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
Essential Planning, LLC. 0.02% New 13,081 $2.5M
Brookstone Capital Management 0.04% Reduce -7.8% 13,038 $2.4M
Essex Financial Services, Inc. 0.16% Reduce -0.5% 12,533 $2.3M
Harbour Investments, Inc. 0.07% Add +0.1% 12,308 $2.3M
Capasso Planning Partners LLC 0.90% Add +12.4% 12,264 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +1.9% 12,214 $2.3M
Ascent Capital Management, LLC 2.28% — 12,099 $2.2M
Kiely Wealth Advisory Group, Inc. 1.41% Reduce -7.6% 11,640 $2.2M
Encompass Wealth Advisors, LLC 0.88% Add +2.0% 11,753 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -74.4% 11,599 $2.1M
HFG Advisors, Inc. 1.86% Reduce -1.8% 11,561 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -30.7% 10,437 $1.9M
Stonebridge Financial Planning Group, LLC 0.86% Reduce -4.7% 10,400 $1.9M
TD Private Client Wealth LLC 0.05% Add +3.3% 10,335 $1.9M
Intrua Financial, LLC 0.30% Reduce -5.2% 10,087 $1.9M
Bluesphere Advisors LLC 0.91% Reduce -14.4% 10,041 $1.9M
Clientfirst Wealth Management, LLC 1.87% — 10,005 $1.8M
Insight 2811, Inc. 0.95% Add +13.4% 9,939 $1.8M
Prospera Financial Services Inc 0.04% Add +16.0% 9,547 $1.8M
Baird Financial Group, Inc. 0.00% No change 9,505 $1.8M
Modera Wealth Management, LLC 0.02% Reduce -4.3% 9,315 $1.7M
Mosaic Family Wealth Partners, LLC 0.25% Add +1.8% 9,224 $1.7M
Avior Wealth Management, LLC 0.06% Reduce -0.8% 8,939 $1.6M
Beacon Bridge Wealth Partners, LLC 0.69% Reduce -2.1% 8,817 $1.6M
Fifth Third Securities, Inc. 0.14% Add +7.1% 8,653 $1.6M
Jones Financial Companies LLLP 0.00% Add +33.6% 8,499 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -0.2% 8,454 $1.6M
Geller Advisors LLC 0.10% Add +1.1% 8,445 $1.6M
Focus Partners Wealth 0.00% Reduce -61.4% 7,946 $1.5M
Bank of Montreal 0.00% No change 7,886 $1.5M
Envestnet Portfolio Solutions, Inc. 0.00% Add +23.6% 7,805 $1.4M
Integrated Investment Consultants, LLC 0.30% New 7,793 $1.4M
Avion Wealth 0.36% Reduce -9.2% 7,498 $1.4M
Von Berge Wealth Management Group, LLC 0.81% Reduce -0.2% 7,032 $1.3M
Townsquare Capital LLC 0.02% New 7,253 $1.3M
Hoxton Planning & Management, LLC 0.51% Add +140.8% 7,187 $1.3M
Bragg Financial Advisors, Inc 0.05% Reduce -1.0% 7,175 $1.3M
Evergreen Capital Management LLC 0.04% Reduce -1.7% 6,590 $1.2M
Logan Capital Management Inc. 0.05% Reduce -1.1% 6,565 $1.2M
Renaissance Technologies 0.00% Reduce -42.5% 6,500 $1.2M
One Capital Management, LLC 0.04% Reduce -75.9% 6,429 $1.2M
World Investment Advisors 0.03% Reduce -0.4% 6,416 $1.2M
Evercore Wealth Management, LLC 0.02% No change 6,304 $1.2M
Compass Financial Group, INC 0.22% No change 6,214 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -2.2% 6,185 $1.1M
KWB Wealth 0.14% Reduce -0.1% 5,949 $1.1M
Silver Oak Securities, Incorporated 0.11% Reduce -35.3% 6,139 $1.1M
US Bancorp \de 0.00% No change 6,127 $1.1M
Apeiron RIA LLC 0.32% Add +0.1% 6,120 $1.1M
Gemmer Asset Management LLC 0.11% Add +1.1% 6,117 $1.1M
Fiera Capital Corp 0.00% No change 5,998 $1.1M
NewEdge Advisors, LLC 0.01% Add +157.7% 5,981 $1.1M
Lowery Thomas, LLC 0.70% Add +1.1% 5,854 $1.1M
Fairway Wealth LLC 0.48% Add +157.7% 5,824 $1.1M
