VOOV institutional holders

Vanguard S&P 500 Value ETF · 473 reporting institutions · $2.7B reported value

Funds that can replace VOOV · VOOV return decomposition

Institutional holdings

Institutions reporting VOOV, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$412.5M02026-06-30
Morgan Stanley$263.8M23,1852026-06-30
UBS Group AG$138.4M02026-06-30
Jpmorgan Chase & Co$116.2M02026-06-30
Cetera Investment Advisers$112.8M10,3702026-06-30
Lpl Financial LLC$107.1M23,4582026-06-30
Ameriprise Financial Inc$80.6M02026-06-30
Raymond James Financial Inc$80.6M02026-06-30
Shakespeare Wealth Management, LLC$76.4M62026-06-30
Osaic Holdings, Inc.$67.4M02026-06-30
Corient Private Wealth LP$65.2M6742026-06-30
Wells Fargo & Company/mn$63.7M02026-06-30
Stordahl Capital Management, Inc.$54.7M62026-06-30
Hightower Advisors, LLC$40.1M1,0462026-06-30
Envestnet Pmc$35.6M602026-06-30
Grant Street Asset Management, Inc.$34.7M82026-06-30
Zhang Financial LLC$27.2M202026-06-30
Petredis Investment Advisors LLC$26.4M72026-06-30
Modern Wealth Management, LLC$21.7M1612026-06-30
Royal Bank of Canada$21M02026-06-30
Mma Asset Management LLC$19.5M202026-06-30
Pathstone Holdings, LLC$19.3M02026-06-30
Mesirow Financial Investment Management, Inc.$18.7M922026-06-30
Graves Light Lenhart Wealth, Inc.$17.3M82026-06-30
Merit Financial Group, LLC$16.9M2952026-06-30
Savant Wealth Management$16.2M4052026-06-30
Lutz Financial Services LLC$15.7M152026-06-30
Phillips Financial Management, LLC$15.7M152026-06-30
Private Advisor Group, LLC$15.5M9272026-06-30
Sanctuary Advisors, LLC$14.9M4012026-06-30
Beacon Capital Management, LLC$14.4M192026-06-30
Northwestern Mutual Wealth Management Co$14.2M02026-06-30
Cascades Capital Asset Management, LLC$14.2M32026-06-30
Jones Financial Companies LLLP$13.3M02026-06-30
Onedigital Investment Advisors LLC$12.9M3862026-06-30
Aspire Growth Partners LLC$12.8M32026-06-30
Conning Inc.$12.5M12026-06-30
Garde Capital, Inc.$12M92026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$11.3M992026-06-30
Summit Financial, LLC$11M2292026-06-30
Relyea Zuckerberg Hanson LLC$10.9M72026-06-30
Rockefeller Capital Management LP$10.3M3462026-06-30
Composition Wealth, LLC$10.1M762026-06-30
Ehrlich Financial Group$10M42026-06-30
First Bank & Trust$10M02026-06-30
Stifel Financial Corp$9.8M02026-06-30
Cary Street Partners Financial LLC$9.8M02026-06-30
Mariner, LLC$9.6M02026-06-30
Mgo One Seven LLC$9.6M1182026-06-30
&partners$9.4M5552026-06-30
Cerity Partners LLC$9.2M7772026-06-30
Blue Trust, Inc.$9.2M02026-06-30
Connecticut Wealth Management, LLC$9M502026-06-30
Kestra Advisory Services, LLC$8.8M1,4792026-06-30
Prudential Financial Inc$8.3M02026-06-30
Fmr LLC$8M02026-06-30
Mutual Advisors, LLC$7.8M1532026-06-30
Goldman Sachs Group Inc$7.1M02026-06-30
Keystone Financial Group$7.1M342026-06-30
Commonwealth Equity Services, LLC$6.9M2,8632026-06-30
