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Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
Mather Group
Illinois
$261K +$261K +1,557 New
MWM
227
Meridian Wealth Management
Kentucky
$260K +$5.38K +32 +2%
WA
228
Waverly Advisors
Alabama
$258K +$168 +1 +0.1%
SS
229
Sunbelt Securities
Texas
$257K – – –
WMA
230
Wealth Management Associates
New Jersey
$249K – – –
GWM
231
Guardian Wealth Management
Illinois
$245K +$125K +746 +104%
EPP
232
ETF Portfolio Partners
Kansas
$243K -$2.86K -17 -1%
PWP
233
Principle Wealth Partners
Connecticut
$236K +$236K +1,405 New
VCP
234
Verus Capital Partners
Arizona
$235K +$2.18K +13 +0.9%
RWP
235
RWA Wealth Partners
Massachusetts
$230K +$230K +1,370 New
TCPG
236
Trivant Custom Portfolio Group
California
$227K +$210K +1,250 +1,250%
BCA
237
Bay Colony Advisors
Massachusetts
$226K +$226K +1,348 New
EGA
238
Eagle Global Advisors
Texas
$222K +$222K +1,320 New
SGWM
239
Sterling Group Wealth Management
California
$217K +$217K +1,293 New
LPAM
240
Lodestar Private Asset Management
California
$210K +$210K +1,250 New
SWP
241
Stratos Wealth Partners
Ohio
$209K +$209K +1,243 New
KBFS
242
Kohmann Bosshard Financial Services
Ohio
$205K +$205K +1,219 New
PB
243
Pinnacle Bancorp
Nebraska
$187K – – –
PCFFS
244
Pacific Center for Financial Services
California
$170K – – –
GRP
245
Global Retirement Partners
California
$161K -$166 -1 -0.1%
SAM
246
Smartleaf Asset Management
Massachusetts
$159K +$159K +946 New
BONH
247
Bank of New Hampshire
New Hampshire
$156K – – –
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$149K -$5.04K -30 -3%
AssetMark Inc
249
AssetMark Inc
California
$136K +$132K +784 +3,409%
EA
250
Evolution Advisers
Virginia
$126K +$126K +743 New
8 9
10
11 12