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 404 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 $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
122,061
shares
|
$23.2 Million
2.33% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
118,613
shares
|
$22.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
113,162
shares
|
$21.5 Million
0.99% of portfolio
|
Q4 2024
Added 140.83%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
110,675
shares
|
$21 Million
1.18% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
108,850
shares
|
$20.7 Million
0.04% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
108,829
shares
|
$20.7 Million
1.64% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
95,678
shares
|
$18.2 Million
0.7% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
94,951
shares
|
$18 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
93,050
shares
|
$17.7 Million
6.91% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
90,427
shares
|
$17.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
87,097
shares
|
$16.5 Million
8.57% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
77,524
shares
|
$14.7 Million
0.3% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
76,670
shares
|
$14.6 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
74,895
shares
|
$14.2 Million
8.29% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
71,533
shares
|
$13.6 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,420
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
66,973
shares
|
$12.7 Million
0.16% of portfolio
|
Q4 2024
Added 72.97%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
65,043
shares
|
$12.4 Million
0.39% of portfolio
|
Q3 2023
Added 301.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
64,143
shares
|
$12.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
63,978
shares
|
$12.2 Million
5.27% of portfolio
|
Q1 2023
Added 1321.1%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
63,095
shares
|
$12 Million
7.63% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
61,326
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Added 83.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
58,044
shares
|
$11 Million
1.34% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
56,707
shares
|
$10.8 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
45,762
shares
|
$8.69 Million
1.67% of portfolio
|
Q3 2023
Reduced 7.67%
|