Apollon Financial, LLC 0.27% New 5,759 $1.1M
Beaumont Asset Management, L.L.C. 0.61% Reduce -0.7% 5,738 $1.1M
Peapack Gladstone Financial Corp. 0.02% Add +3.2% 5,716 $1.1M
Regal Investment Advisors LLC 0.08% Add +20.2% 5,478 $1.0M
Flagship Wealth Advisors, LLC 0.58% — 5,377 $992K
Beaird Harris Wealth Management, LLC 0.09% Reduce -6.4% 5,337 $985K
Verum Partners LLC 0.28% Reduce -23.4% 5,314 $981K
Beacon Financial Planning, Inc. 0.57% Add +160.8% 5,299 $978K
Capital Advisors Wealth Management, LLC 0.17% Add +1.1% 5,291 $976K
Captrust Financial Advisors 0.00% Reduce -1.2% 5,202 $960K
Security Financial Services, INC. 0.19% New 5,175 $955K
J.W. Cole Advisors, Inc. 0.04% Add +2.9% 5,124 $945K
Diversify Advisory Services, LLC 0.05% New 5,139 $934K
D.A. Davidson & Co. 0.01% No change 4,999 $922K
Creative Planning 0.00% Add +1.4% 4,905 $905K
RPS Advisory Solutions LLC 0.56% Reduce -2.9% 4,874 $899K
Wedmont Private Capital 0.05% Reduce -2.1% 4,915 $893K
Choreo, LLC 0.01% Add +0.1% 4,827 $890K
Stratos Wealth Partners, LTD. 0.01% Add +0.3% 4,821 $890K
Centaurus Financial, Inc. 0.05% Add +0.4% 4,820 $889K
SCS Capital Management LLC 0.02% No change 4,788 $883K
Tobias Financial Advisors, Inc. 0.16% No change 4,398 $811K
Northern Trust Corp. 0.00% Add +3.6% 4,363 $805K
First Heartland Consultants, Inc. 0.08% New 4,288 $791K
Atria Investments, Inc 0.01% Add +92.5% 4,255 $785K
Naples Global Advisors, LLC 0.07% New 4,247 $784K
Santori & Peters, Inc. 0.29% Reduce -3.3% 4,057 $749K
Principal Securities, Inc. 0.02% Add +2.4% 4,047 $747K
Magnolia Capital Advisors LLC 0.19% New 3,975 $733K
Advisory Alpha, LLC 0.03% Add +0.2% 3,970 $733K
Independent Advisor Alliance 0.01% New 3,917 $723K
Centurion Wealth Management LLC 0.22% Reduce -0.9% 3,897 $719K
Cibc World Market Inc. 0.00% Add +15.1% 3,842 $709K
Certuity, LLC 0.08% Reduce -21.0% 3,753 $692K
Verus Wealth Management, LLC 0.75% — 3,639 $671K
Stephens Inc. 0.01% Add +9.0% 3,617 $667K
Creekside Partners 0.34% Reduce -6.4% 3,607 $666K
Smartleaf Asset Management LLC 0.07% Reduce -0.7% 3,488 $643K
Marshall Financial Group, LLC 0.16% Reduce -1.5% 3,473 $641K
Cozad Asset Management Inc. 0.06% Reduce -1.5% 3,450 $637K
West Bancorporation Inc. 0.42% No change 3,450 $637K
CoreCap Advisors, LLC 0.03% Add +17.1% 3,449 $636K
Consolidated Portfolio Review Corp 0.10% Reduce -0.4% 3,415 $630K
Heritage Wealth Advisors 0.03% Add +0.9% 3,392 $626K
MidAtlantic Capital Management, Inc. 0.46% No change 3,387 $625K
WealthCare Investment Partners, LLC 0.27% No change 3,349 $615K
Pinnacle Bancorp, Inc. 0.20% No change 3,282 $606K
Magnus Financial Group LLC 0.06% Add +1.1% 3,133 $578K
Avidian Wealth Enterprises, LLC 0.03% Add +1.1% 3,130 $577K
Shulman DeMeo Asset Management LLC 0.16% Add +1.1% 3,115 $575K
Integrated Wealth Concepts LLC 0.01% Add +4.7% 3,076 $568K
AE Wealth Management LLC 0.00% Reduce -0.7% 3,070 $566K
Creative Financial Designs Inc. 0.05% Reduce -19.7% 3,048 $562K
1900 Wealth Management LLC 0.05% Add +1.1% 3,011 $556K
Sightline Wealth Advisors, LLC 0.30% No change 3,000 $554K
Arbor Investment Advisors, LLC 0.08% Reduce -2.8% 2,986 $551K
Berkshire Money Management, Inc. 0.06% New 2,848 $525K
