Vanguard S&P 500 Value ETFVOOVETF

13F holders, Q4 2024 (December 31)
386holders +31
29new positions
16sold out
3famous investors
$185.52avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$33.5M
Exits16$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.

Show all 386 holders