Vanguard S&P 500 Value ETFVOOVETF

13F holders, Q1 2025 (March 31)
393holders +7
32new positions
20sold out
1famous investor
$184.13avg. 13F price*

At the end of Q1 2025, 393 institutions reported holding Vanguard S&P 500 Value ETF (VOOV) in their 13F filings, up 7 from Q4 2024. 32 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($336.9M), Morgan Stanley ($202.8M) and LPL Financial LLC ($104.0M). One famous investor held it 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions32$16.4M
Exits20$13.8M

All 13F filers, Q4 2024 → Q1 2025: 618,524 shares bought and 640,557 shares sold, net −22,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

Bank of America Corp. 0.03% Reduce -3.3% 1,829,092 $336.9M
Morgan Stanley 0.01% Add +4.1% 1,101,235 $202.8M
LPL Financial LLC 0.04% Reduce -2.3% 564,875 $104.0M
UBS Group AG 0.02% Reduce -0.5% 533,376 $98.2M
JPMorgan Chase & Co. 0.01% Add +0.0% 480,553 $88.5M
Corient Private Wealth LP 0.12% Reduce -3.0% 403,154 $74.3M
Avantax Advisory Services, Inc. 0.42% Add +9.4% 372,911 $68.7M
Ameriprise Financial Inc. 0.02% Reduce -12.4% 364,707 $67.2M
Pathstone Holdings, LLC 0.28% Add +11.7% 344,538 $64.0M
Osaic Holdings, Inc. 0.12% Add +16.0% 289,558 $53.4M
Wells Fargo & Company 0.01% Reduce -0.8% 258,686 $47.6M
Shakespeare Wealth Management, LLC 12.28% Add +0.9% 248,907 $45.8M
Raymond James Financial Inc. 0.02% Add +3.9% 246,935 $45.5M
Stordahl Capital Management, Inc. 10.34% Add +2.0% 236,711 $43.6M
HighTower Advisors, LLC 0.06% Reduce -3.6% 231,157 $42.6M
Goldman Sachs Group Inc. 0.01% Add +38.7% 200,825 $37.0M
Envestnet Asset Management Inc. 0.01% Add +10.1% 163,203 $30.1M
Commonwealth Equity Services, LLC 0.04% Add +0.1% 150,889 $27.8M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -3.0% 148,224 $27.3M
Grant Street Asset Management, Inc. 6.52% Add +4.5% 144,711 $26.7M
OneDigital Investment Advisors LLC 0.31% Add +0.2% 143,719 $26.5M
Private Advisor Group, LLC 0.14% Reduce -12.3% 127,337 $23.5M
Petredis Investment Advisors LLC 2.35% Add +0.1% 122,147 $22.5M
Beacon Capital Management, LLC 2.90% Reduce -22.6% 116,740 $21.5M
Zhang Financial LLC 1.06% Reduce -1.5% 108,966 $20.1M
Phillips Financial Management, LLC 1.52% Reduce -1.9% 106,732 $19.7M
Royal Bank of Canada 0.00% Reduce -12.8% 103,407 $19.0M
Cetera Investment Advisers 0.04% Reduce -5.6% 102,778 $18.9M
Truist Financial Corp. 0.03% Add +283.0% 99,907 $18.4M
Affinity Wealth LLC 18.81% Add +6.1% 99,827 $18.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +47.6% 94,687 $17.4M
Mgo One Seven LLC 0.68% Reduce -1.4% 94,357 $17.4M
Mesirow Financial Investment Management, Inc. 0.31% Add +11.3% 86,284 $15.9M
Merit Financial Group, LLC 0.23% Reduce -9.9% 81,510 $15.0M
Cascades Capital Asset Management, LLC 8.00% Reduce -9.6% 78,753 $14.5M
Lutz Financial Services LLC 1.14% Reduce -1.6% 75,408 $13.9M
Mather Group, Llc. 0.15% Reduce -3.3% 69,176 $12.7M
Rockefeller Capital Management L.P. 0.03% Add +0.1% 61,378 $11.3M
Graves Light Lenhart Wealth, Inc. 1.37% Add +4.6% 60,712 $11.2M
Blue Trust, Inc. 0.14% Reduce -12.3% 58,729 $10.8M
Relyea Zuckerberg Hanson LLC 1.38% Reduce -2.2% 55,451 $10.2M
Betterment LLC 0.02% Add +7.0% 47,183 $8.7M
Connecticut Wealth Management, LLC 0.45% Reduce -58.7% 46,772 $8.6M
