We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$246M +$20.1M +171,476 +9%
Morgan Stanley
2
Morgan Stanley
New York
$54.3M +$6.65M +56,828 +15%
CCP
3
Corient Capital Partners
California
$47.1M +$340K +2,903 +0.8%
UBS Group
4
UBS Group
Switzerland
$41M -$12.1M -103,279 -24%
CWM
5
Connecticut Wealth Management
Connecticut
$31M +$11.4M +97,581 +165%
HCM
6
HM Capital Management
Missouri
$27.5M +$26M +222,019 New
SCM
7
Stordahl Capital Management
Colorado
$26.5M +$662K +5,652 +3%
LPL Financial
8
LPL Financial
California
$24.1M +$901K +7,698 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$23.4M +$556K +4,749 +3%
SWM
10
Shakespeare Wealth Management
Wisconsin
$21M +$2.93M +24,989 +17%
Wells Fargo
11
Wells Fargo
California
$18.1M +$610K +5,212 +4%
AWM
12
Altium Wealth Management
New York
$17.5M -$314K -2,682 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.4M +$1.44M +12,308 +12%
PFM
14
Phillips Financial Management
Indiana
$14.2M +$103K +876 +0.8%
Goldman Sachs
15
Goldman Sachs
New York
$13.3M +$12.6M +107,282 New
LFS
16
Lutz Financial Services
Nebraska
$13M -$665K -5,679 -5%
Ameriprise
17
Ameriprise
Minnesota
$11.4M +$4.62M +39,483 +75%
FBT
18
First Bank & Trust
South Dakota
$10.2M – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.24M +$924K +7,888 +12%
PWM
20
Provident Wealth Management
Tennessee
$9.23M -$70.7K -604 -0.8%
PFO
21
Pathstone Family Office
New Jersey
$8.34M +$7.89M +67,399 New
BCA
22
Biltmore Capital Advisors
New Jersey
$7.71M -$530K -4,526 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.54M +$227K +1,939 +3%
PAG
24
Private Advisor Group
New Jersey
$6.78M +$1.72M +14,648 +36%
AWM
25
Avior Wealth Management
Nebraska
$5.46M +$503K +4,296 +11%
1
2 3 4 5