VANGUARD S&P 500 VALUE ETF (VOOV) Institutional Shareholders
VANGUARD S&P 500 VALUE ETF (VOOV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.50B in VOOV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VOOV tracked by InsiderSet, reporting ownership valued at approximately $380.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $417.32M, representing an estimated gain of +9.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed VOOV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in VANGUARD S&P 500 VALUE ETF (VOOV).
This page ranks the largest institutional VOOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
443
Total Reported Value
$2.50B
Largest Holder
Bank Of America Corp
Largest Position
$380.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 1,866,106 | $380,293,673 | $417,317,285 | +$37,023,612 | +9.74% | |
| Morgan Stanley | 0.01% | 1,172,687 | $238,982,061 | $262,247,994 | +$23,265,933 | +9.74% | |
| Ubs Group Ag | 0.02% | 681,534 | $138,889,814 | $152,411,448 | +$13,521,634 | +9.74% | |
| Lpl Financial Llc | 0.03% | 592,977 | $120,842,729 | $132,607,447 | +$11,764,718 | +9.74% | |
| Cetera Investment Advisers | 0.11% | 514,433 | $104,836,219 | $115,042,652 | +$10,206,433 | +9.74% | |
| Raymond James Financial Inc | 0.03% | 438,054 | $89,270,832 | $97,962,016 | +$8,691,184 | +9.74% | |
| Shakespeare Wealth Management, Llc | 20.23% | 348,545 | $76,404,451 | $77,945,118 | +$1,540,667 | +2.02% | |
| Ameriprise Financial Inc | 0.02% | 374,650 | $76,289,034 | $83,782,980 | +$7,493,946 | +9.82% | |
| Corient Private Wealth Llc | 0.09% | 305,202 | $62,198,349 | $68,252,323 | +$6,053,974 | +9.73% | |
| Osaic Holdings, Inc. | 0.09% | 299,951 | $61,229,384 | $67,078,042 | +$5,848,658 | +9.55% | |
| Wells Fargo & Company/Mn | 0.01% | 270,396 | $55,103,956 | $60,468,657 | +$5,364,701 | +9.74% | |
| Stordahl Capital Management, Inc. | 10.03% | 249,707 | $54,738,196 | $55,841,976 | +$1,103,780 | +2.02% | |
| Hightower Advisors, Llc | 0.04% | 187,521 | $38,215,100 | $41,935,321 | +$3,720,221 | +9.73% | |
| Envestnet Asset Management Inc | 0.01% | 162,498 | $35,621,194 | $36,339,428 | +$718,234 | +2.02% | |
| Prudential Financial Inc | 0.04% | 159,960 | $32,598,248 | $35,771,855 | +$3,173,607 | +9.74% | |
| Grant Street Asset Management, Inc. | 5.99% | 152,483 | $31,074,607 | $34,099,773 | +$3,025,166 | +9.74% | |
| Zhang Financial Llc | 0.79% | 124,151 | $27,215,227 | $27,763,888 | +$548,661 | +2.02% | |
| Petredis Investment Advisors Llc | 1.78% | 120,521 | $26,419,367 | $26,952,111 | +$532,744 | +2.02% | |
| Royal Bank Of Canada | 0.00% | 106,095 | $21,621,000 | $23,726,025 | +$2,105,025 | +9.74% | |
| Onedigital Investment Advisors Llc | 0.21% | 105,185 | $21,435,719 | $23,522,522 | +$2,086,803 | +9.74% | |
| Pathstone Holdings, Llc | 0.08% | 98,361 | $20,044,484 | $21,996,470 | +$1,951,986 | +9.74% | |
| Mesirow Financial Investment Management, Inc. | 0.29% | 85,349 | $18,709,488 | $19,086,597 | +$377,109 | +2.02% | |
| Mma Asset Management Llc | 6.16% | 85,908 | $17,507,191 | $19,211,606 | +$1,704,415 | +9.74% | |
