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 377 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 $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
122,688
shares
|
$22.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.84%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
114,705
shares
|
$21.2 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
103,022
shares
|
$19.1 Million
1.25% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
98,702
shares
|
$18.3 Million
0.04% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
93,050
shares
|
$17.2 Million
6.91% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
91,635
shares
|
$17 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
86,889
shares
|
$16.1 Million
9.13% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
85,122
shares
|
$15.7 Million
0.72% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
78,031
shares
|
$14.4 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
76,159
shares
|
$14.1 Million
0.29% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
75,156
shares
|
$13.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 36.08%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
74,895
shares
|
$13.9 Million
8.29% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,420
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
65,043
shares
|
$12 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
|
$11.8 Million
5.27% of portfolio
|
Q1 2023
Added 1321.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
59,973
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
57,696
shares
|
$10.7 Million
1.68% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
54,461
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 72.92%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
50,783
shares
|
$9.39 Million
1.2% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
49,980
shares
|
$9.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
46,988
shares
|
$8.69 Million
0.44% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
45,762
shares
|
$8.47 Million
1.71% of portfolio
|
Q3 2023
Reduced 7.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,271
shares
|
$8.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
43,139
shares
|
$7.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
42,735
shares
|
$7.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.83%
|