Roundview Capital LLC 0.04% No change 2,836 $523K
Silverlake Wealth Management LLC 0.20% Reduce -16.4% 2,754 $508K
MAI Capital Management 0.00% Add +0.3% 2,754 $508K
Archer Investment Corp 0.13% Add +33.2% 2,686 $496K
Affinity Capital Advisors, LLC 0.09% No change 2,648 $489K
Western Wealth Management, LLC 0.03% Reduce -3.4% 2,580 $476K
Confluence Wealth Services, Inc. 0.03% Reduce -0.8% 2,486 $472K
Nicolet Advisory Services, LLC 0.04% Add +3.5% 2,549 $463K
Pinnacle Financial Group, LLC / IL 0.18% No change 2,500 $461K
BHK Investment Advisors, LLC 0.17% No change 2,500 $461K
Marshall Investment Management, LLC 0.27% — 2,390 $456K
SBI Securities Co., Ltd. 0.01% — 2,447 $451K
Bristlecone Advisors, LLC 0.04% No change 2,426 $448K
OneAscent Wealth Management LLC 0.18% Reduce -11.8% 2,420 $447K
Vanguard Group Inc. 0.00% Add +11.0% 2,389 $441K
Cutter & CO Brokerage, Inc. 0.10% Reduce -2.4% 2,326 $429K
Park Avenue Securities LLC 0.00% Add +17.4% 2,297 $424K
Root Financial Partners, LLC 0.05% New 2,294 $423K
Net Worth Advisory Group 0.13% Reduce -0.9% 2,294 $423K
Rodgers & Associates, LTD 0.05% Reduce -34.9% 2,260 $417K
RFG Advisory, LLC 0.01% Reduce -2.9% 2,251 $415K
D. E. Shaw & Co. 0.00% Reduce -36.7% 2,243 $414K
Kestra Private Wealth Services, LLC 0.01% Add +4.5% 2,224 $410K
Ascentis Wealth Management, LLC 0.14% Add +1300.0% 2,212 $408K
Delta Wealth Advisors LLC 0.37% Add +0.8% 2,152 $397K
Snowden Capital Advisors LLC 0.01% Add +1.8% 2,137 $394K
Arkadios Wealth Advisors 0.02% Add +56.9% 2,102 $388K
Walker Asset Management, LLC 0.24% No change 2,093 $386K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -4.8% 2,080 $384K
Axxcess Wealth Management, LLC 0.01% Add +16.2% 2,066 $381K
Advisory Services Network, LLC 0.01% Add +3.0% 2,025 $374K
CM Wealth Advisors LLC 0.12% No change 2,012 $371K
Cadence Bank 0.03% No change 2,000 $369K
Alpha Cubed Investments, LLC 0.02% No change 1,983 $366K
Steward Partners Investment Advisory, LLC 0.00% Add +55.2% 1,962 $362K
Citadel Advisors 0.00% Add +16.5% 1,947 $359K
Signature Estate & Investment Advisors LLC 0.01% Add +0.8% 1,947 $359K
Sagespring Wealth Partners, LLC 0.01% — 1,939 $358K
Cresset Asset Management, LLC 0.00% Reduce -48.9% 1,935 $357K
Bridges Investment Management Inc. 0.01% No change 1,920 $354K
Oxler Private Wealth LLC 0.12% Add +0.6% 1,897 $350K
SageView Advisory Group, LLC 0.01% Reduce -5.9% 1,833 $338K
IFG Advisors, LLC 0.07% Add +11.8% 1,828 $337K
U.S. Capital Wealth Advisors, LLC 0.01% No change 1,823 $336K
Calamos Advisors LLC 0.00% No change 1,812 $334K
Roberts Wealth Advisors, LLC 0.10% Add +21.4% 1,773 $330K
CapWealth Advisors, LLC 0.04% No change 1,789 $330K
Smith, Moore & Co. 0.03% Add +1.1% 1,787 $330K
Kingswood Wealth Advisors, LLC 0.02% New 1,773 $327K
Leo Wealth, LLC 0.03% Add +6.4% 1,768 $326K
Jane Street Group, LLC 0.00% Reduce -8.6% 1,724 $318K
PNC Financial Services Group, Inc. 0.00% Add +0.3% 1,719 $317K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +2.3% 1,708 $315K
Sigma Planning Corp 0.01% Add +57.4% 1,701 $314K
Orion Porfolio Solutions, LLC 0.00% Add +21.0% 1,693 $312K
