Vanguard S&P 500 Value ETFVOOVETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 386 institutions reported holding Vanguard S&P 500 Value ETF (VOOV) in their 13F filings, up 31 from Q3 2024. 29 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($348.9M), Morgan Stanley ($195.2M) and LPL Financial LLC ($106.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard S&P 500 Value ETF
- CUSIP
- 921932703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $33.5M |
| Exits | 16 | $24.3M |
All 13F filers, Q3 2024 → Q4 2024: 772,742 shares bought and 631,344 shares sold, net +141,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| Bank of America Corp. | 0.03% | Reduce -8.0% | 1,891,160 | $348.9M |
| Morgan Stanley | 0.01% | Add +5.6% | 1,057,954 | $195.2M |
| LPL Financial LLC | 0.04% | Add +13.7% | 578,210 | $106.7M |
| UBS Group AG | 0.02% | Add +0.4% | 536,172 | $98.9M |
| JPMorgan Chase & Co. | 0.01% | Add +0.4% | 480,373 | $88.6M |
| Ameriprise Financial Inc. | 0.02% | Add +0.9% | 416,316 | $76.8M |
| Corient Private Wealth LP | 0.13% | Reduce -0.9% | 415,514 | $76.7M |
| Avantax Advisory Services, Inc. | 0.39% | Add +28.6% | 340,777 | $62.9M |
| Pathstone Holdings, LLC | 0.25% | Add +3.6% | 308,384 | $56.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.5% | 260,744 | $48.1M |
| Osaic Holdings, Inc. | 0.10% | Add +8.6% | 249,658 | $46.1M |
| Shakespeare Wealth Management, LLC | 12.28% | Reduce -0.4% | 246,765 | $45.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.6% | 239,802 | $44.2M |
| Raymond James Financial Inc. | 0.02% | — | 237,621 | $43.8M |
| Stordahl Capital Management, Inc. | 10.13% | Reduce -3.1% | 232,136 | $42.8M |
| Connecticut Wealth Management, LLC | 1.62% | Add +140.8% | 113,162 | $32.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -8.4% | 152,740 | $28.2M |
| Beacon Capital Management, LLC | 3.62% | Reduce -3.5% | 150,863 | $27.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.0% | 150,745 | $27.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -24.6% | 148,199 | $27.3M |
| Private Advisor Group, LLC | 0.15% | Add +5.7% | 145,205 | $26.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.0% | 144,773 | $26.7M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -4.0% | 143,376 | $26.5M |
| Grant Street Asset Management, Inc. | 6.68% | Add +1.1% | 138,483 | $25.6M |
| Petredis Investment Advisors LLC | 2.33% | Reduce -9.3% | 122,061 | $22.5M |
| Royal Bank of Canada | 0.00% | Reduce -25.6% | 118,613 | $21.9M |
| Zhang Financial LLC | 1.17% | Add +7.4% | 110,675 | $20.4M |
| Cetera Investment Advisers | 0.04% | Add +10.3% | 108,850 | $20.1M |
| Phillips Financial Management, LLC | 1.58% | Reduce -5.1% | 108,829 | $20.1M |
| Mgo One Seven LLC | 0.68% | Add +12.4% | 95,678 | $17.7M |
| Affinity Wealth LLC | 17.68% | — | 94,070 | $17.4M |
| Merit Financial Group, LLC | 0.30% | Reduce -1.3% | 90,427 | $16.7M |
| Cascades Capital Asset Management, LLC | 8.79% | Add +0.2% | 87,097 | $16.1M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +1.8% | 77,524 | $14.3M |
| Lutz Financial Services LLC | 1.14% | Reduce -1.7% | 76,670 | $14.1M |
| Mather Group, Llc. | 0.17% | Reduce -4.8% | 71,533 | $13.2M |
| Kropog Financial Group, LLC | 11.67% | — | 69,072 | $12.7M |
| Blue Trust, Inc. | 0.16% | Add +189.7% | 66,973 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.0% | 64,143 | $11.8M |
| Tull Financial Group, Inc. | 7.02% | New | 63,095 | $11.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +83.2% | 61,326 | $11.3M |
| Graves Light Lenhart Wealth, Inc. | 1.33% | Add +14.3% | 58,044 | $10.7M |
| Relyea Zuckerberg Hanson LLC | 1.41% | Reduce -1.7% | 56,707 | $10.5M |
| First Bank & Trust | 1.62% | No change | 45,762 | $8.4M |
