VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFG Advisors
Missouri
$287K – – –
BCA
227
Bay Colony Advisors
Massachusetts
$286K +$44.3K +252 +18%
CCWM
228
Cassaday & Co Wealth Management
Virginia
$279K – – –
PWP
229
Principle Wealth Partners
Connecticut
$278K – – –
AMAL
230
Asset Management Advisors LLC
Oklahoma
$277K – – –
SS
231
Sunbelt Securities
Texas
$277K +$7.56K +43 +3%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$276K -$176 -1 -0.1%
SA
233
Sanctuary Advisors
Indiana
$272K +$272K +1,561 New
WA
234
Waverly Advisors
Alabama
$267K – – –
SCA
235
Snowden Capital Advisors
New York
$267K +$32.2K +182 +14%
KWA
236
Kingswood Wealth Advisors
California
$266K +$266K +1,514 New
EGA
237
Eagle Global Advisors
Texas
$264K +$26.4K +150 +11%
WMA
238
Wealth Management Associates
New Jersey
$263K – – –
EPP
239
ETF Portfolio Partners
Kansas
$262K +$8.09K +46 +3%
AssetMark Inc
240
AssetMark Inc
California
$256K +$246K +1,397 +2,409%
EAMA
241
EFG Asset Management (Americas)
Florida
$247K +$247K +1,405 New
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$241K -$166K -945 -41%
TCPG
243
Trivant Custom Portfolio Group
California
$237K – – –
AWM
244
Axxcess Wealth Management
California
$235K +$235K +1,338 New
AWA
245
Arkadios Wealth Advisors
Georgia
$235K -$80.3K -457 -25%
SGWM
246
Sterling Group Wealth Management
California
$228K +$228K +1,296 New
GVAG
247
Great Valley Advisor Group
Delaware
$227K +$227K +1,291 New
BBHC
248
Brown Brothers Harriman & Co
New York
$226K -$2.99K -17 -1%
HCP
249
Hardin Capital Partners
South Carolina
$225K +$225K +1,280 New
GPA
250
Guidance Point Advisors
Massachusetts
$223K +$223K +1,174 New
8 9
10
11 12