Vanguard S&P 500 Value ETFVOOVETF

13F holders, Q1 2024 (March 31)
325holders
2famous investors
$180.40avg. 13F price*

At the end of Q1 2024, 325 institutions reported holding Vanguard S&P 500 Value ETF (VOOV) in their 13F filings. The largest holders were Bank of America Corp. ($321.6M), Morgan Stanley ($177.2M) and UBS Group AG ($102.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard S&P 500 Value ETF
CUSIP
921932703
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 325Q1 2024Q2 2024: 329Q2 2024Q3 2024: 355Q3 2024Q4 2024: 386Q4 2024Q1 2025: 393Q1 2025Q2 2025: 406Q2 2025Q3 2025: 422Q3 2025Q4 2025: 438Q4 2025Q1 2026: 438Q1 2026Q2 2026: 456Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions37$16.6M
Exits18$4.3M

Ownership 325 holders

Bank of America Corp. 0.03% Add +7.8% 1,782,109 $321.6M
Morgan Stanley 0.01% Add +7.8% 982,013 $177.2M
UBS Group AG 0.03% Add +4.9% 569,965 $102.9M
JPMorgan Chase & Co. 0.01% Reduce -3.2% 509,057 $91.9M
LPL Financial LLC 0.05% Add +1.2% 503,787 $90.9M
Corient Private Wealth LP 0.12% Reduce -0.3% 387,022 $69.8M
Ameriprise Financial Inc. 0.02% Add +4.5% 369,017 $66.6M
Pathstone Holdings, LLC 0.22% Add +27.1% 261,899 $47.3M
Stordahl Capital Management, Inc. 10.78% Add +2.1% 238,247 $43.0M
Wells Fargo & Company 0.01% Reduce -2.1% 237,916 $42.9M
HighTower Advisors, LLC 0.07% Reduce -5.4% 230,856 $41.7M
Shakespeare Wealth Management, LLC 10.49% Reduce -1.2% 200,403 $36.2M
Osaic Holdings, Inc. 0.08% Add +0.0% 199,433 $36.0M
Thrivent Financial for Lutherans 0.07% Add +17.1% 191,101 $34.5M
Avantax Advisory Services, Inc. 0.26% Add +181.9% 165,069 $29.8M
Petredis Investment Advisors LLC 3.52% Reduce -1.6% 162,339 $29.3M
Beacon Capital Management, LLC 5.97% Reduce -1.1% 161,373 $29.1M
Raymond James Financial Services Advisors, Inc. 0.04% Add +711.9% 152,947 $27.6M
Envestnet Asset Management Inc. 0.01% Add +0.6% 152,777 $27.6M
Goldman Sachs Group Inc. 0.01% Reduce -9.6% 151,564 $27.4M
Royal Bank of Canada 0.01% Add +7.7% 142,100 $25.6M
Cambridge Investment Research Advisors, Inc. 0.10% Add +7.6% 141,860 $25.6M
Grant Street Asset Management, Inc. 8.08% Reduce -3.0% 137,828 $24.9M
Commonwealth Equity Services, LLC 0.04% Add +23.4% 132,974 $24.0M
OneDigital Investment Advisors LLC 0.36% Reduce -16.8% 126,976 $22.9M
Phillips Financial Management, LLC 1.86% Reduce -7.1% 126,188 $22.8M
Provident Wealth Management, LLC 8.09% Reduce -1.4% 119,759 $21.6M
Private Advisor Group, LLC 0.12% Add +45.1% 94,033 $17.0M
Merit Financial Group, LLC 0.39% Reduce -2.0% 93,800 $16.3M
Lutz Financial Services LLC 1.29% Reduce -6.8% 82,003 $14.8M
Mesirow Financial Investment Management, Inc. 0.33% Add +17.1% 79,480 $14.3M
Cetera Investment Advisers 0.03% Add +258.4% 78,429 $14.2M
Mgo One Seven LLC 0.70% Add +81.9% 74,117 $13.4M
Raymond James & Associates 0.01% Add +9.5% 71,926 $13.0M
Boston Mountain Money Management Inc. 8.01% — 64,820 $11.7M
Stifel Financial Corp. 0.01% Reduce -1.7% 62,240 $11.2M
Relyea Zuckerberg Hanson LLC 1.82% Reduce -0.1% 57,630 $10.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +216.5% 52,141 $9.4M
Rockefeller Capital Management L.P. 0.03% Reduce -12.1% 50,301 $9.1M
Composition Wealth, LLC 0.23% Reduce -1.5% 50,047 $9.0M
Zhang Financial LLC 0.64% Add +110.4% 47,527 $8.6M
Lane & Associates LLC 5.37% Add +1.8% 47,239 $8.5M
Connecticut Wealth Management, LLC 0.45% Reduce -1.0% 47,151 $8.5M
