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 375 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,054,858
shares
|
$397 Million
0.03% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,001,621
shares
|
$193 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
534,067
shares
|
$103 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
508,477
shares
|
$98.1 Million
0.04% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
478,579
shares
|
$92.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
419,139
shares
|
$80.9 Million
0.12% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
412,513
shares
|
$79.6 Million
0.02% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
297,525
shares
|
$57.4 Million
0.25% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
267,492
shares
|
$51.6 Million
0.01% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
264,891
shares
|
$51.1 Million
0.34% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
247,755
shares
|
$47.8 Million
12.46% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
241,277
shares
|
$46.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
239,676
shares
|
$46.3 Million
10.8% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
229,962
shares
|
$44.4 Million
0.1% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
196,687
shares
|
$38 Million
0.01% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,374
shares
|
$32.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
166,683
shares
|
$32.2 Million
0.11% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
159,392
shares
|
$30.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
156,327
shares
|
$30.2 Million
5.14% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
149,384
shares
|
$28.8 Million
0.34% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
145,000
shares
|
$28 Million
0.04% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
137,375
shares
|
$26.5 Million
0.17% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
137,010
shares
|
$26.4 Million
7.84% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
134,499
shares
|
$26 Million
2.73% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
124,242
shares
|
$24 Million
1.19% of portfolio
|
Q2 2022
Added 0.48%
|