55.2K
|
358
$67.1K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
350+ 1.72% |
$48.7K - $53.9K
|
20.6K
$3.87M
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
332New |
$46.2K - $51.2K
|
332
$62.2K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
299+ 0.74% |
$41.6K - $46.1K
|
40.9K
$7.67M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
292+ 0.54% |
$40.7K - $45K
|
54.8K
$10.3M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
288New |
$40.1K - $44.4K
|
288
$54K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
282+ 65.58% |
$39.3K - $43.5K
|
712
$133K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
258New |
$35.9K - $39.8K
|
258
$48.3K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
255+ 3.45% |
$35.5K - $39.3K
|
7.64K
$1.43M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
210+ 2.59% |
$29.2K - $32.4K
|
8.32K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
194+ 0.91% |
$27K - $29.9K
|
21.6K
$4.04M
|
|
Apr 19, 2023
Q1 2023
|
Asset Management Advisors, LLC
|
BUY
|
- |
192+ 13.35% |
$26.7K - $29.6K
|
1.63K
$305K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
165+ 8.47% |
$23K - $25.4K
|
2.11K
$396K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
160+ 9.88% |
$22.3K - $24.7K
|
1.78K
$333K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122+ 4.02% |
$17K - $18.8K
|
3.16K
$592K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
119+ 2.89% |
$16.6K - $18.3K
|
4.23K
$793K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
116+ 3.76% |
$16.2K - $17.9K
|
3.2K
$600K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115New |
$16K - $17.7K
|
115
$21.5K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
97+ 10.22% |
$13.5K - $14.9K
|
1.05K
$196K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
96+ 11.14% |
$13.4K - $14.8K
|
958
$179K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
95+ 1.33% |
$13.2K - $14.6K
|
7.26K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
86+ 5.65% |
$12K - $13.3K
|
1.61K
$301K
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
83+ 0.79% |
$11.6K - $12.8K
|
10.6K
$1.99M
|