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VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES · 13F 机构持仓分析
期权收益计算器 机构排行
V

VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES

VOOV
持有机构数
451
机构合计市值 (Q2 2026)
$27.55亿
机构合计股数 (Q2 2026)
1,258.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+70.0万股
176 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-70.0万股
172 · 25 清仓 · ≈
⚖️ 净额
+235股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$27.55亿
持有机构数
451
新买入
40
加仓
136
减仓
147
清仓
25
持股不变
128
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#212$4.13亿188.2万股$3.80亿186.6万股+1.6万股+0.85%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#263$2.64亿120.3万股$2.27亿113.9万股+6.5万股+5.69%加仓
瑞银集团UBS Group AG
0.02%0.02%#243$1.38亿63.1万股$1.39亿68.2万股-5.0万股-7.37%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#326$1.16亿53.0万股$9,652.9万48.2万股+4.9万股+10.11%加仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.11%#128$1.13亿51.5万股$1.05亿51.4万股+285股+0.06%加仓
LPL金融LPL Financial LLC
0.02%0.03%#219$1.08亿49.1万股$1.21亿59.5万股-10.4万股-17.53%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#247$8,064.7万36.8万股$7,628.9万37.5万股-6,775股-1.81%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.03%#226$8,056.8万36.8万股$8,927.1万43.8万股-7.1万股-16.10%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.09%#140$6,737.3万30.7万股$6,122.9万30.0万股+6,866股+2.29%加仓
Corient私人财富Corient Private Wealth LLC
0.05%0.09%#170$6,577.1万30.0万股$6,219.8万30.5万股-5,168股-1.69%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#288$6,373.7万29.1万股$5,510.4万27.0万股+2.0万股+7.53%加仓
Shakespeare Wealth Management, LLC
14.9%13.61%#1$5,746.3万28.2万股$5,746.3万28.2万股00.00%持仓不变
Stordahl Capital Management, Inc.
10.03%10.3%#2$5,473.8万25.0万股$5,001.4万24.5万股+4,286股+1.75%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.04%#190$4,008.6万18.3万股$3,821.5万18.8万股-4,654股-2.48%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#305$3,562.1万16.2万股$3,302.5万16.2万股+446股+0.28%加仓
Grant Street Asset Management, Inc.
5.69%5.99%#5$3,474.1万15.8万股$3,107.5万15.2万股+5,998股+3.93%加仓
Zhang Financial LLC
0.79%0.76%#33$2,721.5万12.4万股$2,198.4万10.8万股+1.6万股+15.09%加仓
PETREDIS INVESTMENT ADVISORS LLC
1.78%2.04%#17$2,641.9万12.1万股$2,495.4万12.2万股-1,929股-1.58%减仓
现代财富管理Modern Wealth Management, LLC
0.26%#63$2,170.3万9.9万股$00股+9.9万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#364$2,100.7万9.6万股$2,162.1万10.6万股-1.0万股-9.67%减仓
Cambridge Investment Research Advisors, Inc.
0.05%0.04%#173$2,094.2万9.6万股$1,708.1万8.4万股+1.2万股+13.98%加仓
MMA ASSET MANAGEMENT LLC
6.21%6.16%#4$1,951.7万8.9万股$1,750.7万8.6万股+3,125股+3.64%加仓
Pathstone控股Pathstone Holdings, LLC
0.06%0.08%#161$1,926.6万8.8万股$2,004.4万9.8万股-1.0万股-10.65%减仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.29%0.28%#57$1,870.9万8.5万股$1,704.2万8.4万股+1,723股+2.06%加仓
Graves Light Lenhart Wealth, Inc.
1.62%1.49%#19$1,732.6万7.9万股$1,434.3万7.0万股+8,655股+12.30%加仓
Merit金融集团Merit Financial Group, LLC
0.1%0.12%#127$1,687.1万7.7万股$1,569.8万7.7万股-67股-0.09%减仓
Savant资本Savant Capital, LLC
0.05%0.04%#175$1,623.4万7.7万股$777.4万3.8万股+3.9万股+101.15%加仓
Lutz Financial Services LLC
0.96%0.99%#30$1,572.5万7.2万股$1,473.3万7.2万股-561股-0.78%减仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
1.15%1.24%#27$1,571.3万7.2万股$1,708.9万8.4万股-1.2万股-14.52%减仓
Private Advisor集团Private Advisor Group, LLC
0.07%0.09%#145$1,554.6万7.1万股$1,818.5万8.9万股-1.8万股-20.52%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.07%0.01%#147$1,486.0万6.8万股$157.3万7,721股+6.0万股+777.98%加仓
Beacon Capital Management, LLC
2.11%2.56%#14$1,438.4万6.6万股$1,449.3万7.1万股-5,500股-7.73%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#313$1,417.2万6.5万股$1,375.8万6.8万股-2,860股-4.24%减仓
Cascades Capital Asset Management, LLC
5.24%5.6%#6$1,415.7万6.5万股$1,336.4万6.6万股-996股-1.52%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#330$1,326.6万6.1万股$1,018.8万5.1万股+9,965股+19.60%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.11%0.21%#121$1,287.3万5.9万股$2,143.6万10.5万股-4.6万股-44.17%减仓
Aspire Growth Partners LLC
7.42%7.6%#3$1,277.8万5.8万股$1,108.3万5.4万股+3,906股+7.18%加仓
CONNING INC.
0.38%0.41%#50$1,254.1万5.7万股$1,232.5万6.0万股-3,267股-5.40%减仓
Garde Capital, Inc.
0.54%0.34%#41$1,199.4万5.5万股$570.9万2.8万股+2.7万股+95.31%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.15%0.06%#93$1,134.1万5.2万股$421.9万2.1万股+3.1万股+149.87%加仓
顶峰金融Summit Financial, LLC
0.12%0.13%#111$1,105.0万5.0万股$1,024.7万5.0万股+127股+0.25%加仓
Relyea Zuckerberg Hanson LLC
0.91%1.03%#31$1,094.3万5.0万股$1,023.0万5.0万股-278股-0.55%减仓
Betterment智能投顾Betterment LLC
0.02%0.02%#238$1,081.8万4.9万股$1,032.1万5.1万股-1,295股-2.56%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#252$1,033.4万4.7万股$1,000.4万4.9万股-1,947股-3.97%减仓
组成财富Composition Wealth, LLC
0.12%0.13%#112$1,012.1万4.6万股$956.9万4.7万股-788股-1.68%减仓
EHRLICH FINANCIAL GROUP
5.17%4.53%#7$1,004.2万4.6万股$788.9万3.9万股+7,099股+18.34%加仓
First Bank & Trust
1.48%1.5%#23$1,003.1万4.6万股$932.6万4.6万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#307$977.4万4.5万股$937.8万4.6万股-1,446股-3.14%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.21%0.22%#69$977.2万4.5万股$891.6万4.4万股+830股+1.90%加仓
MarinerMariner, LLC
0.01%0.01%#289$964.1万4.4万股$909.0万4.5万股-627股-1.41%减仓

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