Vanguard S&P 500 Value

VOOV • ARCA

Vanguard S&P 500 Value is an exchange-traded fund on ARCA. As of Q3 2025, 414 institutional investors hold shares in this ETF, with total holdings valued at $2.5B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $370.6M.

Overview

Overview of institutional ownership in VOOV as of Q3 2025

All Institutions

Institutions: 414
Value Held: $2.5B
Shares Held: 12.5M
Avg Position: $6.0M
Median Position: $544.5K

Hedge Funds

Hedge Funds: 5
Value Held: $5.7M
Shares Held: 28.5K
Avg Position: $1.1M
Median Position: $994.8K

Biggest Investors

Institutions with the largest positions in VOOV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$370.6M 0.03% of portfolio	1.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$227.1M 0.01% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
UBS Group AG Institution	Sergio P. Ermotti CEO	$126.9M 0.02% of portfolio	636.0K shares	Q4 2014 Held for 10y 11m	$511.54B
L LPL Financial LLC Institution	-	$119.0M 0.04% of portfolio	596.7K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$104.3M 0.12% of portfolio	523.1K shares	Q1 2021 Held for 4y 8m	$85.4B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$102.2M 0.01% of portfolio	512.6K shares	Q4 2017 Held for 7y 11m	$1.56T
C CI Private Wealth, LLC RIA/Wealth	Kurt Macalpine CEO	$76.6M 0.12% of portfolio	384.1K shares	Q4 2022 Held for 2y 11m	$63.4B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$70.9M 0.02% of portfolio	355.5K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
Pathstone Holdings, LLC Family Office	Matthew Jacob Fleissig CEO	$69.0M 0.26% of portfolio	345.8K shares	Q4 2023 Held for 1y 11m	$26.2B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$64.0M 0.02% of portfolio	320.8K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for VOOV in Q3 2025

Traded: +$14.9M
Buyers: 184
Sellers: 144
Total Bought: +$170.3M
Total Sold: −$155.4M
Avg Position: $5.8M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$83.0M +416.1K shares	$104.3M 523.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$15.0M +75.3K shares	$64.0M 320.8K shares
Summit Financial, LLC RIA/Wealth	+$6.9M +34.5K shares	$6.9M 34.5K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$6.1M +30.5K shares	$6.1M 30.5K shares
MORGAN STANLEY RIA/Wealth	+$6.1M +30.5K shares	$227.1M 1.1M shares
CONNING INC. Insurance Manager	+$4.8M +24.1K shares	$10.2M 50.9K shares
L LPL Financial LLC Institution	+$4.4M +22.1K shares	$119.0M 596.7K shares
JPMORGAN CHASE & CO Institution	+$4.2M +20.9K shares	$102.2M 512.6K shares
Miracle Mile Advisors, LLC RIA/Wealth	+$3.6M +18.2K shares	$9.0M 45.3K shares
Pathstone Holdings, LLC Family Office	+$2.9M +14.5K shares	$69.0M 345.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$35.6M −178.6K shares	$370.6M 1.9M shares
GOLDMAN SACHS GROUP INC Institution	−$22.9M −114.6K shares	$16.2M 81.3K shares
G GTS SECURITIES LLC Institution	−$21.9M −109.8K shares	$2.6M 13.0K shares
MATHER GROUP, INC. RIA/Wealth	−$9.7M −48.8K shares	$3.7M 18.5K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$9.5M −47.9K shares	$21.3M 106.6K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$6.2M −31.3K shares	$11.5M 57.5K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$5.9M −29.4K shares	$22.2M 111.2K shares
AMERIPRISE FINANCIAL INC Institution	−$5.5M −27.7K shares	$70.9M 355.5K shares
B Beacon Capital Management, LLC RIA/Wealth	−$4.0M −20.2K shares	$16.4M 82.3K shares
C CI Private Wealth, LLC RIA/Wealth	−$2.9M −14.4K shares	$76.6M 384.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VOOV in Q3 2025

New Positions: 25
New Value: $18.9M
Exited Positions: 17
Exited Value: $3.5M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$6.9M 34.5K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$6.1M 30.5K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$908.2K 4.6K shares
Turtle Creek Wealth Advisors, LLC Family Office	$748.2K 3.8K shares
X XTX Topco Ltd Institution	$477.9K 2.4K shares
ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth	$458.6K 2.3K shares
Evernest Financial Advisors, LLC RIA/Wealth	$434.8K 2.2K shares
A4 Wealth Advisors LLC RIA/Wealth	$405.6K 2.0K shares
W WMG Financial Advisors, LLC RIA/Wealth	$349.3K 1.8K shares
FLORIDA FINANCIAL ADVISORS, LLC RIA/Wealth	$262.8K 1.3K shares

Exited Positions

Institution	Previous Position
Marshall Wace LLP Institution	$679.2K 3.6K shares
AlphaStar Capital Management, LLC RIA/Wealth	$554.1K 2.9K shares
B Berkshire Money Management, Inc. Institution	$408.0K 2.2K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$287.6K 1.5K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$285.0K 1.5K shares
Buckingham Strategic Partners RIA/Wealth	$273.8K 1.5K shares
EFG Asset Management Corp. RIA/Wealth	$265.1K 1.4K shares
O One Capital Management, LLC RIA/Wealth	$259.3K 1.4K shares
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth	$217.4K 1.2K shares
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth	$167.6K 888.0 shares

Options Activity

Institutions with the largest Call and Put options positions in VOOV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $518.6K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
L LPL Financial LLC Institution	$518.6K 26.0 contracts

Most Committed Institutions

Institutions with VOOV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SHAKESPEARE WEALTH MANAGEMENT, INC. RIA/Wealth	Kevin Michael Reardon CEO	12.36% $54.3M	272.2K shares	Q1 2020 Held for 5y 8m	$439.2M
Stordahl Capital Management, Inc. RIA/Wealth	William Jason Stordahl Managing Partner	9.96% $47.4M	237.8K shares	Q4 2017 Held for 7y 11m	$476.1M
Grant Street Asset Management, Inc. RIA/Wealth	Kristen Evans Jackson CEO	6.25% $29.6M	148.3K shares	Q2 2022 Held for 3y 5m	$473.4M
Aspire Growth Partners LLC RIA/Wealth	Andrew Jackson Armstrong Managing Partner	6.15% $8.4M	42.2K shares	Q4 2024 Held for 11 months	$136.8M
Cascades Capital Asset Management, LLC RIA/Wealth	Matthew David Hickey Managing Partner	5.96% $13.2M	66.4K shares	Q3 2024 Held for 1y 2m	$222.0M
Ramiah Investment Group RIA/Wealth	Ramu Ramiah President	4.40% $4.5M	22.3K shares	Q3 2025 Held for 2 months	$101.1M
Fairscale Capital, LLC RIA/Wealth	Jeffrey Norman Williams Managing Partner	3.80% $5.5M	27.7K shares	Q2 2024 Held for 1y 5m	$145.5M
Avant Capital LLC RIA/Wealth	Jacob Loren Nagy CEO	3.49% $5.0M	24.9K shares	Q4 2024 Held for 11 months	$142.1M
B Beacon Capital Management, LLC RIA/Wealth	Jonathan Shawn Maxson CEO	2.35% $16.4M	82.3K shares	Q1 2022 Held for 3y 8m	$696.9M
PETREDIS INVESTMENT ADVISORS LLC RIA/Wealth	Charles John Petredis Founder	1.99% $24.7M	124.0K shares	Q4 2022 Held for 2y 11m	$1.2B