Orion Portfolio Solutions, LLC 0.00% Add +21.0% 1,693 $312K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -5.6% 1,678 $310K
Hanover Advisors Inc. 0.13% No change 1,673 $309K
Guidance Point Advisors, LLC 0.09% Add +8.6% 1,650 $305K
Ieq Capital, LLC 0.00% Add +0.6% 1,634 $301K
Sunbelt Securities, Inc. 0.03% No change 1,616 $298K
Principle Wealth Partners LLC 0.02% Add +2.0% 1,613 $298K
Waverly Advisors, LLC 0.00% Add +5.8% 1,607 $297K
Asset Management Advisors, LLC 0.22% Add +1.8% 1,601 $295K
Cassaday & Co Wealth Management LLC 0.01% No change 1,586 $293K
VSM Wealth Advisory, LLC 0.10% — 1,568 $289K
Gladstone Institutional Advisory LLC 0.01% Reduce -12.2% 1,553 $287K
Eagle Global Advisors LLC 0.01% No change 1,500 $277K
Wealth Management Associates, Inc. 0.12% Reduce -0.8% 1,485 $274K
Bank of New York Mellon Corp 0.00% Reduce -26.8% 1,472 $272K
Wilmington Savings Fund Society, FSB 0.00% Add +8.5% 1,470 $271K
Independent Financial Group, LLC 0.01% Reduce -0.6% 1,459 $269K
ETF Portfolio Partners, Inc. 0.08% Reduce -2.5% 1,455 $268K
Lynch & Associates 0.06% No change 1,425 $263K
Compound Planning, Inc. 0.01% New 1,424 $263K
Becker Capital Management Inc. 0.01% No change 1,413 $261K
Cwm, LLC 0.00% Add +74.9% 1,410 $260K
EFG Asset Management (Americas) Corp. 0.05% No change 1,405 $259K
Obsidian Personal Planning Solutions LLC 0.12% Add +14.2% 1,342 $255K
Trivant Custom Portfolio Group, LLC 0.15% No change 1,350 $249K
Birchcreek Wealth Management, LLC 0.16% Add +0.4% 1,348 $249K
Verus Capital Partners, LLC 0.02% Reduce -12.9% 1,326 $245K
Sterling Group Wealth Management, LLC 0.12% No change 1,299 $240K
BOK Financial Private Wealth, Inc. 0.02% Add +443.3% 1,293 $239K
Lindbrook Capital, LLC 0.02% No change 1,292 $238K
Fortis Capital Advisors, LLC 0.08% Reduce -0.4% 1,256 $238K
Belpointe Asset Management LLC 0.01% Reduce -0.4% 1,256 $238K
Guardian Wealth Management, Inc. 0.16% Add +0.7% 1,286 $237K
Brown Brothers Harriman & Co. 0.00% No change 1,284 $237K
Hardin Capital Partners, LLC 0.14% No change 1,281 $236K
Fiduciary Financial Group, LLC 0.05% New 1,293 $235K
Lodestar Private Asset Management LLC 0.03% No change 1,250 $231K
NFSG Corp 0.06% New 1,247 $230K
Optivise Advisory Services LLC 0.12% Add +1.1% 1,233 $227K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,219 $225K
Strategic Blueprint, LLC 0.01% New 1,182 $218K
Kovack Advisors, Inc. 0.02% Reduce -0.9% 1,173 $217K
Howland Capital Management LLC 0.01% No change 1,171 $216K
Cahaba Wealth Management, Inc. 0.02% Add +1.0% 1,166 $215K
Realta Investment Advisors 0.09% No change 1,146 $212K
Citigroup Inc. 0.00% Reduce -56.1% 1,146 $211K
Sierra Capital LLC 0.03% Reduce -0.9% 1,144 $211K
Old North State Wealth Management, LLC 0.12% Add +1.1% 1,142 $211K
Titleist Asset Management, LLC 0.02% No change 1,137 $210K
PFG Advisors 0.01% New 1,134 $209K
TrueWealth Advisors, LLC 0.07% No change 1,133 $209K
Federation des caisses Desjardins du Quebec 0.00% Add +1449.3% 1,131 $209K
Millstone Evans Group, LLC 0.14% — 1,119 $206K
Merriman Wealth Management, LLC 0.01% No change 1,092 $201K
GenTrust, LLC 0.01% New 1,090 $201K
Farther Finance Advisors, LLC 0.01% Add +14.5% 1,034 $191K
Pacific Center for Financial Services 0.05% No change 1,012 $187K