Strategies Wealth Advisors, LLC$6.9M182026-06-30
Flagship Wealth Advisors, LLC$6.8M92026-06-30
Truist Financial Corp$6.7M02026-06-30
Stratos Wealth Advisors, LLC$6.5M712026-06-30
MML Investors Services, LLC$6.2M5,1202026-06-30
Moneta Group Investment Advisors LLC$6.1M2562026-06-30
Ramiah Investment Group$6.1M02026-06-30
Fairscale Capital, LLC$6M32026-06-30
Hoxton Planning & Management, LLC$5.9M52026-06-30
Blair William & Co/il$5.8M3292026-06-30
Avant Capital, LLC$5.6M22026-06-30
Delta Wealth Advisors LLC$5M32026-06-30
Brown Advisory Inc$5M02026-06-30
The Caprock Group, LLC$4.8M512026-06-30
Fifth Third Bancorp$4.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$4.4M1,0262026-06-30
Balanced Wealth Group LLC$4.4M52026-06-30
Midwest Financial Network, LLC$4.4M22026-06-30
Farther Finance Advisors, LLC$4.2M3342026-06-30
Oneascent Financial Services LLC$4.2M852026-06-30
Comerica Bank$4.2M02025-12-31
Beacon Pointe Advisors, LLC$4.1M4662026-06-30
Keybank National Association/oh$4M02026-06-30
First Bancorp, Inc /me$4M02026-06-30
Valmark Advisers, Inc.$4M2952026-06-30
Beacon Financial Planning, Inc$3.9M62026-06-30
Wbh Advisory Inc$3.9M112026-06-30
Allworth Financial, LP$3.8M3172026-06-30
Iams Wealth Management, LLC$3.7M532026-06-30
North Star Investment Management Corporation$3.6M112026-06-30
Flagship Harbor Advisors, LLC$3.6M602026-06-30
Lazard Asset Management LLC$3.5M322026-06-30
Encompass Wealth Advisors, LLC$3.4M42026-06-30
Signet Financial Management, LLC$3.4M122026-03-31
Insight 2811, Inc.$3.3M72026-06-30
Kintra Wealth, LLC$3.1M472026-06-30
Constellation Investments, Inc.$3.1M02026-06-30
Baird Financial Group, Inc.$2.9M02026-06-30
Fifth Third Securities, Inc.$2.9M1,0142026-06-30
Hfg Advisors, Inc.$2.9M02026-06-30
Captrust Financial Advisors$2.8M9622026-06-30
Mai Capital Management$2.8M3082026-06-30
Mercer Global Advisors Inc /adv$2.8M02026-06-30
Prospera Financial Services, Inc.$2.7M2702026-06-30
Titleist Asset Management, LLC$2.6M432026-06-30
Focus Partners Wealth$2.6M1,0482026-06-30
Pks Advisory Services, LLC$2.5M462026-06-30
J.W. Cole Advisors, Inc.$2.5M4992026-06-30
TD Private Client Wealth LLC$2.4M5352026-06-30
Blackrock, Inc.$2.4M02026-06-30
Equitable Holdings, Inc.$2.4M02026-06-30
Essex Financial Services, Inc.$2.4M332026-06-30
Aqr Capital Management LLC$2.3M12026-06-30
Arlington Trust Co LLC$2.3M02026-06-30
Ascent Capital Management, LLC$2.2M02025-09-30
Clientfirst Wealth Management, LLC$2.2M22026-06-30
Gotham Asset Management, LLC$2.1M52026-06-30
Virtue Capital Management, LLC$2.1M892026-06-30
Summit Trail Advisors, LLC$2.1M272026-06-30
Modera Wealth Management, LLC$2.1M1352026-06-30
Johnson Investment Counsel Inc$2.1M652026-06-30
Mosaic Family Wealth Partners, LLC$2.1M192026-06-30
Avior Wealth Management, LLC$2M692026-06-30
Stonebridge Financial Planning Group, LLC$2M52026-06-30
