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 428 institutions that hold shares in the stock, with a total of 13.3 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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
108,966
shares
|
$20.8 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
106,732
shares
|
$20.4 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
103,407
shares
|
$19.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
102,778
shares
|
$19.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
102,503
shares
|
$19.6 Million
3.07% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
94,687
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Added 47.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
94,357
shares
|
$18 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
93,050
shares
|
$17.8 Million
6.91% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
86,284
shares
|
$16.5 Million
0.32% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
81,510
shares
|
$15.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
78,753
shares
|
$15 Million
7.83% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
75,408
shares
|
$14.4 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
74,895
shares
|
$14.3 Million
8.29% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,420
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
67,298
shares
|
$12.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
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%
|
|
|
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
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
62,337
shares
|
$11.9 Million
1.41% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
61,378
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
58,729
shares
|
$11.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
55,451
shares
|
$10.6 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,183
shares
|
$9.01 Million
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
46,772
shares
|
$8.93 Million
0.45% of portfolio
|
Q1 2025
Reduced 58.67%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
45,762
shares
|
$8.74 Million
1.58% of portfolio
|
Q3 2023
Reduced 7.67%
|