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VOOV Institutional Ownership

Vanguard S&P 500 Value ETF
1W: -1.1% 1M: -3.0% 3M: -0.6% YTD: +7.8% 1Y: +10.8% 3Y: +55.7% 5Y: +67.5%
$221.62
+0.85 (+0.39%)
 
Weekly Expected Move ±1.2%
$216 $219 $222 $224 $227
ETF AMEX · AUM $6.6B

Institutional Ownership — VOOV

476
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
42
New Positions
140
Increased
166
Reduced
19
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (509 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 1,881,920 417M +15,814 +0.8% 15Q SEC ↗
2 MORGAN STANLEY 1,203,289 267M +30,602 +2.6% 60Q SEC ↗
3 UBS Group AG 631,279 140M -50,255 -7.4% 47Q SEC ↗
4 JPMORGAN CHASE & CO 530,288 118M +48,680 +10.1% 35Q SEC ↗
5 Cetera Investment Advisers 514,718 114M +285 +0.1% 22Q SEC ↗
6 LPL Financial LLC 488,679 108M -104,298 -17.6% 54Q SEC ↗
7 AMERIPRISE FINANCIAL INC 367,875 82M -6,775 -1.8% 16Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 367,536 81M -70,518 -16.1% 7Q SEC ↗
9 Shakespeare Wealth Management, LLC 348,545 77M +66,572 +23.6% 26Q SEC ↗
10 OSAIC HOLDINGS, INC. 306,817 68M +6,866 +2.3% 26Q SEC ↗
11 Corient Private Wealth LP 297,405 66M -7,797 -2.6% 15Q SEC ↗
12 WELLS FARGO & COMPANY/MN 290,756 64M +20,360 +7.5% 64Q SEC ↗
13 Stordahl Capital Management, Inc. 249,707 55M +4,286 +1.7% 35Q SEC ↗
14 HighTower Advisors, LLC 182,867 41M -4,654 -2.5% 22Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 162,498 36M +446 +0.3% 32Q SEC ↗
16 Grant Street Asset Management, Inc. 158,481 35M +5,998 +3.9% 17Q SEC ↗
17 Zhang Financial LLC 124,151 28M +16,276 +15.1% 12Q SEC ↗
18 PETREDIS INVESTMENT ADVISORS LLC 120,521 27M -1,929 -1.6% 15Q SEC ↗
19 Modern Wealth Management, LLC NEW 99,005 22M — +0.0% 1Q SEC ↗
20 ROYAL BANK OF CANADA 95,833 21M -10,262 -9.7% 56Q SEC ↗
21 Cambridge Investment Research Advisors 95,681 21M +11,865 +14.2% 53Q SEC ↗
22 MMA ASSET MANAGEMENT LLC 89,033 20M +3,125 +3.6% 2Q SEC ↗
23 Pathstone Holdings, LLC 87,890 19M -10,471 -10.6% 11Q SEC ↗
24 Mesirow Financial Investment Managemen 85,349 19M +1,723 +2.1% 11Q SEC ↗
25 Graves Light Lenhart Wealth, Inc. 79,037 18M +8,655 +12.3% 23Q SEC ↗
26 Merit Financial Group, LLC 76,962 17M -67 -0.1% 18Q SEC ↗
27 Savant Capital, LLC 76,729 17M +38,584 +101.2% 14Q SEC ↗
28 Lutz Financial Services LLC 71,734 16M -561 -0.8% 35Q SEC ↗
29 PHILLIPS FINANCIAL MANAGEMENT, LLC 71,681 16M -12,173 -14.5% 59Q SEC ↗
30 Private Advisor Group, LLC 70,921 16M -18,311 -20.5% 50Q SEC ↗
31 Sanctuary Advisors, LLC 67,789 15M +60,068 +778.0% 6Q SEC ↗
32 Beacon Capital Management, LLC 65,619 15M -5,500 -7.7% 18Q SEC ↗
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 64,651 14M -2,860 -4.2% 39Q SEC ↗
34 Cascades Capital Asset Management, LLC 64,580 14M -996 -1.5% 8Q SEC ↗
35 JONES FINANCIAL COMPANIES LLLP 60,815 13M +9,965 +19.6% 9Q SEC ↗
36 OneDigital Investment Advisors LLC 58,723 13M -46,462 -44.2% 19Q SEC ↗
