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

Vanguard S&P 500 Value ETF logo
$228.00 +0.36 (+0.16%)
As of 10:10 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$245.59M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$205.09M
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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
8/27/2026 Corient Private Wealth LP297,405$65.19M0.1%-2.6%1.009%
8/26/2026 HighTower Advisors LLC182,867$40.09M0.0%-2.5%0.620%
8/25/2026 Tobias Financial Advisors Inc.4,256$933K0.1%-3.8%0.014%
8/23/2026 Ameritas Advisory Services LLC7,703$1.69M0.0%+3.4%0.026%
8/23/2026 Kintra Wealth LLC13,558$3.11M0.2%+1.1%0.046%
8/23/2026 Guardian Wealth Management Inc.1,307$287K0.1%+3.6%0.004%
8/23/2026 HB Wealth Management LLC1,720$377K0.0%N/A0.006%
8/22/2026 TD Waterhouse Canada Inc.7,678$1.69M0.0%-1.0%0.026%
8/21/2026 Lowery Thomas LLC31,153$6.83M3.3%+409.2%0.106%
8/21/2026 Beacon Capital Management LLC65,619$14.38M2.1%-7.7%0.223%
8/21/2026 Rodgers & Associates LTD7,617$1.67M0.1%+199.2%0.026%
8/21/2026 Continuum Advisory LLC809$177K0.0%N/A0.003%
8/21/2026 Capital Wealth Management LLC17,158$3.76M0.8%N/A0.058%
8/21/2026 Triumph Capital Management650$142K0.0%+2,141.4%0.002%
8/20/2026 Avant Capital LLC25,452$5.58M3.5%-1.0%0.086%
8/20/2026 Susquehanna International Group LLP2,251$493K0.0%-86.0%0.008%
8/20/2026 Northwestern Mutual Wealth Management Co.64,651$14.17M0.0%-4.2%0.219%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,145$1.13M0.0%-1.6%0.017%
8/19/2026 Archer Investment Corp3,362$737K0.1%+19.5%0.011%
8/15/2026 First Bancorp Inc ME18,086$3.97M1.6%N/A0.061%
8/7/2026 Citizens Financial Group Inc. RI8,956$1.96M0.0%+19.1%0.030%
8/7/2026 BlackRock Inc.10,897$2.39M0.0%+40.5%0.037%
8/7/2026 Trust Co. of Vermont130$28K0.0%N/A0.000%
8/7/2026 Principle Wealth Partners LLC1,303$286K0.0%-14.4%0.004%
8/7/2026 OneDigital Investment Advisors LLC58,723$12.87M0.1%-44.2%0.199%
8/7/2026 Simplicity Wealth LLC5,785$1.27M0.0%N/A0.020%
8/6/2026 Global Retirement Partners LLC814$178K0.0%N/A0.003%
8/6/2026 Silverlake Wealth Management LLC3,211$704K0.1%+12.3%0.011%
8/6/2026 Centric Wealth Management3,088$682K0.1%+100.0%0.010%
8/6/2026 Focus Partners Advisor Solutions LLC1,813$397K0.0%N/A0.006%
8/5/2026 HighTower Advisors LLC182,867$40.09M0.0%-2.5%0.620%
8/5/2026 Janney Montgomery Scott LLC20,254$4.44M0.0%+8.0%0.069%
8/5/2026 Beacon Bridge Wealth Partners LLC7,946$1.74M0.5%-1.3%0.027%
8/5/2026 Fifth Third Bancorp20,411$4.47M0.0%-1.0%0.069%
8/4/2026 Choreo LLC4,829$1.06M0.0%-5.0%0.016%
8/4/2026 Archer Investment Corp3,362$737K0.1%+19.5%0.011%
8/4/2026 Gutierrez Wealth Advisory LLC1,373$301K0.2%+19.8%0.005%
8/3/2026 Phillips Financial Management LLC71,681$15.71M1.2%-14.5%0.243%
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%
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Elon Musk calls it the most disruptive force in history. Sam Altman is reportedly preparing a new venture after OpenAI, one some say could be 500 times bigger than ChatGPT. Test staff are said to be bound by law to keep details secret, and three lesser-known stocks may be tied to this next chapter in AI.tc pixel

