We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
226
Cutter & Co Brokerage
Missouri
$429K -$10.7K -56 -2%
PAS
227
Park Avenue Securities
New York
$424K +$65.4K +341 +17%
RFP
228
Root Financial Partners
California
$423K +$440K +2,294 New
NWAG
229
Net Worth Advisory Group
Utah
$423K -$4.03K -21 -0.9%
RA
230
Rodgers & Associates
Pennsylvania
$417K -$232K -1,210 -35%
RA
231
RFG Advisory
Alabama
$415K -$12.7K -66 -3%
D.E. Shaw & Co
232
D.E. Shaw & Co
New York
$414K -$249K -1,300 -37%
KPWS
233
Kestra Private Wealth Services
Texas
$410K +$18.2K +95 +4%
OWP
234
ORG Wealth Partners
Texas
$408K +$394K +2,054 +1,300%
DWA
235
Delta Wealth Advisors
Indiana
$397K +$3.26K +17 +0.8%
SCA
236
Snowden Capital Advisors
New York
$394K +$7.29K +38 +2%
AWA
237
Arkadios Wealth Advisors
Georgia
$388K +$146K +762 +57%
WAM
238
Walker Asset Management
Missouri
$386K
PWW
239
Pettyjohn Wood & White
Virginia
$384K -$20.1K -105 -5%
AWM
240
Axxcess Wealth Management
California
$381K +$55.2K +288 +16%
ASN
241
Advisory Services Network
Georgia
$374K +$11.1K +58 +3%
CWA
242
CM Wealth Advisors
Ohio
$371K
CB
243
Cadence Bank
Mississippi
$369K
ACI
244
Alpha Cubed Investments
California
$366K
SPIA
245
Steward Partners Investment Advisory
New York
$362K +$134K +698 +55%
Citadel Advisors
246
Citadel Advisors
Florida
$359K +$52.9K +276 +17%
SEIA
247
Signature Estate & Investment Advisors
California
$359K +$2.88K +15 +0.8%
SWP
248
Sagespring Wealth Partners
Tennessee
$358K +$372K +1,939 New
CAM
249
Cresset Asset Management
Illinois
$357K -$355K -1,853 -49%
BIM
250
Bridges Investment Management
Nebraska
$354K

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.