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

Vanguard S&P 500 Value ETF logo
$221.74 -1.41 (-0.63%)
As of 07/20/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$407.26M
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$211.41M
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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
7/10/2026 KWB Wealth5,545$1.22M0.1%-1.7%0.019%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,251$274K0.0%+4.4%0.004%
7/9/2026 Centurion Wealth Management LLC2,241$491K0.1%-37.2%0.008%
7/9/2026 Ehrlich Financial Group45,811$10.04M5.2%+18.3%0.155%
7/8/2026 Beaird Harris Wealth Management LLC4,733$1.04M0.1%-13.0%0.016%
7/8/2026 Shulman DeMeo Asset Management LLC2,574$564K0.1%+5.1%0.009%
7/8/2026 Midwest Financial Network LLC19,884$4.36M3.0%-16.5%0.068%
7/8/2026 Hardin Capital Partners LLC1,656$364K0.2%+8.5%0.006%
7/7/2026 Graves Light Lenhart Wealth Inc.79,037$17.33M1.6%+12.3%0.269%
7/7/2026 Avior Wealth Management LLC9,259$2.03M0.1%-1.3%0.032%
7/7/2026 Harbor Investment Advisory LLC1,307$287K0.0%N/A0.004%
7/7/2026 Arlington Trust Co LLC10,426$2.29M0.2%-26.2%0.036%
7/7/2026 CGN Advisors LLC1,245$273K0.0%-12.5%0.004%
7/7/2026 CoreCap Advisors LLC7,683$1.68M0.0%+8.4%0.026%
6/18/2026Western Wealth Management LLC2,248$458K0.0%-2.8%0.008%
6/4/2026 Midwest Financial Network LLC23,822$4.86M3.9%-25.5%0.081%
6/3/2026NewEdge Advisors LLC3,532$720K0.0%-32.2%0.012%
6/1/2026Flagship Wealth Advisors LLC16,710$3.15M1.3%-40.4%0.057%
5/27/2026 Security Financial Services INC.5,390$1.10M0.2%+1.8%0.018%
5/22/2026Verus Capital Partners LLC1,151$235K0.0%-48.5%0.004%
5/19/2026Western Wealth Management LLC2,248$458K0.0%-2.8%0.008%
5/19/2026NewEdge Advisors LLC3,330$679K0.0%-36.1%0.011%
5/19/2026Bank of America Corp DE1,866,106$380.29M0.0%+1.4%6.313%
5/19/2026Centaurus Financial Inc.6,989$1.42M0.1%+4.3%0.024%
5/19/2026Arkadios Wealth Advisors1,211$247K0.0%-34.9%0.004%
5/18/2026Royal Bank of Canada106,095$21.62M0.0%+17.8%0.359%
5/16/2026Quantinno Capital Management LP5,174$1.05M0.0%-34.7%0.018%
5/16/2026Lazard Asset Management LLC15,829$3.23M0.0%+1.3%0.054%
5/15/2026Waverly Advisors LLC2,656$541K0.0%+9.6%0.009%
5/14/2026Compound Planning Inc.1,498$305K0.0%+11.3%0.005%
5/14/2026Lido Advisors LLC2,833$578K0.0%+47.6%0.010%
5/13/2026Cetera Investment Advisers514,433$104.84M0.1%+1.4%1.740%
5/13/2026NewEdge Wealth LLC8,515$1.74M0.0%N/A0.029%
5/7/2026Florida Financial Advisors LLC1,693$345K0.1%+11.1%0.006%
5/7/2026Grant Street Asset Management Inc.152,483$31.08M6.0%+2.7%0.516%
5/6/2026Zhang Financial LLC107,875$21.98M0.8%+4.3%0.365%
5/6/2026 Independent Financial Group LLC4,302$877K0.0%N/A0.015%
5/5/2026Geneos Wealth Management Inc.370$76K0.0%-13.3%0.001%
5/5/2026Signet Financial Management LLC16,646$3.39M0.4%-5.2%0.056%
5/5/2026Sanctuary Advisors LLC7,721$1.57M0.0%-8.6%0.026%
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5/4/2026Lutz Financial Services LLC72,295$14.73M1.0%-2.5%0.245%
5/4/2026Chicago Partners Investment Group LLC1,003$213K0.0%-28.7%0.003%
5/2/2026Avion Wealth6,392$1.30M0.3%-2.9%0.022%
5/2/2026Diversify Wealth Management LLC4,560$972K0.0%N/A0.015%
5/2/2026Valmark Advisers Inc.18,319$3.73M0.0%-1.5%0.062%
5/1/2026Fifth Third Bancorp20,612$4.20M0.0%N/A0.070%
5/1/2026Conning Inc.60,477$12.33M0.4%+11.2%0.205%
5/1/2026 Relyea Zuckerberg Hanson LLC50,197$10.23M1.0%-0.3%0.170%
4/30/2026Kestra Advisory Services LLC42,536$8.67M0.0%+7.5%0.144%
4/29/2026Warner Group LLC1,650$336K0.2%+33.4%0.006%
4/29/2026Northwest Wealth Advisors LLC4,194$855K0.6%-18.5%0.014%
4/28/2026Ascentis Independent Advisors125$25K0.0%N/A0.000%
4/28/2026Stephens Inc. AR3,241$660K0.0%+4.0%0.011%
4/28/2026WBH Advisory Inc.18,627$3.80M0.3%-4.5%0.063%
4/27/2026 Apeiron RIA LLC6,311$1.29M0.3%+4.1%0.021%
4/27/2026World Investment Advisors4,778$974K0.0%-2.6%0.016%
4/27/2026Turtle Creek Wealth Advisors LLC2,755$561K0.0%-26.6%0.009%
4/27/2026Private Advisor Group LLC89,232$18.19M0.1%-12.1%0.302%
4/25/2026Keybank National Association OH18,335$3.74M0.0%-12.4%0.062%
4/25/2026Physician Wealth Advisors Inc.710$145K0.0%N/A0.002%
4/25/2026 Innova Wealth Partners6,241$1.27M0.6%+24.2%0.021%
4/24/2026Root Financial Partners LLC2,472$504K0.0%+7.8%0.008%
4/24/2026Essex Financial Services Inc.11,606$2.37M0.1%-3.8%0.039%
4/23/2026Balanced Wealth Group LLC20,078$4.09M1.5%-2.0%0.068%
4/23/2026Intrua Financial LLC7,141$1.46M0.2%-1.3%0.024%
4/23/2026North Star Investment Management Corp.17,941$3.66M0.2%-7.9%0.061%
4/23/2026Apollon Financial LLC6,698$1.37M0.2%+5.1%0.023%
4/23/2026Pasadena Private Wealth LLC2,172$443K0.1%+13.0%0.007%
4/22/2026Janney Montgomery Scott LLC18,749$3.82M0.0%-3.7%0.063%
4/22/2026Beaumont Asset Management L.L.C.4,588$935K0.4%-5.3%0.016%
4/22/2026 Ramiah Investment Group25,895$5.28M4.6%+5.5%0.088%
4/21/2026 Delta Wealth Advisors LLC22,482$4.58M3.5%+759.1%0.076%
4/21/2026AA Financial Advisors LLC1,521$310K0.0%-96.5%0.005%
4/21/2026 Hoxton Planning & Management LLC22,977$4.68M1.4%+3.4%0.078%
4/21/2026Silver Oak Securities Incorporated3,290$671K0.0%-20.5%0.011%
4/20/2026Kestra Private Wealth Services LLC2,534$516K0.0%-5.3%0.009%
4/20/2026Blue Trust Inc.41,394$8.44M0.1%-3.3%0.140%
4/20/2026 RFG Advisory LLC5,503$1.12M0.0%+115.0%0.019%
4/17/2026Aspire Growth Partners LLC54,386$11.08M7.6%+13.4%0.184%
4/17/2026AdvisorNet Financial Inc1,564$319K0.0%+357.3%0.005%
4/17/2026 Brookstone Capital Management9,447$1.93M0.0%+51.2%0.032%
4/16/2026Petredis Investment Advisors LLC122,450$24.95M2.0%-0.2%0.414%
3/17/2026Rockefeller Capital Management L.P.50,167$10.28M0.0%-17.4%0.173%
3/16/2026 Bank of New Hampshire595$122K0.0%-14.3%0.002%
3/13/2026World Investment Advisors4,907$1.01M0.0%-5.3%0.017%
3/9/2026Corient Private Wealth LLC369,865$75.77M0.1%-3.7%1.274%
3/4/2026Pure Financial Advisors LLC1,022$209K0.0%N/A0.004%
2/25/2026Thryve Wealth Management LLC5,759$1.18M0.6%N/A0.020%
2/25/2026MidFirst Bank3,725$763K0.1%N/A0.013%
2/19/2026Briggs Wealth Management Inc1,002$205K0.2%N/A0.003%
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2/19/2026Axxcess Wealth Management LLC2,429$498K0.0%-7.4%0.008%
2/19/2026Birchwood Financial Partners Inc.167$34K0.0%N/A0.001%
2/19/2026Corient Private Wealth LLC368,365$75.46M0.0%-4.1%1.268%
2/18/2026Ameriflex Group Inc.319$65K0.0%-12.8%0.001%
2/18/2026Mercer Global Advisors Inc. ADV7,506$1.54M0.0%-49.6%0.026%
2/18/2026Virtue Capital Management LLC12,478$2.57M0.1%+1,448.1%0.043%
2/18/2026Beacon Pointe Advisors LLC25,601$5.24M0.0%+598.3%0.088%
2/18/2026NewEdge Advisors LLC5,208$1.07M0.0%-28.1%0.018%
2/18/2026Empowered Funds LLC1,294$265K0.0%N/A0.004%
2/18/2026XTX Topco Ltd1,023$210K0.0%-57.3%0.004%


VOOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 424 institutional investors and hedge funds held shares of Vanguard S&P 500 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($380.29M), Morgan Stanley ($231.29M), UBS Group AG ($135.93M), JPMorgan Chase & Co. ($119.58M), Cetera Investment Advisers ($104.84M), LPL Financial LLC ($104.04M), and Corient Private Wealth LLC ($75.77M).Learn more on Vanguard S&P 500 Value ETF's institutional investors.

Of the 354 institutional investors that purchased Vanguard S&P 500 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($626.12K), Raymond James Financial Inc. ($559.88K), Corient Private Wealth LLC ($393.91K), Bank of America Corp DE ($232.92K), Strategic Financial Concepts LLC ($189.90K), Prudential Financial Inc. ($161.70K), and JPMorgan Chase & Co. ($125.88K).

Institutional investors have bought a total of 2,073,781 shares in the last 24 months. This purchase volume represents approximately $407.26M in transactions.

Of the 163 institutional investors that sold Vanguard S&P 500 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($178.62K), Northwestern Mutual Wealth Management Co. ($79.75K), Commonwealth Equity Services LLC ($57.46K), Mather Group LLC. ($56.07K), Mesirow Financial Investment Management Inc. ($53.13K), MGO One Seven LLC ($47.75K), and AA Financial Advisors LLC ($43.88K).

Institutional investors have sold a total of 1,057,272 shares in the last 24 months. This volume of shares sold represents approximately $211.41M in transactions.



This page (NYSEARCA:VOOV) was last updated on 7/21/2026 by MarketBeat.com Staff.
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