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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%
6/18/2026 Western 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%
6/3/2026 NewEdge Advisors LLC3,532$720K0.0%-32.2%0.012%
6/1/2026 Flagship 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%
5/22/2026 Verus Capital Partners LLC1,151$235K0.0%-48.5%0.004%
5/19/2026 Western Wealth Management LLC2,248$458K0.0%-2.8%0.008%
5/19/2026 NewEdge Advisors LLC3,330$679K0.0%-36.1%0.011%
5/19/2026 Bank of America Corp DE1,866,106$380.29M0.0%+1.4%6.313%
5/19/2026 Centaurus Financial Inc.6,989$1.42M0.1%+4.3%0.024%
5/19/2026 Arkadios Wealth Advisors1,211$247K0.0%-34.9%0.004%
5/18/2026 Royal Bank of Canada106,095$21.62M0.0%+17.8%0.359%
5/16/2026 Quantinno Capital Management LP5,174$1.05M0.0%-34.7%0.018%
5/16/2026 Lazard Asset Management LLC15,829$3.23M0.0%+1.3%0.054%
5/15/2026 Waverly Advisors LLC2,656$541K0.0%+9.6%0.009%
5/14/2026 Compound Planning Inc.1,498$305K0.0%+11.3%0.005%
5/14/2026 Lido Advisors LLC2,833$578K0.0%+47.6%0.010%
5/13/2026 Cetera Investment Advisers514,433$104.84M0.1%+1.4%1.740%
5/13/2026 NewEdge Wealth LLC8,515$1.74M0.0%N/A0.029%
5/7/2026 Florida Financial Advisors LLC1,693$345K0.1%+11.1%0.006%
5/7/2026 Grant Street Asset Management Inc.152,483$31.08M6.0%+2.7%0.516%
5/6/2026 Zhang Financial LLC107,875$21.98M0.8%+4.3%0.365%
5/6/2026 Independent Financial Group LLC4,302$877K0.0%N/A0.015%
5/5/2026 Geneos Wealth Management Inc.370$76K0.0%-13.3%0.001%
5/5/2026Signet Financial Management LLC16,646$3.39M0.4%-5.2%0.056%
5/5/2026 Sanctuary Advisors LLC7,721$1.57M0.0%-8.6%0.026%
5/4/2026 Lutz Financial Services LLC72,295$14.73M1.0%-2.5%0.245%
5/4/2026 Chicago Partners Investment Group LLC1,003$213K0.0%-28.7%0.003%
5/2/2026 Avion Wealth6,392$1.30M0.3%-2.9%0.022%
5/2/2026 Diversify Wealth Management LLC4,560$972K0.0%N/A0.015%
5/2/2026 Valmark Advisers Inc.18,319$3.73M0.0%-1.5%0.062%
5/1/2026 Fifth Third Bancorp20,612$4.20M0.0%N/A0.070%
5/1/2026 Conning 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%
4/30/2026 Kestra Advisory Services LLC42,536$8.67M0.0%+7.5%0.144%
4/29/2026 Warner Group LLC1,650$336K0.2%+33.4%0.006%
4/29/2026 Northwest Wealth Advisors LLC4,194$855K0.6%-18.5%0.014%
4/28/2026 Ascentis Independent Advisors125$25K0.0%N/A0.000%
These 3 Stocks Could Soar as Sam Altman Announces New Venture After OpenAI (Ad)

Elon Musk calls it the most disruptive force in history. Sam Altman is reportedly preparing a new venture after OpenAI, one some say could be 500 times bigger than ChatGPT. Test staff are said to be bound by law to keep details secret, and three lesser-known stocks may be tied to this next chapter in AI.tc pixel

Click here to see the stocks linked to Altman's next big move
4/28/2026 Stephens Inc. AR3,241$660K0.0%+4.0%0.011%
4/28/2026 WBH 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%
4/27/2026 World Investment Advisors4,778$974K0.0%-2.6%0.016%
4/27/2026 Turtle Creek Wealth Advisors LLC2,755$561K0.0%-26.6%0.009%
4/27/2026 Private Advisor Group LLC89,232$18.19M0.1%-12.1%0.302%
4/25/2026 Keybank National Association OH18,335$3.74M0.0%-12.4%0.062%
4/25/2026 Physician Wealth Advisors Inc.710$145K0.0%N/A0.002%
4/25/2026 Innova Wealth Partners6,241$1.27M0.6%+24.2%0.021%
4/24/2026 Root Financial Partners LLC2,472$504K0.0%+7.8%0.008%


VOOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 422 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 346 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 1,203,073 shares in the last 24 months. This purchase volume represents approximately $245.59M in transactions.

Of the 144 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. ($76.78K), Commonwealth Equity Services LLC ($57.46K), Mather Group LLC. ($56.07K), OneDigital Investment Advisors LLC ($47.75K), Mesirow Financial Investment Management Inc. ($47.23K), and AA Financial Advisors LLC ($43.88K).

Institutional investors have sold a total of 1,007,757 shares in the last 24 months. This volume of shares sold represents approximately $205.09M in transactions.



Institutional ownership data for NYSEARCA:VOOV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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