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Vanguard S&P 500 Value ETF

275 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $84K

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

100% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 55

13% more funds holding

Funds holding: 244275 (+31)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.57% more ownership

Funds ownership: 40.71%43.29% (+2.6%)

1% more capital invested

Capital invested by funds: $1.29B → $1.3B (+$9.98M)

Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
4.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
54
Increased
110
Reduced
55
Closed
16
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K
Name Holding Trade Value Shares
Change
Change in
Stake
PB
226
Pinnacle Bancorp
Nebraska
$133K -$14.6K -106 -10%
GRP
227
Global Retirement Partners
California
$133K +$97.6K +707 +295%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$131K +$37.1K +269 +40%
BONH
229
Bank of New Hampshire
New Hampshire
$130K
VCM
230
Versant Capital Management
Arizona
$121K
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$121K -$271K -1,966 -70%
HI
232
Harbour Investments
Wisconsin
$120K +$65K +471 +123%
TFS
233
TrustCore Financial Services
Tennessee
$105K
LB
234
Legacy Bridge
Iowa
$103K
Amundi
235
Amundi
France
$96.2K
ADL
236
Asset Dedication LLC
California
$95K
FCA
237
FinTrust Capital Advisors
South Carolina
$93.1K
HWA
238
Heritage Wealth Advisors
Virginia
$87.7K
BLC
239
Brown, Lisle/Cummings
Rhode Island
$85.4K
Citigroup
240
Citigroup
New York
$69.3K +$414 +3 +0.6%
IGWM
241
ICA Group Wealth Management
Colorado
$63.7K +$62.8K +455 New
CAL
242
Capital Advisors Ltd
Ohio
$60K
SWM
243
Spire Wealth Management
Virginia
$60K
CFGS
244
Concourse Financial Group Securities
Alabama
$54.6K
HNB
245
Huntington National Bank
Ohio
$52.7K
TSWM
246
Tyler-Stone Wealth Management
Ohio
$49K
LFG
247
Larson Financial Group
Missouri
$46.6K -$7.46K -54 -14%
AWM
248
Accel Wealth Management
Iowa
$40.9K
JFG
249
JDM Financial Group
Texas
$40.6K +$40K +290 New
IA
250
IFP Advisors
Florida
$38K -$3.87K -28 -7%

VOOV Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2022, worth a combined $1.3B — up 0.77% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VOOV positions and 16 closed out — a net gain of 38 holders — while 110 added to existing stakes and 55 trimmed.

The largest buyer was CIBC World Markets, opening a new position worth an estimated $13.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.3M sold.

  • 275 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.3B of Vanguard S&P 500 Value ETF stock for Q4 2022, up 0.77% quarter-over-quarter.
  • 54 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2022 and 16 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2022 was CIBC World Markets, an estimated $13.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2022 was Citadel Advisors, an estimated $3.3M sold.

Based on aggregated 13F filings for Q4 2022.