First Command Advisory Services, Inc. 0.00% No change 849 $157K
Assetmark, Inc. 0.00% Add +0.8% 790 $146K
Spire Wealth Management 0.00% Add +3.9% 775 $143K
Legacy Bridge, LLC 0.07% No change 754 $139K
Bank of New Hampshire 0.04% Reduce -1.7% 750 $138K
Pinney & Scofield, Inc. 0.10% — 704 $130K
Private Trust Co. NA 0.01% No change 684 $126K
Asset Dedication, LLC 0.01% No change 676 $125K
Tortoise Investment Management, LLC 0.01% Reduce -16.9% 640 $118K
Brown, Lisle/Cummings, Inc. 0.03% No change 610 $113K
Minot DeBlois Advisors LLC 0.09% — 555 $102K
Global Retirement Partners, LLC 0.00% Reduce -40.9% 552 $102K
Franklin Resources Inc. 0.00% No change 542 $100K
Capital Advisors, Ltd. LLC 0.01% No change 429 $79K
Comprehensive Financial Planning, Inc. 0.06% — 404 $74K
City State Bank 0.03% Add +300.0% 400 $74K
Rothschild Investment LLC 0.00% No change 400 $74K
Concourse Financial Group Securities, Inc. 0.00% Reduce -1.0% 390 $74K
Parallel Advisors, LLC 0.00% Add +0.5% 389 $72K
Y.D. More Investments Ltd 0.01% No change 388 $72K
Salomon & Ludwin, LLC 0.01% No change 380 $70K
MCF Advisors LLC 0.00% No change 373 $69K
Pin Oak Investment Advisors Inc. 0.06% No change 351 $67K
Ameriflex Group, Inc. 0.03% — 341 $65K
O'shaughnessy Asset Management, LLC 0.00% No change 341 $63K
Geneos Wealth Management Inc. 0.00% No change 338 $62K
NBT Bank, N.A. 0.00% No change 300 $55K
Vermillion Wealth Management, Inc. 0.03% — 300 $55K
JDM Financial Group LLC 0.03% No change 290 $54K
Versant Capital Management, Inc 0.01% Reduce -12.7% 233 $43K
Signaturefd, LLC 0.00% Add +0.9% 230 $42K
Ransom Advisory, Ltd 0.02% No change 200 $37K
CIBC Private Wealth Group LLC 0.00% Add +7.0% 153 $28K
Aspect Partners, LLC 0.01% New 136 $25K
Arax Advisory Partners 0.00% Add +1.7% 117 $22K
Tidemark, LLC 0.01% New 109 $20K
Coppell Advisory Solutions LLC 0.00% No change 100 $18K
Fifth Third Bancorp 0.00% Reduce -83.5% 89 $16K
Bfsg, LLC 0.00% Add +1.3% 76 $14K
Concord Wealth Partners 0.00% Add +762.5% 69 $13K
WPG Advisers, LLC 0.01% — 66 $12K
Anchor Investment Management, LLC 0.00% No change 62 $11K
Amundi 0.00% No change 55 $10K
Caitlin John, LLC 0.01% No change 54 $10K
Sachetta, LLC 0.00% No change 50 $9K
Deutsche Bank AG 0.00% New 50 $9K
Clearstead Advisors, LLC 0.00% Reduce -44.9% 43 $8K
GPS Wealth Strategies Group, LLC 0.00% Add +2.7% 38 $7K
St Germain D J Co. Inc. 0.00% New 36 $7K
Nemes Rush Group LLC 0.00% No change 35 $7K
Painted Porch Advisors LLC 0.00% No change 26 $5K
Westside Investment Management, Inc. 0.00% No change 25 $5K
SJS Investment Consulting Inc. 0.00% No change 25 $5K
Aptus Capital Advisors, LLC 0.00% No change 25 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 19 $4K
Oarsman Capital, Inc. 0.00% No change 12 $2K
National Bank of Canada 0.00% New 12 $2K
Prestige Wealth Management Group LLC 0.00% No change 10 $2K
Sound Income Strategies, LLC 0.00% No change 10 $2K
Laurel Wealth Advisors LLC 0.00% No change 8 $1K
Larson Financial Group LLC 0.00% New 5 $923
Glassman Wealth Services 0.00% No change 3 $554
Hoey Investments, Inc. 0.00% New 2 $370

"% 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.