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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
12,594
shares
|
$2.33 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,592
shares
|
$2.33 Million
0.12% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,463
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,299
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,982
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,775
shares
|
$2.18 Million
2.07% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
11,730
shares
|
$2.17 Million
1.13% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,524
shares
|
$2.13 Million
0.79% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
11,300
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
10,914
shares
|
$2.02 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
10,907
shares
|
$2.02 Million
0.63% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
10,005
shares
|
$1.85 Million
1.8% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
10,004
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,738
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,505
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
9,493
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
9,059
shares
|
$1.68 Million
0.26% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,012
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,006
shares
|
$1.67 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,879
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
8,765
shares
|
$1.62 Million
0.84% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,474
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
8,351
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
8,259
shares
|
$1.53 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,231
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 179.3%
|