Citizens Financial Group Inc/ri$2M02026-06-30
Allen Investment Management, LLC$1.9M62026-06-30
Innova Wealth Partners$1.9M62026-06-30
Wealthspire Advisors, LLC$1.9M2372026-06-30
New Edge Wealth$1.9M1512026-06-30
US Bancorp$1.8M02026-06-30
Expressive Wealth LLC$1.8M82026-06-30
Mather Group, Llc.$1.8M1102026-06-30
Beacon Bridge Wealth Partners, LLC$1.7M62026-06-30
Brookstone Capital Management$1.7M3372026-06-30
Fortress Private Ledger, LLC$1.7M192026-06-30
TD Waterhouse Canada Inc.$1.7M02026-06-30
Ameritas Advisory Services, LLC$1.7M5502026-06-30
Creative Planning$1.7M1,1712026-06-30
Corecap Advisors, LLC$1.7M1182026-06-30
Sierra Capital LLC$1.7M72026-06-30
Apollon Financial, LLC$1.6M202026-06-30
Bragg Financial Advisors Inc$1.6M152026-06-30
Regal Investment Advisors LLC$1.5M1172026-06-30
Bank of Montreal /can$1.5M02026-06-30
Archer Investment Corp$1.5M782026-06-30
Evergreen Capital Management LLC$1.4M282026-06-30
Northern Lights Advisors, Inc.$1.4M42026-06-30
Intrua Financial, LLC$1.4M362026-06-30
Townsquare Capital LLC$1.4M212026-06-30
Evercore Wealth Management, LLC$1.4M02026-06-30
Compass Financial Group, Inc/sd$1.4M72026-06-30
Apeiron RIA LLC$1.4M112026-06-30
Gemmer Asset Management LLC$1.3M82026-06-30
Northern Trust Corp$1.3M02026-06-30
Lowery Thomas, LLC$1.3M32026-06-30
Federation Des Caisses Desjardins Du Quebec$1.3M02026-06-30
Great Valley Advisor Group, LLC$1.3M2052026-06-30
Highpoint Advisor Group LLC$1.3M1142026-06-30
Simplicity Wealth, LLC$1.3M02026-06-30
Kwb Wealth$1.2M102026-06-30
Fiera Capital Corp$1.2M02026-06-30
Stratos Wealth Partners, Ltd.$1.2M3862026-06-30
Capital Advisors Wealth Management, LLC$1.2M62026-06-30
Bluesphere Advisors LLC$1.2M42026-06-30
Security Financial Services, Inc.$1.2M102026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$1.1M02026-06-30
Diversify Advisory Services, LLC$1.1M1162026-06-30
Diversify Wealth Management, LLC$1.1M782026-06-30
Magnolia Capital Advisors LLC$1.1M162026-06-30
Atria Investments, Inc$1.1M62026-06-30
Rps Advisory Solutions LLC$1.1M42026-06-30
D.A. Davidson & Co.$1.1M6892026-06-30
Integrated Wealth Concepts LLC$1.1M4802026-06-30
Choreo, LLC$1.1M1482026-06-30
Quantinno Capital Management LP$1.1M02026-06-30
Visionary Wealth Advisors$1.1M462026-06-30
Scs Capital Management LLC$1.1M802026-06-30
Beaird Harris Wealth Management, LLC$1M182026-06-30
Santori & Peters, Inc.$1M42026-06-30
Capital Asset Managemnet, LLC$1M02026-06-30
Beaumont Asset Management, LLC$985.3K32026-06-30
World Investment Advisors$971.9K3592026-06-30
Integrity Alliance, Llc.$968.2K3532026-06-30
Independent Financial Group, LLC$967.4K4812026-06-30
Wedmont Private Capital$961.4K122026-06-30
Soltis Investment Advisors LLC$948.4K782026-06-30
Tobias Financial Advisors, Inc.$933K82026-06-30
Naples Global Advisors, LLC$931K162026-06-30
Lvw Advisors, LLC$928.6K82026-06-30