| Graves Light Lenhart Wealth, Inc. | 1.62% | 79,037 | $17,325,749 | $17,675,044 | +$349,295 | +2.02% | |
| Merit Financial Group, Llc | 0.10% | 76,962 | $16,870,824 | $17,211,012 | +$340,188 | +2.02% | |
| Phillips Financial Management, Llc | 1.15% | 71,681 | $15,713,192 | $16,030,022 | +$316,830 | +2.02% | |
| Private Advisor Group, Llc | 0.07% | 70,921 | $15,546,478 | $15,860,063 | +$313,585 | +2.02% | |
| Lutz Financial Services Llc | 0.99% | 72,295 | $14,732,903 | $16,167,331 | +$1,434,428 | +9.74% | |
| Beacon Capital Management, Llc | 2.11% | 65,619 | $14,384,318 | $14,674,377 | +$290,059 | +2.02% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 67,511 | $13,758,129 | $15,097,485 | +$1,339,356 | +9.74% | |
| Cascades Capital Asset Management, Llc | 5.60% | 65,576 | $13,363,812 | $14,664,761 | +$1,300,949 | +9.73% | |
| Aspire Growth Partners Llc | 7.42% | 58,292 | $12,778,212 | $13,035,840 | +$257,628 | +2.02% | |
| Conning Inc. | 0.38% | 57,210 | $12,541,004 | $12,793,872 | +$252,868 | +2.02% | |
| Garde Capital, Inc. | 0.54% | 54,713 | $11,993,637 | $12,235,468 | +$241,831 | +2.02% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.15% | 51,736 | $11,340,973 | $11,569,722 | +$228,749 | +2.02% | |
| Relyea Zuckerberg Hanson Llc | 0.91% | 49,919 | $10,942,734 | $11,163,386 | +$220,652 | +2.02% | |
| Goldman Sachs Group Inc | 0.00% | 50,733 | $10,338,878 | $11,345,421 | +$1,006,543 | +9.74% | |
| Summit Financial, Llc | 0.13% | 50,281 | $10,246,726 | $11,244,340 | +$997,614 | +9.74% | |
| Jones Financial Companies Lllp | 0.00% | 50,850 | $10,188,219 | $11,371,586 | +$1,183,367 | +11.62% | |
| Composition Wealth, Llc | 0.12% | 46,170 | $10,120,858 | $10,324,997 | +$204,139 | +2.02% | |
| Ehrlich Financial Group | 5.17% | 45,811 | $10,042,229 | $10,244,714 | +$202,485 | +2.02% | |
| First Bank & Trust | 1.48% | 45,762 | $10,031,488 | $10,233,756 | +$202,268 | +2.02% | |
| Rockefeller Capital Management L.P. | 0.02% | 49,089 | $10,004,110 | $10,977,773 | +$973,663 | +9.73% | |
| Cary Street Partners Financial Llc | 0.21% | 44,578 | $9,771,866 | $9,968,978 | +$197,112 | +2.02% | |
| Mgo One Seven Llc | 0.16% | 43,783 | $9,597,687 | $9,791,192 | +$193,505 | +2.02% | |
| Stifel Financial Corp | 0.01% | 46,024 | $9,377,874 | $10,292,347 | +$914,473 | +9.75% | |
| Mutual Advisors, Llc | 0.20% | 45,499 | $9,272,238 | $10,174,941 | +$902,703 | +9.74% | |
| Blue Trust, Inc. | 0.10% | 41,824 | $9,168,133 | $9,353,101 | +$184,968 | +2.02% | |
| Mariner, Llc | 0.01% | 44,607 | $9,090,465 | $9,975,463 | +$884,998 | +9.74% | |
| Connecticut Wealth Management, Llc | 0.33% | 41,084 | $9,006,024 | $9,187,615 | +$181,591 | +2.02% |
Frequently asked questions about VOOV
Who owns the most VOOV stock?
The largest holders of VOOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD S&P 500 VALUE ETF (VOOV).
Is VOOV widely held by superinvestors?
Many widely followed stocks like VOOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VOOV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.