37 Aspire Growth Partners LLC 58,292 13M +3,906 +7.2% 7Q SEC ↗
38 CONNING INC. 57,210 13M -3,267 -5.4% 5Q SEC ↗
39 Garde Capital, Inc. 54,713 12M +26,700 +95.3% 11Q SEC ↗
40 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 51,736 11M +31,031 +149.9% 2Q SEC ↗
41 Summit Financial, LLC 50,408 11M +127 +0.3% 4Q SEC ↗
42 Relyea Zuckerberg Hanson LLC 49,919 11M -278 -0.6% 26Q SEC ↗
43 Betterment LLC 49,352 11M -1,295 -2.6% 31Q SEC ↗
44 Rockefeller Capital Management L.P. 47,142 10M -1,947 -4.0% 30Q SEC ↗
45 Lotus Asset Management LLC NEW 46,932 10M — +0.0% 1Q SEC ↗
46 Composition Wealth, LLC 46,170 10M -788 -1.7% 24Q SEC ↗
47 EHRLICH FINANCIAL GROUP 45,811 10M +7,099 +18.3% 2Q SEC ↗
48 First Bank & Trust 45,762 10M — +0.0% 25Q SEC ↗
49 CARY STREET PARTNERS FINANCIAL LLC 44,578 10M +830 +1.9% 7Q SEC ↗
50 STIFEL FINANCIAL CORP 44,578 10M -1,446 -3.1% 41Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Shakespeare Wealth Management, LLC +66,572 +23.6% 348,545
Sanctuary Advisors, LLC +60,068 +778.0% 67,789
JPMORGAN CHASE & CO +48,680 +10.1% 530,288
Savant Capital, LLC +38,584 +101.2% 76,729
CLIFTONLARSONALLEN WEALTH ADVISORS, +31,031 +149.9% 51,736
MORGAN STANLEY +30,602 +2.6% 1,203,289
Garde Capital, Inc. +26,700 +95.3% 54,713
WELLS FARGO & COMPANY/MN +20,360 +7.5% 290,756
Zhang Financial LLC +16,276 +15.1% 124,151
BANK OF AMERICA CORP /DE +15,814 +0.8% 1,881,920
FLAGSHIP WEALTH ADVISORS, LLC +14,536 +87.0% 31,246
Cambridge Investment Research Advis +11,865 +14.2% 95,681
JONES FINANCIAL COMPANIES LLLP +9,965 +19.6% 60,815
MAI Capital Management +9,089 +262.2% 12,555
Graves Light Lenhart Wealth, Inc. +8,655 +12.3% 79,037
EHRLICH FINANCIAL GROUP +7,099 +18.3% 45,811
OSAIC HOLDINGS, INC. +6,866 +2.3% 306,817
Grant Street Asset Management, Inc. +5,998 +3.9% 158,481
Cerity Partners LLC +5,610 +15.5% 41,751
MERCER GLOBAL ADVISORS INC /ADV +5,588 +80.2% 12,553
Biggest Decreases (20)
HolderReducedChange %Total Shares
PRUDENTIAL FINANCIAL INC -122,100 -76.3% 37,860
LPL Financial LLC -104,298 -17.6% 488,679
RAYMOND JAMES FINANCIAL INC -70,518 -16.1% 367,536
UBS Group AG -50,255 -7.4% 631,279
OneDigital Investment Advisors LLC -46,462 -44.2% 58,723
Private Advisor Group, LLC -18,311 -20.5% 70,921
GOLDMAN SACHS GROUP INC -18,163 -35.8% 32,570
SUSQUEHANNA INTERNATIONAL GROUP, LL -13,819 -86.0% 2,251
WEALTH ENHANCEMENT ADVISORY SERVICE -12,257 -38.1% 19,872
PHILLIPS FINANCIAL MANAGEMENT, LLC -12,173 -14.5% 71,681
MGO ONE SEVEN LLC -11,167 -20.3% 43,783
Pathstone Holdings, LLC -10,471 -10.6% 87,890
ROYAL BANK OF CANADA -10,262 -9.7% 95,833
Mutual Advisors, LLC -10,032 -22.0% 35,467
Corient Private Wealth LP -7,797 -2.6% 297,405
AMERIPRISE FINANCIAL INC -6,775 -1.8% 367,875
AQR CAPITAL MANAGEMENT LLC -6,528 -38.0% 10,637
Beacon Capital Management, LLC -5,500 -7.7% 65,619
BROWN BROTHERS HARRIMAN & CO -5,100 -58.4% 3,626
Stratos Wealth Advisors, LLC -5,033 -14.6% 29,469

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms