Purchases and Sales Made in Q4 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
1.35K+ 23.23% |
$190K - $204K
|
7.14K
$1.35M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.34KNew |
$189K - $203K
|
1.34K
$254K
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.25K+ 31.28% |
$176K - $189K
|
5.23K
$993K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 55.74% |
$166K - $178K
|
3.28K
$623K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.15KNew |
$162K - $174K
|
1.15K
$218K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.15K+ 10.87% |
$162K - $174K
|
11.7K
$2.22M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.14K+ 12.73% |
$160K - $172K
|
10K
$1.91M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
937+ 14.82% |
$132K - $142K
|
7.26K
$1.38M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
869+ 1.6% |
$123K - $132K
|
55.1K
$10.5M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
783+ 42.1% |
$110K - $119K
|
2.64K
$501K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
771+ 0.88% |
$109K - $117K
|
88.5K
$16.8M
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
719+ 45.25% |
$101K - $109K
|
2.31K
$438K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
666+ 16.33% |
$94K - $101K
|
4.74K
$900K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
650+ 1.36% |
$91.7K - $98.5K
|
48.3K
$9.16M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
610New |
$86.1K - $92.5K
|
610
$116K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
609+ 4.06% |
$85.9K - $92.3K
|
15.6K
$2.96M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
586+ 3.72% |
$82.7K - $88.8K
|
16.4K
$3.1M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
575+ 11.17% |
$81.1K - $87.2K
|
5.72K
$1.09M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
530+ 16.51% |
$74.8K - $80.3K
|
3.74K
$710K
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
485+ 1.81% |
$68.4K - $73.5K
|
27.3K
$5.17M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
469+ 32.82% |
$66.2K - $71.1K
|
1.9K
$360K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
450+ 21.65% |
$63.5K - $68.2K
|
2.53K
$480K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
442+ 7.77% |
$62.4K - $67K
|
6.13K
$1.16M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
404New |
$57K - $61.2K
|
404
$76.6K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
402New |
$56.7K - $60.9K
|
402
$76.3K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
385New |
$54.3K - $58.4K
|
385
$73K
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
372+ 1.22% |
$52.5K - $56.4K
|
30.8K
$5.83M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
350New |
$49.4K - $53.1K
|
350
$66.4K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
347New |
$49K - $52.6K
|
347
$65.8K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
340New |
$48K - $51.5K
|
340
$64.5K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
339+ 31.42% |
$47.8K - $51.4K
|
1.42K
$269K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
305+ 13.46% |
$43K - $46.2K
|
2.57K
$488K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
282+ 1.45% |
$39.8K - $42.8K
|
19.7K
$3.73M
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
237+ 0.11% |
$33.4K - $35.9K
|
223K
$42.4M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
233+ 48.54% |
$32.9K - $35.3K
|
713
$135K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
214+ 1.34% |
$30.2K - $32.4K
|
16.1K
$3.06M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
206+ 11.37% |
$29.1K - $31.2K
|
2.02K
$383K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
201+ 0.16% |
$28.4K - $30.5K
|
129K
$24.5M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200+ 1.25% |
$28.2K - $30.3K
|
16.2K
$3.08M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
200New |
$28.2K - $30.3K
|
200
$37.9K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
192+ 0.55% |
$27.1K - $29.1K
|
35K
$6.64M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
178+ 3.28% |
$25.1K - $27K
|
5.61K
$1.06M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
172+ 10.37% |
$24.3K - $26.1K
|
1.83K
$347K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
160New |
$22.6K - $24.3K
|
160
$30.4K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
140New |
$19.8K - $21.2K
|
140
$26.6K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 5.89% |
$16.5K - $17.7K
|
2.11K
$399K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 5.89% |
$16.5K - $17.7K
|
2.11K
$399K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
99+ 9900.0% |
$14K - $15K
|
100
$19K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
80+ 1.3% |
$11.3K - $12.1K
|
6.24K
$1.18M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$9.74K - $10.5K
|
69
$13.1K
|