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Vanguard S&P 500 Value ETF

329 hedge funds and large institutions have $2.09B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $352K | Put options by funds: $105K

42% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 79

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

1% more funds holding

Funds holding: 327329 (+2)

1% more capital invested

Capital invested by funds: $2.08B → $2.09B (+$12.3M)

0.19% more ownership

Funds ownership: 44.87%45.06% (+0.19%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
41
Increased
112
Reduced
79
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
226
Leo Wealth LLC
Texas
$291K +$6.17K +35 +2%
SCM
227
Steele Capital Management
Iowa
$289K
IA
228
IFG Advisors
Missouri
$287K
BCA
229
Bay Colony Advisors
Massachusetts
$286K +$44.4K +252 +18%
CCWM
230
Cassaday & Co Wealth Management
Virginia
$279K
PWP
231
Principle Wealth Partners
Connecticut
$278K
AMAL
232
Asset Management Advisors LLC
Oklahoma
$277K
SS
233
Sunbelt Securities
Texas
$277K +$7.58K +43 +3%
Bank of New York Mellon
234
Bank of New York Mellon
New York
$276K -$176 -1 -0.1%
SA
235
Sanctuary Advisors
Indiana
$272K +$275K +1,561 New
WA
236
Waverly Advisors
Alabama
$267K
SCA
237
Snowden Capital Advisors
New York
$267K +$32.1K +182 +14%
KWA
238
Kingswood Wealth Advisors
California
$266K +$267K +1,514 New
EGA
239
Eagle Global Advisors
Texas
$264K +$26.4K +150 +11%
WMA
240
Wealth Management Associates
New Jersey
$263K
EPP
241
ETF Portfolio Partners
Kansas
$262K +$8.11K +46 +3%
AssetMark Inc
242
AssetMark Inc
California
$256K +$246K +1,397 +2,409%
VCP
243
Verus Capital Partners
Arizona
$249K +$44.9K +255 +22%
EAMA
244
EFG Asset Management (Americas)
Florida
$247K +$248K +1,405 New
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$241K -$167K -945 -41%
TCPG
246
Trivant Custom Portfolio Group
California
$237K
AWM
247
Axxcess Wealth Management
California
$235K +$236K +1,338 New
AWA
248
Arkadios Wealth Advisors
Georgia
$235K -$80.6K -457 -25%
SGWM
249
Sterling Group Wealth Management
California
$228K +$228K +1,296 New
GVAG
250
Great Valley Advisor Group
Delaware
$227K +$228K +1,291 New

VOOV Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2024, worth a combined $2.09B — up 0.59% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOOV positions and 34 closed out — a net gain of 7 holders — while 112 added to existing stakes and 79 trimmed.

The largest buyer was Mather Group, adding an estimated $20.1M. The largest seller was Provident Wealth Management, exiting entirely with an estimated $21.6M sold.

  • 329 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2024, up from 327 in Q1 2024.
  • Funds reported $2.09B of Vanguard S&P 500 Value ETF stock for Q2 2024, up 0.59% quarter-over-quarter.
  • 41 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2024 and 34 closed out, a net change of +7 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2024 was Mather Group, an estimated $20.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2024 was Provident Wealth Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.