West Invest$914.4K72026-06-30
Principal Securities, Inc.$904.9K1,4632026-06-30
Verum Partners LLC$900.9K162026-06-30
Rfg Advisory, LLC$888.3K1912026-06-30
Sherman Wealth Management LLC$876.8K32026-06-30
Msh Capital Advisors LLC$876.7K202026-06-30
Arbor Investment Advisors, LLC$862.8K52026-06-30
Certuity, LLC$845.4K242026-06-30
Midfirst Bank$844.4K02026-06-30
Newedge Advisors$815K6012026-06-30
Harbour Investments, Inc.$804.5K2472026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$794.9K02026-06-30
Renaissance Technologies LLC$789.2K02026-06-30
Creekside Partners$775.6K22026-06-30
Marshall Financial Group, LLC$766.5K142026-06-30
Cozad Asset Management Inc$764.8K202026-06-30
Kingsview Wealth Management, LLC$761.4K1152026-06-30
West Bancorporation Inc$756.3K02026-06-30
Wealthcare Investment Partners LLC$744K62026-06-30
Midatlantic Capital Management, Inc.$742.5K22026-06-30
Smartleaf Asset Management LLC$740.6K92026-06-30
Verus Wealth Management, LLC$726.2K12026-06-30
Pinnacle Bancorp, Inc.$718.1K02026-06-30
Silver Oak Securities, Incorporated$713.4K1172026-06-30
Silverlake Wealth Management LLC$703.9K92026-06-30
Vanguard Advisers Inc$700K2,4692026-06-30
Magnus Financial Group LLC$689.7K102026-06-30
Stephens Inc /ar$689K2432026-06-30
Centric Wealth Management$682.3K72026-06-30
Ascentis Wealth Management, LLC$680K82026-06-30
Thryve Wealth Management$658.9K42026-06-30
Sightline Wealth Advisors, LLC$657.6K42026-06-30
CIBC Bancorp USA Inc.$646.6K02026-06-30
Advisory Services Network$646.1K2532026-06-30
Kropog Financial Group, LLC$640.6K42026-06-30
Steward Partners Investment Advisory, LLC$621.4K4812026-06-30
Rodgers & Associates, Ltd$619.9K122026-06-30
Seia$614.7K1412026-06-30
Turtle Creek Wealth Advisors, LLC$603.9K172026-06-30
Arax Advisory Partners$597K2322026-06-30
Bluechip Wealth Advisors LLC$586.4K62026-06-30
Waverly Advisors, LLC$582.2K2312026-06-30
Lido Advisors, LLC$579.2K3202026-06-30
Vanguard Group Inc$577.1K02025-12-31
Warner Wealth$574.8K112026-06-30
Ae Wealth Management LLC$571.7K4712026-06-30
Affinity Capital Advisors, LLC$568.6K52026-06-30
Creative Financial Designs Inc /adv$568.5K02026-06-30
Shulman Demeo Asset Management, LLC$564.2K42026-06-30
Sbi Securities Co., Ltd.$563.2K02026-06-30
Pinnacle Financial Group, LLC / Il$548K42026-06-30
Bhk Investment Advisors, LLC$548K52026-06-30
Root Financial Partners, LLC$541.2K642026-06-30
Roundview Capital, LLC$531.5K52026-06-30
Cwm, LLC$525.6K6672026-03-31
Confluence Wealth Services, Inc.$513.7K452026-06-30
Ep Wealth Advisors, LLC$513.7K3382026-06-30
Axxcess Wealth Management, LLC$512.7K382026-06-30
Apollon Wealth Management, LLC$511.5K1512026-06-30
Kestra Private Wealth Services, LLC$499.9K2062026-06-30
Western Wealth Management, LLC$493.6K1122026-06-30

The 250 largest of 473 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30