First Bank & Trust 1.63% No change 45,762 $8.4M
Stifel Financial Corp. 0.01% Add +14.6% 45,158 $8.3M
Mariner, LLC 0.01% Add +5.8% 44,171 $8.1M
MML Investors Services, LLC 0.02% Add +2.7% 40,575 $7.5M
Cary Street Partners Financial LLC 0.23% Reduce -1.5% 40,227 $7.4M
Savant Capital, LLC 0.06% Reduce -1.5% 39,431 $7.3M
Redhawk Wealth Advisors, Inc. 0.96% Add +0.9% 38,856 $7.2M
Aspire Growth Partners LLC 6.18% Add +7.3% 39,039 $7.0M
AA Financial Advisors, LLC 1.63% Add +8.0% 36,241 $6.7M
Ameritas Advisory Services, LLC 0.26% Add +39.6% 34,823 $6.4M
Kestra Advisory Services, LLC 0.03% Add +178.4% 32,294 $5.9M
Mutual Advisors, LLC 0.17% Add +7.9% 33,414 $5.9M
Strategies Wealth Advisors, LLC 0.71% Add +0.1% 31,741 $5.8M
Lane & Associates LLC 3.10% Reduce -1.1% 31,202 $5.7M
Virtue Capital Management, LLC 0.65% Reduce -6.7% 30,182 $5.6M
Stratos Wealth Advisors, LLC 0.29% Add +29.3% 29,224 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -12.8% 28,934 $5.3M
Garde Capital, Inc. 0.30% No change 28,013 $5.2M
Midwest Financial Network, LLC 5.13% Add +3.5% 27,860 $5.1M
Fairscale Capital, LLC 4.63% Reduce -2.4% 27,811 $5.1M
Grayhawk Investment Strategies Inc. 11.63% Reduce -21.3% 27,730 $5.1M
Composition Wealth, LLC 0.10% Add +0.1% 27,195 $5.0M
WBH Advisory Inc. 0.46% Reduce -11.4% 26,992 $5.0M
Susquehanna International Group, LLP 0.01% New 26,576 $4.9M
Cerity Partners LLC 0.01% Add +9.8% 26,544 $4.9M
Family Firm, Inc. 1.02% Add +0.2% 24,781 $4.6M
Mercer Global Advisors Inc. 0.01% Add +70.9% 25,512 $4.5M
Avant Capital LLC 3.73% Add +2.7% 24,383 $4.5M
Caprock Group, LLC 0.13% Add +0.4% 22,986 $4.2M
Keystone Financial Group 0.41% Add +1.5% 22,065 $4.1M
&partners 0.04% Add +10.1% 22,999 $4.1M
Keybank National Association 0.02% Add +0.1% 21,583 $4.0M
Blair William & Co. 0.01% Add +7.0% 21,068 $3.9M
Balanced Wealth Group LLC 1.80% Add +27.9% 20,236 $3.7M
Janney Montgomery Scott LLC 0.01% Reduce -7.7% 20,206 $3.7M
Lazard Asset Management LLC 0.01% Reduce -0.1% 19,661 $3.6M
Signet Financial Management, LLC 0.49% Reduce -5.5% 19,582 $3.6M
Comerica Bank 0.02% Add +10.3% 19,463 $3.6M
North Star Investment Management Corp. 0.26% Add +0.0% 19,311 $3.6M
Centricity Wealth Management, LLC 3.20% Add +25.7% 19,167 $3.5M
Constellation Investments, Inc. 0.17% New 19,000 $3.5M
Allworth Financial LP 0.02% Add +3.4% 19,668 $3.5M
Arlington Trust Co LLC 0.70% Add +0.1% 17,928 $3.3M
StoneX Group Inc. 0.18% Reduce -2.0% 17,919 $3.3M
Ramiah Investment Group 3.02% Reduce -16.0% 17,106 $3.2M
Atria Wealth Solutions, Inc. 0.04% Add +11.8% 16,740 $3.1M
First Bancorp, Inc 1.93% Add +4.6% 16,155 $3.0M
Flagship Wealth Advisors, LLC 1.21% Add +190.1% 15,598 $2.9M
Rwa Wealth Partners, LLC 0.04% Reduce -5.1% 15,392 $2.8M
Flagship Harbor Advisors, LLC 0.15% Reduce -4.2% 15,180 $2.8M
Farther Finance Advisors, LLC 0.07% Add +1297.6% 14,451 $2.7M
Valmark Advisers, Inc. 0.04% Reduce -27.1% 13,559 $2.5M
FMR LLC 0.00% Reduce -5.1% 13,479 $2.5M
Great Valley Advisor Group, Inc. 0.05% Reduce -20.9% 13,434 $2.5M
Encompass Wealth Advisors, LLC 0.97% Add +10.1% 12,941 $2.4M
Capasso Planning Partners LLC 0.95% Add +1.0% 12,387 $2.3M
Essex Financial Services, Inc. 0.16% Reduce -2.1% 12,263 $2.3M

"% 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 393 holders