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 450 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,304
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2023
Reduced 20.8%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,265
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,233
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
6,214
shares
|
$1.24 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
6,116
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
6,105
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,071
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 62.83%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
5,998
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 4.98%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
5,684
shares
|
$1.13 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
5,679
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,653
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.12%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,583
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,495
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,465
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,391
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,370
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,365
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,347
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 94.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,180
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,103
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
5,094
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
4,974
shares
|
$990,771
0.51% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,924
shares
|
$980,811
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,920
shares
|
$980,014
0.04% of portfolio
|
Q2 2025
Added 2.31%
|