VOOV · VANGUARD S&P 500 VALUE INDEX FUND ETF
$228.70
-1.61 (-0.70%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $72,259,067
Total Shares: 329,634
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
90.2%
−6.6 pts
Top 5
100.0%
−0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,210
Highly concentrated−1,171
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
1
Holder count:
+4
Institutional value:
+34224.9%
Shares held:
+31810.4%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 297,405 | $65,194,150 | |
| Mega CITADEL ADVISORS LLC | 27,300 | $5,984,433 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 4,256 | $932,957 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 635 | $139,198 | |
| Mid Parkside Financial Bank & Trust | 5 | $1,096 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 1,000 | $203,790 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VOOV | $65,194,150 | 90.22% | 297,405 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VOOV | $5,721,381 | 7.92% | 26,100 | Call | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. VOOV | $932,957 | 1.29% | 4,256 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC VOOV | $263,052 | 0.36% | 1,200 | Put | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. VOOV | $139,198 | 0.19% | 635 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC VOOV | $7,233 | 0.01% | 33 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank VOOV | $1,096 | 0.00% | 5 | Shares | 2026-09-04 |