Vanguard S&P 500 Value ETF (VOOV) Institutional Ownership

$179.99
+0.11 (+0.06%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard S&P 500 Value ETF (NYSEARCA:VOOV)

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$115.40M
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VOOV Institutional Buying and Selling by Quarter

Vanguard S&P 500 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Beacon Capital Management LLC161,373$29.12M6.0%-1.1%0.626%
5/17/2024Comerica Bank10,288$1.86M0.0%-51.9%0.040%
5/16/2024B. Riley Wealth Advisors Inc.4,261$769K0.0%-5.3%0.017%
5/15/2024 Lazard Asset Management LLC22,063$3.98M0.0%-2.1%0.086%
5/13/2024 Shakespeare Wealth Management LLC200,403$36.17M10.4%-1.2%0.777%
5/10/2024 Rodgers & Associates LTD3,470$626K0.1%-2.3%0.013%
5/9/2024 Blair William & Co. IL21,216$3.83M0.0%+0.4%0.082%
5/9/2024 BHK Investment Advisors LLC2,500$451K0.2%N/A0.010%
5/9/2024 Pettyjohn Wood & White Inc.2,085$376K0.1%+9.4%0.008%
5/8/2024 Berkshire Money Management Inc.2,930$529K0.1%N/A0.011%
5/8/2024 Cozad Asset Management Inc.3,255$587K0.1%+3.7%0.013%
5/8/2024 Bleakley Financial Group LLC3,703$668K0.0%-19.7%0.014%
5/8/2024 Heritage Wealth Advisors4,678,658$844.36M30.1%+140,231.7%18.148%
5/8/2024 Avantax Advisory Services Inc.165,069$29.79M0.3%+181.9%0.640%
5/8/2024 US Bancorp DE6,160$1.11M0.0%+1.0%0.024%
5/7/2024 Verus Capital Partners LLC1,160$209K0.0%-17.1%0.004%
5/7/2024 Concurrent Investment Advisors LLC14,611$2.64M0.1%-8.6%0.057%
5/7/2024 Wealthspire Advisors LLC5,553$1.00M0.0%+7.8%0.022%
5/7/2024 Insight 2811 Inc.7,875$1.42M0.7%+11.5%0.031%
5/6/2024 Envestnet Portfolio Solutions Inc.3,612$652K0.0%+57.3%0.014%
5/6/2024 Advisory Alpha LLC3,959$715K0.0%+10.9%0.015%
5/4/2024 Beacon Bridge Wealth Partners LLC9,493$1.71M0.8%-3.9%0.037%
5/4/2024 Geneos Wealth Management Inc.199$36K0.0%+49.6%0.001%
5/3/2024 Avidian Wealth Solutions LLC3,078$555K0.0%N/A0.012%
5/3/2024 Lutz Financial Services LLC82,003$14.80M1.3%-6.8%0.318%
5/3/2024 AA Financial Advisors LLC32,394$5.85M2.4%-2.1%0.126%
5/2/2024 Mutual Advisors LLC27,618$4.98M0.2%-26.9%0.107%
5/2/2024 Salomon & Ludwin LLC742$134K0.0%N/A0.003%
5/2/2024 Family Firm Inc.25,839$4.66M1.1%-5.1%0.100%
5/1/2024 Connecticut Wealth Management LLC47,151$8.51M0.5%-1.0%0.183%
5/1/2024 Janney Montgomery Scott LLC19,739$3.56M0.0%-1.0%0.077%
5/1/2024 Blue Trust Inc.15,184$2.74M0.0%-2.2%0.059%
5/1/2024 Grant Street Asset Management Inc.137,828$24.87M8.1%-3.0%0.535%
4/30/2024 Private Advisor Group LLC94,033$16.97M0.1%+45.1%0.365%
4/30/2024 J.W. Cole Advisors Inc.4,825$871K0.0%+3.9%0.019%
4/30/2024 Cutter & CO Brokerage Inc.2,426$438K0.1%+23.0%0.009%
4/30/2024 Hartline Investment Corp1,376$248K0.0%N/A0.005%
4/30/2024 North Star Investment Management Corp.21,106$3.81M0.3%-2.0%0.082%
4/30/2024 Arkadios Wealth Advisors1,793$324K0.0%-9.9%0.007%
4/30/2024 Caprock Group LLC18,422$3.33M0.2%+0.4%0.071%
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4/29/2024Commonwealth Equity Services LLC132,974$24.00M0.0%+23.4%0.516%
4/29/2024 Sierra Capital LLC6,553$1.18M0.2%-42.1%0.025%
4/29/2024 RWA Wealth Partners LLC11,164$2.02M0.0%+714.9%0.043%
4/26/2024 YHB Investment Advisors Inc.400$72K0.0%N/A0.002%
4/26/2024 Mesirow Financial Investment Management Inc.79,480$14.34M0.3%N/A0.308%
4/26/2024 Petredis Investment Advisors LLC162,339$29.30M3.5%-1.6%0.630%
4/25/2024 Cambridge Investment Research Advisors Inc.141,860$25.60M0.1%+7.6%0.550%
