Institutional Ownership Vanguard S&P 500 Value ETF (VOOV)
This table provides information about the institutional ownership of Vanguard S&P 500 Value ETF (VOOV). We have compiled data on the 407 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,891,160
shares
|
$335 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,057,954
shares
|
$187 Million
0.01% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
564,875
shares
|
$100 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
536,172
shares
|
$95 Million
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
480,373
shares
|
$85.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
416,316
shares
|
$73.8 Million
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
415,514
shares
|
$73.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
372,911
shares
|
$66.1 Million
0.43% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
308,384
shares
|
$54.6 Million
0.26% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
260,744
shares
|
$46.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
246,765
shares
|
$43.7 Million
12.35% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
239,802
shares
|
$42.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
237,621
shares
|
$42.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
236,711
shares
|
$41.9 Million
10.35% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
226,464
shares
|
$40.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,374
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
163,203
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,745
shares
|
$26.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
148,224
shares
|
$26.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
144,773
shares
|
$25.7 Million
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
144,711
shares
|
$25.6 Million
7.35% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
143,719
shares
|
$25.5 Million
0.33% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
127,337
shares
|
$22.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
124,242
shares
|
$22 Million
1.19% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
122,147
shares
|
$21.6 Million
2.35% of portfolio
|
Q1 2025
Added 0.07%
|