Vanguard S&P 500 Value ETFVOOVETF

13F holders, Q2 2025 (June 30)
406holders +13
41new positions
24sold out
2famous investors
$188.80avg. 13F price*

At the end of Q2 2025, 406 institutions reported holding Vanguard S&P 500 Value ETF (VOOV) in their 13F filings, up 13 from Q1 2025. 41 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($384.3M), Morgan Stanley ($209.1M) and UBS Group AG ($120.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$75.0M
Exits24$22.0M

All 13F filers, Q1 2025 → Q2 2025: 944,224 shares bought and 445,553 shares sold, net +498,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 406 holders

Bank of America Corp. 0.03% Add +11.3% 2,036,566 $384.3M
Morgan Stanley 0.01% Add +0.6% 1,108,051 $209.1M
UBS Group AG 0.03% Add +19.3% 636,448 $120.1M
LPL Financial LLC 0.04% Add +1.7% 574,649 $108.4M
JPMorgan Chase & Co. 0.01% Add +2.3% 491,688 $92.8M
Corient Private Wealth LP 0.10% Reduce -1.1% 398,536 $75.2M
Ameriprise Financial Inc. 0.02% Add +5.0% 383,133 $73.0M
Avantax Advisory Services, Inc. 0.39% Add +1.1% 377,023 $71.1M
Pathstone Holdings, LLC 0.25% Reduce -3.8% 331,306 $62.5M
Osaic Holdings, Inc. 0.10% Add +5.2% 304,564 $57.6M
Shakespeare Wealth Management, LLC 13.18% Add +5.2% 261,918 $49.4M
Wells Fargo & Company 0.01% Reduce -3.8% 248,774 $46.9M
Raymond James Financial Inc. 0.02% Reduce -0.6% 245,444 $46.3M
HighTower Advisors, LLC 0.05% Reduce -1.3% 228,257 $43.1M
Stordahl Capital Management, Inc. 9.57% Reduce -3.6% 228,178 $43.1M
Goldman Sachs Group Inc. 0.01% Reduce -2.5% 195,886 $37.0M
Prudential Financial Inc. 0.04% New 161,700 $30.5M
Envestnet Asset Management Inc. 0.01% Reduce -3.3% 157,842 $29.8M
Commonwealth Equity Services, LLC 0.04% Add +2.4% 154,478 $29.2M
OneDigital Investment Advisors LLC 0.31% Add +4.2% 149,698 $28.2M
Grant Street Asset Management, Inc. 6.31% Add +2.2% 147,933 $27.9M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -5.2% 140,596 $26.5M
Petredis Investment Advisors LLC 2.07% Add +2.4% 125,048 $23.6M
Private Advisor Group, LLC 0.13% Reduce -2.5% 124,217 $23.4M
GTS Securities LLC 1.03% New 122,893 $23.2M
Affinity Wealth LLC 17.44% Add +8.7% 108,490 $20.5M
Cetera Investment Advisers 0.03% Add +4.1% 106,973 $20.2M
Zhang Financial LLC 0.93% Reduce -2.0% 106,781 $20.2M
Phillips Financial Management, LLC 1.43% Reduce -2.0% 104,551 $19.7M
Beacon Capital Management, LLC 2.61% Reduce -12.2% 102,503 $19.3M
Royal Bank of Canada 0.00% Reduce -10.9% 92,167 $17.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -6.2% 88,857 $16.8M
Merit Financial Group, LLC 0.17% Reduce -1.4% 80,411 $15.2M
Mesirow Financial Investment Management, Inc. 0.30% Reduce -6.8% 80,381 $15.2M
Lutz Financial Services LLC 1.11% Add +0.1% 75,450 $14.2M
Mather Group, Llc. 0.14% Reduce -2.7% 67,298 $12.7M
Cascades Capital Asset Management, LLC 6.47% Reduce -16.6% 65,663 $12.4M
Graves Light Lenhart Wealth, Inc. 1.40% Add +2.7% 62,337 $11.8M
Rockefeller Capital Management L.P. 0.03% Add +1.4% 62,264 $11.7M
Blue Trust, Inc. 0.13% Add +1.0% 59,323 $11.2M
Relyea Zuckerberg Hanson LLC 1.13% Reduce -8.1% 50,973 $9.6M
Betterment LLC 0.02% Add +0.3% 47,321 $8.9M
Mgo One Seven LLC 0.28% Reduce -50.6% 46,612 $8.8M
First Bank & Trust 1.54% No change 45,762 $8.6M