First Bank & Trust 1.71% No change 45,762 $8.3M
Graves Light Lenhart Wealth, Inc. 0.92% Add +6.3% 43,811 $7.9M
Grayhawk Investment Strategies Inc. 6.95% Reduce -72.5% 43,730 $7.9M
WBH Advisory Inc. 0.80% Reduce -7.5% 43,257 $7.8M
MML Investors Services, LLC 0.03% Add +209.0% 42,599 $7.7M
Mariner, LLC 0.01% Reduce -13.2% 39,431 $7.1M
Betterment LLC 0.02% Reduce -3.8% 37,408 $6.8M
Prudential Financial Inc. 0.01% Add +12.3% 35,349 $6.4M
Cary Street Partners Investment Advisory LLC 0.26% Add +21.6% 34,082 $6.2M
AA Financial Advisors, LLC 2.36% Reduce -2.1% 32,394 $5.8M
Strategies Wealth Advisors, LLC 0.88% Reduce -0.0% 31,669 $5.7M
Virtue Capital Management, LLC 1.01% Reduce -2.4% 32,487 $5.6M
Garde Capital, Inc. 0.35% Reduce -4.3% 28,013 $5.1M
Mutual Advisors, LLC 0.16% Reduce -26.9% 27,618 $5.0M
Family Firm, Inc. 1.14% Reduce -5.1% 25,839 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.9% 24,724 $4.5M
Keybank National Association 0.02% Reduce -2.5% 24,305 $4.4M
Truist Financial Corp. 0.01% Add +13.1% 24,252 $4.4M
One Capital Management, LLC 0.16% Add +1.5% 24,181 $4.4M
Signet Financial Management, LLC 0.56% Reduce -4.0% 22,666 $4.1M
Brookstone Capital Management 0.07% Add +10.5% 22,160 $4.0M
Lazard Asset Management LLC 0.01% Reduce -2.1% 22,063 $4.0M
Blair William & Co. 0.01% Add +0.4% 21,216 $3.8M
North Star Investment Management Corp. 0.27% Reduce -2.0% 21,106 $3.8M
Arlington Trust Co LLC 0.95% Reduce -2.5% 20,529 $3.7M
SCS Capital Management LLC 0.08% No change 20,417 $3.7M
Stratos Wealth Advisors, LLC 0.21% Add +11.4% 20,072 $3.6M
Janney Montgomery Scott LLC 0.01% Reduce -1.0% 19,739 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +0.1% 19,614 $3.5M
Keystone Financial Group 0.51% Add +5.3% 19,473 $3.5M
Valmark Advisers, Inc. 0.06% Reduce -3.1% 18,532 $3.3M
Caprock Group, LLC 0.19% Add +0.4% 18,422 $3.3M
Gateway Advisory, LLC 0.57% Add +3.4% 18,091 $3.3M
SignalPoint Asset Management, LLC 0.88% New 17,758 $3.2M
Cerity Partners LLC 0.01% Reduce -16.6% 16,178 $2.9M
Balanced Wealth Group LLC 1.23% Add +1.2% 15,556 $2.8M
Flagship Harbor Advisors, LLC 0.18% Add +3.2% 15,274 $2.8M
Blue Trust, Inc. 0.04% Reduce -2.2% 15,184 $2.7M
Jane Street Group, LLC 0.00% Add +22.0% 15,182 $2.7M
Johnson Investment Counsel Inc. 0.03% Reduce -7.9% 14,823 $2.7M
Concurrent Investment Advisors, LLC 0.11% Reduce -8.6% 14,611 $2.6M
Susquehanna International Group, LLP 0.00% Add +86.5% 13,692 $2.5M
First Bancorp, Inc 1.87% Add +4.3% 13,654 $2.5M
Equitable Holdings, Inc. 0.03% Add +47.8% 13,358 $2.4M
Ramiah Investment Group 2.25% Reduce -7.2% 13,270 $2.4M
Harbour Investments, Inc. 0.08% Add +7.5% 12,628 $2.3M
Renaissance Technologies 0.00% Add +51.8% 12,600 $2.3M
Bluesphere Advisors LLC 1.23% Reduce -6.3% 12,314 $2.2M
Kestra Advisory Services, LLC 0.01% Add +6.3% 12,293 $2.2M
Intrua Financial, LLC 0.34% Reduce -5.5% 12,037 $2.2M
Stonebridge Financial Planning Group, LLC 1.10% Reduce -0.9% 11,564 $2.1M
TD Waterhouse Canada Inc. 0.02% Reduce -4.8% 10,048 $2.1M
HFG Advisors, Inc. 1.82% Add +0.6% 11,362 $2.1M
Rwa Wealth Partners, LLC 0.03% Add +714.9% 11,164 $2.0M
Kiely Wealth Advisory Group, Inc. 1.12% Add +4.2% 11,274 $2.0M
Capasso Planning Partners LLC 0.81% Add +0.2% 10,805 $2.0M
TD Private Client Wealth LLC 0.06% Add +16.1% 10,301 $1.9M

"% of holder's portfolio" is VOOV's weight in each manager's 13F, not the share of Vanguard S&P 500 Value ETF the manager owns.

Show all 325 holders