4/24/2024 Zhang Financial LLC47,527$8.58M0.6%+110.4%0.184%
4/24/2024 1900 Wealth Management LLC3,503$632K0.1%-14.8%0.014%
4/24/2024 Newbridge Financial Services Group Inc.2,499$451K0.2%-22.2%0.010%
4/24/2024 Simplicity Wealth LLC3,703$668K0.0%N/A0.014%
4/24/2024 Spire Wealth Management5,284$954K0.0%+627.8%0.020%
4/24/2024 Gemmer Asset Management LLC6,015$1.09M0.1%N/A0.023%
4/24/2024 Essex Financial Services Inc.8,709$1.57M0.1%+19.9%0.034%
4/23/2024 Rational Advisors LLC8,409$1.52M0.1%N/A0.033%
4/23/2024 TrueWealth Advisors LLC1,133$204K0.1%N/A0.004%
4/23/2024 Fifth Third Bancorp540$97K0.0%N/A0.002%
4/23/2024 Bluesphere Advisors LLC12,314$2.22M1.2%-6.3%0.048%
4/23/2024 Principle Wealth Partners LLC1,580$285K0.0%+12.5%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.152,947$27.60M0.0%+711.9%0.593%
4/22/2024 Confluence Wealth Services Inc.2,145$387K0.0%+3.9%0.008%
4/22/2024 PFG Investments LLC3,131$565K0.0%N/A0.012%
4/22/2024 Provident Wealth Management LLC119,759$21.61M8.1%-1.5%0.465%
4/22/2024 Raymond James & Associates71,926$12.98M0.0%+9.5%0.279%
4/19/2024 Kovack Advisors Inc.1,190$215K0.0%N/A0.005%
4/18/2024 Silverlake Wealth Management LLC3,355$605K0.3%-2.4%0.013%
4/18/2024 Verum Partners LLC10,055$1.82M0.6%-14.1%0.039%
4/18/2024 Stordahl Capital Management Inc.238,247$43.00M10.8%+2.1%0.924%
4/18/2024 Miracle Mile Advisors LLC50,047$9.03M0.2%-1.5%0.194%
4/18/2024 HFG Advisors Inc.11,362$2.05M1.8%+0.6%0.044%
4/18/2024 Roberts Wealth Advisors LLC1,639$282K0.1%N/A0.006%
4/17/2024 Private Ocean LLC1,059$191K0.0%N/A0.004%
4/16/2024 OneAscent Wealth Management LLC2,625$474K0.2%N/A0.010%
4/16/2024 Wealth Enhancement Advisory Services LLC24,724$4.46M0.0%+15.9%0.096%
4/15/2024 Signet Financial Management LLC22,666$4.09M0.6%-3.9%0.088%
4/15/2024 Brookstone Capital Management22,160$4.00M0.1%+10.5%0.086%
4/15/2024 First Bancorp Inc ME 13,654$2.46M1.9%+4.3%0.053%
4/13/2024 Von Berge Wealth Management Group LLC7,041$1.27M0.8%+2.1%0.032%
4/12/2024 Global Assets Advisory LLC21,535$3.89M0.0%N/A0.097%
4/12/2024Lane & Associates LLC47,239$8.53M5.4%+1.8%0.213%
4/11/2024 SignalPoint Asset Management LLC17,758$3.21M0.9%N/A0.080%
4/11/2024 RFG Advisory LLC2,663$481K0.0%-64.9%0.012%
4/9/2024 Ferguson Wellman Capital Management Inc.1,109$200K0.0%N/A0.005%
4/9/2024 Mather Group LLC.3,667$616K0.0%+135.5%0.016%
3/28/2024 Newbridge Financial Services Group Inc.3,211$539K0.3%+32.3%0.014%
3/22/2024 PNC Financial Services Group Inc.1,649$277K0.0%+44.9%0.007%
3/21/2024 Grayhawk Investment Strategies Inc.158,730$26.66M13.8%-10.3%0.714%
3/15/2024B. Riley Wealth Advisors Inc.4,501$756K0.0%+5.6%0.020%
3/14/2024 Leo Wealth LLC1,608$270K0.0%N/A0.007%
3/8/2024 ICA Group Wealth Management LLC405$68K0.0%N/A0.002%
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3/1/2024 Goldman Sachs Group Inc.167,693$28.17M0.0%+86.6%0.754%
2/28/2024 EP Wealth Advisors LLC618$104K0.0%N/A0.003%
2/21/2024Garde Capital Inc.29,257$4.91M0.4%N/A0.132%
2/20/2024 Clarity Capital Partners LLC2,889$485K0.3%N/A0.013%
2/15/2024 Petredis Investment Advisors LLC164,985$27.71M3.6%-2.3%0.742%
2/15/2024 Guardian Wealth Management Inc.1,461$245K0.2%+104.3%0.007%
2/14/2024 Pathstone Holdings LLC206,123$34.62M0.2%N/A0.927%
2/14/2024 Barometer Capital Management Inc.4,600$773K0.2%-27.0%0.021%
2/14/2024 MGO One Seven LLC40,746$6.84M0.4%+1,601.3%0.183%
2/14/2024 Evercore Wealth Management LLC6,304$1.06M0.0%-20.8%0.028%
(Data available from 1/1/2016 forward)

VOOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOOV shares?

During the previous two years, 303 institutional investors and hedge funds held shares of Vanguard S&P 500 Value ETF. The most heavily invested institutionals were Heritage Wealth Advisors ($844.36M), Bank of America Corp DE ($214.67M), UBS Group AG ($91.27M), JPMorgan Chase & Co. ($85.08M), Corient Private Wealth LLC ($65.22M), LPL Financial LLC ($52.75M), and Corient Capital Partners LLC ($51.05M).Learn more on VOOV's institutional investors.

Which institutional investors have been buying Vanguard S&P 500 Value ETF stock?

Of the 266 institutional investors that purchased Vanguard S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heritage Wealth Advisors ($4.68M), Gateway Advisory LLC ($2.07M), Corient Private Wealth LLC ($632.56K), Resources Investment Advisors LLC. ($223.94K), WBH Advisory Inc. ($213.28K), Pathstone Holdings LLC ($206.12K), and UBS Group AG ($205.90K).

How much institutional buying is happening at Vanguard S&P 500 Value ETF?

Institutional investors have bought a total of 11,927,261 shares in the last 24 months. This purchase volume represents approximately $1.92B in transactions.

Which Vanguard S&P 500 Value ETF major shareholders have been selling company stock?

Of the 148 institutional investors that sold Vanguard S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($254.03K), Fiera Capital Corp ($165.27K), HM Capital Management LLC ($147.08K), Merit Financial Group LLC ($118.23K), WBH Advisory Inc. ($117.38K), Beacon Capital Management LLC ($59.68K), and UBS Group AG ($55.20K).

How much institutional selling is happening at Vanguard S&P 500 Value ETF?

Institutional investors have sold a total of 1,549,716 shares in the last 24 months. This volume of shares sold represents approximately $226.90M in transactions.


This page (NYSEARCA:VOOV) was last updated on 5/17/2024 by MarketBeat.com Staff

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