Connecticut Wealth Management, LLC 0.41% Reduce -2.8% 45,466 $8.6M
AA Financial Advisors, LLC 1.83% Add +24.3% 45,053 $8.5M
Stifel Financial Corp. 0.01% Reduce -1.5% 44,496 $8.4M
Mariner, LLC 0.01% Reduce -3.2% 42,742 $8.1M
Cary Street Partners Financial LLC 0.21% Add +0.2% 40,300 $7.6M
Kestra Advisory Services, LLC 0.04% Add +22.9% 39,678 $7.5M
Aspire Growth Partners LLC 6.01% Reduce -0.5% 38,848 $7.3M
Savant Capital, LLC 0.05% Reduce -3.3% 38,147 $7.2M
Mutual Advisors, LLC 0.17% Add +4.3% 34,856 $6.8M
Ameritas Advisory Services, LLC 0.34% Reduce -1.8% 34,208 $6.5M
Strategies Wealth Advisors, LLC 0.65% Add +0.1% 31,760 $6.0M
&partners 0.04% Add +31.8% 30,307 $5.7M
Truist Financial Corp. 0.01% Reduce -69.8% 30,159 $5.7M
MML Investors Services, LLC 0.02% Reduce -27.0% 29,621 $5.6M
Stratos Wealth Advisors, LLC 0.29% Reduce -0.4% 29,110 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.3% 28,258 $5.4M
Garde Capital, Inc. 0.28% No change 28,013 $5.3M
Fairscale Capital, LLC 3.84% Reduce -0.4% 27,692 $5.3M
Composition Wealth, LLC 0.09% Reduce -0.2% 27,132 $5.1M
Midwest Financial Network, LLC 5.06% Reduce -3.1% 26,994 $5.1M
Blair William & Co. 0.01% Add +27.9% 26,950 $5.1M
Conning Inc. 0.18% New 26,775 $5.1M
Mercer Global Advisors Inc. 0.01% Add +4.2% 26,592 $5.0M
Virtue Capital Management, LLC 0.87% Reduce -16.6% 25,184 $4.8M
Avant Capital LLC 3.62% Add +1.5% 24,741 $4.7M
Family Firm, Inc. 1.12% Reduce -0.8% 24,571 $4.6M
Keystone Financial Group 0.40% Add +5.7% 23,314 $4.4M
Cerity Partners LLC 0.01% Reduce -13.9% 22,850 $4.3M
Valmark Advisers, Inc. 0.06% Add +60.8% 21,802 $4.1M
Keybank National Association 0.01% Reduce -1.6% 21,235 $4.0M
WBH Advisory Inc. 0.34% Reduce -22.7% 20,867 $3.9M
Balanced Wealth Group LLC 1.69% Add +0.8% 20,402 $3.9M
North Star Investment Management Corp. 0.26% Add +4.1% 20,103 $3.8M
Allworth Financial LP 0.02% Add +1.3% 19,914 $3.8M
Lazard Asset Management LLC 0.01% Reduce -0.3% 19,603 $3.7M
Comerica Bank 0.01% Add +0.3% 19,521 $3.7M
Janney Montgomery Scott LLC 0.01% Reduce -3.9% 19,419 $3.7M
Signet Financial Management, LLC 0.45% Reduce -2.3% 19,132 $3.6M
Flagship Wealth Advisors, LLC 1.35% Add +21.9% 19,010 $3.6M
Constellation Investments, Inc. 0.17% No change 19,000 $3.6M
Centricity Wealth Management, LLC 2.85% Reduce -1.4% 18,903 $3.6M
Ramiah Investment Group 3.76% Add +8.2% 18,502 $3.5M
StoneX Group Inc. 0.16% Reduce -1.6% 17,625 $3.3M
Arlington Trust Co LLC 0.65% Reduce -1.8% 17,613 $3.3M
Farther Finance Advisors, LLC 0.07% Add +21.1% 17,501 $3.3M
Jones Financial Companies LLLP 0.00% Add +60.1% 17,569 $3.3M
Brookstone Capital Management 0.04% Add +41.4% 16,333 $3.1M
First Bancorp, Inc 1.74% Reduce -0.4% 16,097 $3.0M
Atria Wealth Solutions, Inc. 0.06% Reduce -11.9% 14,747 $2.8M
Flagship Harbor Advisors, LLC 0.13% Reduce -3.2% 14,697 $2.8M
Rwa Wealth Partners, LLC 0.03% Reduce -4.8% 14,650 $2.8M
Hoxton Planning & Management, LLC 0.91% Add +18.2% 14,002 $2.6M
Encompass Wealth Advisors, LLC 0.96% Add +7.5% 13,915 $2.6M
FMR LLC 0.00% Reduce -1.8% 13,235 $2.5M
Insight 2811, Inc. 1.17% Add +18.7% 13,058 $2.5M
Fifth Third Securities, Inc. 0.18% Add +24.7% 12,791 $2.4M

"% 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 406 holders