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 341 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
4,678,658
shares
|
$835 Million
31.09% of portfolio
|
Q1 2024
Added 140231.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,782,109
shares
|
$318 Million
0.03% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
982,013
shares
|
$175 Million
0.01% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
569,965
shares
|
$102 Million
0.03% of portfolio
|
Q1 2024
Added 4.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
509,057
shares
|
$90.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
503,787
shares
|
$89.9 Million
0.05% of portfolio
|
Q1 2024
Added 1.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
387,022
shares
|
$69 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
369,017
shares
|
$65.8 Million
0.02% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
261,899
shares
|
$46.7 Million
0.22% of portfolio
|
Q1 2024
Added 27.06%
|
|
|
Stordahl Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
238,247
shares
|
$42.5 Million
10.78% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
237,916
shares
|
$42.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
230,856
shares
|
$41.2 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 13, 2024 Q1 2024 |
200,403
shares
|
$35.7 Million
10.46% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
199,433
shares
|
$35.6 Million
0.08% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
191,101
shares
|
$34.1 Million
0.07% of portfolio
|
Q1 2024
Added 17.08%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
165,069
shares
|
$29.4 Million
0.27% of portfolio
|
Q1 2024
Added 181.93%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 25, 2024 Q1 2024 |
162,339
shares
|
$29 Million
3.51% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
161,373
shares
|
$28.8 Million
6.0% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
152,947
shares
|
$27.3 Million
0.04% of portfolio
|
Q1 2024
Added 711.86%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
152,777
shares
|
$27.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
151,564
shares
|
$27 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
142,100
shares
|
$25.3 Million
0.01% of portfolio
|
Q1 2024
Added 7.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
141,860
shares
|
$25.3 Million
0.1% of portfolio
|
Q1 2024
Added 7.57%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Apr 30, 2024 Q1 2024 |
137,828
shares
|
$24.6 Million
8.19% of portfolio
|
Q1 2024
Reduced 3.04%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
132,974
shares
|
$23.7 Million
0.04% of portfolio
|
Q1 2024
Added 23.37%
|
|