| Betterment LLC | 0.02% | Add +19.6% | 44,116 | $8.1M |
| Mariner, LLC | 0.01% | Add +5.8% | 41,764 | $7.7M |
| Cary Street Partners Financial LLC | 0.24% | — | 40,856 | $7.5M |
| Savant Capital, LLC | 0.06% | Add +0.1% | 40,029 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -8.4% | 39,514 | $7.3M |
| Stifel Financial Corp. | 0.01% | Reduce -7.8% | 39,410 | $7.3M |
| Redhawk Wealth Advisors, Inc. | 0.96% | Add +4.1% | 38,489 | $7.1M |
| Aspire Growth Partners LLC | 6.58% | — | 36,398 | $6.7M |
| Grayhawk Investment Strategies Inc. | 12.39% | No change | 35,230 | $6.5M |
| AA Financial Advisors, LLC | 1.65% | Add +1.9% | 33,548 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.8% | 33,176 | $6.1M |
| Lane & Associates LLC | 3.09% | Reduce -6.4% | 31,544 | $6.0M |
| Strategies Wealth Advisors, LLC | 0.75% | Add +0.1% | 31,723 | $6.0M |
| Virtue Capital Management, LLC | 1.20% | Add +0.4% | 32,358 | $6.0M |
| Mutual Advisors, LLC | 0.17% | Add +9.8% | 30,970 | $5.8M |
| WBH Advisory Inc. | 0.52% | Reduce -7.7% | 30,471 | $5.6M |
| Fairscale Capital, LLC | 4.53% | No change | 28,496 | $5.3M |
| Garde Capital, Inc. | 0.34% | No change | 28,013 | $5.2M |
| Composition Wealth, LLC | 0.10% | Reduce -45.6% | 27,176 | $5.0M |
| Midwest Financial Network, LLC | 5.16% | — | 26,924 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 26,086 | $4.8M |
| Ameritas Advisory Services, LLC | 0.16% | Add +61.9% | 24,937 | $4.6M |
| Family Firm, Inc. | 1.02% | Reduce -3.7% | 24,738 | $4.6M |
| Greenwood Gearhart LLC | 0.31% | New | 24,446 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +2.4% | 24,177 | $4.5M |
| Avant Capital LLC | 3.63% | — | 23,744 | $4.4M |
| Caprock Group, LLC | 0.14% | Add +0.9% | 22,900 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +2.5% | 22,600 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.0% | 21,895 | $4.0M |
| Keystone Financial Group | 0.40% | Add +2.0% | 21,748 | $4.0M |
| Keybank National Association | 0.02% | Reduce -9.5% | 21,571 | $4.0M |
| &partners | 0.05% | Add +46.8% | 20,882 | $3.9M |
| Signet Financial Management, LLC | 0.49% | Reduce -0.0% | 20,730 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -62.3% | 20,513 | $3.8M |
| Ramiah Investment Group | 3.42% | Add +18.1% | 20,371 | $3.8M |
| Blair William & Co. | 0.01% | Reduce -5.8% | 19,690 | $3.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -4.9% | 19,677 | $3.6M |
| Allworth Financial LP | 0.02% | Add +580.5% | 19,027 | $3.6M |
| North Star Investment Management Corp. | 0.25% | Reduce -3.0% | 19,307 | $3.6M |
| Strive Asset Management, LLC | 2.65% | — | 19,156 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Add +2.1% | 18,606 | $3.4M |
| StoneX Group Inc. | 0.19% | New | 18,278 | $3.4M |
| Arlington Trust Co LLC | 0.70% | Reduce -7.5% | 17,913 | $3.3M |
| Comerica Bank | 0.01% | Add +10.8% | 17,651 | $3.3M |
| GTS Securities LLC | 0.16% | Add +11.5% | 17,396 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +385.3% | 16,994 | $3.1M |
| Balanced Wealth Group LLC | 1.35% | Add +0.1% | 15,828 | $3.0M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -3.1% | 16,212 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +29.3% | 16,113 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.15% | Reduce -0.9% | 15,844 | $2.9M |
| First Bancorp, Inc | 1.95% | Add +7.3% | 15,439 | $2.8M |
| Centricity Wealth Management, LLC | 2.63% | — | 15,252 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.8% | 14,971 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +532.1% | 14,930 | $2.8M |
| SignalPoint Asset Management, LLC | 0.65% | Reduce -12.3% | 14,543 | $2.7M |
| FMR LLC | 0.00% | Add +5.5% | 14,208 | $2.6M |
"% 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.