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
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
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)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 99,005 | 22M |
| Lotus Asset Management LLC | 46,932 | 10M |
| OneAscent Financial Services LLC | 19,137 | 4M |
| PKS Advisory Services, LLC | 11,441 | 3M |
| J.W. COLE ADVISORS, INC. | 11,323 | 3M |
| Simplicity Wealth,LLC | 5,785 | 1M |
| Diversify Advisory Services, LLC | 5,006 | 1M |
| LVW Advisors, LLC | 4,236 | 939K |
| RENAISSANCE TECHNOLOGIES LLC | 3,600 | 798K |
| Ascentis Wealth Management, LLC | 3,102 | 687K |
| CIBC Bancorp USA Inc. | 2,950 | 654K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,339 | 518K |
| Apollon Wealth Management, LLC | 2,333 | 517K |
| Facet Wealth, Inc. | 2,187 | 485K |
| Focus Partners Advisor Solutions, L | 1,813 | 402K |
| HB Wealth Management, LLC | 1,720 | 381K |
| Robertson Stephens Wealth Managemen | 1,463 | 324K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 1,349 | 299K |
| HARBOR INVESTMENT ADVISORY, LLC | 1,307 | 290K |
| XTX Topco Ltd | 1,265 | 280K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AFFINITY WEALTH LLC | 120,654 | 27M |
| GTS SECURITIES LLC | 17,181 | 4M |
| EVOKE WEALTH, LLC | 9,089 | 2M |
| Accent Capital Management, LLC | 8,456 | 2M |
| Integrated Investment Consultants, | 7,793 | 2M |
| Envestnet Portfolio Solutions, Inc. | 6,067 | 1M |
| FLOW TRADERS U.S. LLC | 5,648 | 1M |
| Independent Advisor Alliance | 4,359 | 966K |
| Fortis Capital Advisors, LLC | 3,344 | 741K |
| ENDEAVOR PRIVATE WEALTH, INC. | 2,299 | 510K |
| SIMPLEX TRADING, LLC | 2,261 | 501K |
| Berkshire Money Management, Inc. | 2,142 | 475K |
| Range Advisory, LLC | 1,852 | 410K |
| Sigma Planning Corp | 1,646 | 365K |
| CITADEL ADVISORS LLC | 1,636 | 363K |
| Orion Porfolio Solutions, LLC | 1,477 | 327K |
| GERMAN AMERICAN BANCORP, INC. | 1,400 | 310K |
| Richmond Investment Services, LLC | 1,393 | 309K |
| SageView Advisory Group, LLC | 1,333 | 295K |
| Empowered Funds, LLC | 1,294 | 287K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | 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 |