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Vanguard S&P 500 Value ETF

257 hedge funds and large institutions have $1.24B invested in Vanguard S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 69

5% more funds holding

Funds holding: 244257 (+13)

0.95% more ownership

Funds ownership: 43.36%44.31% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less capital invested

Capital invested by funds: $1.34B → $1.24B (-$99.1M)

Holders
257
Holders Change
+13
Holders Change %
+5.33%
% of All Funds
4.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
37
Increased
90
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Semmax Financial Advisors
North Carolina
$1K +$1.14K +8 New
FSWA
252
Financial Synergies Wealth Advisors
Texas
$679 +$714 +5 New
VVP
253
Venture Visionary Partners
Ohio
$535 +$571 +4 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$468
PCOC
255
Power Corp of Canada
Canada
-$36M -239,030 Closed
SAS
256
SMI Advisory Services
Indiana
-$19.6M -129,925 Closed
FTUS
257
Flow Traders U.S.
New York
-$907K -6,021 Closed
V
258
Veritable
Delaware
-$767K -5,090 Closed
CG
259
Colony Group
Massachusetts
-$512K -3,395 Closed
BCM
260
Barometer Capital Management
Ontario, Canada
-$467K -3,100 Closed
RHBC
261
R.H. Bluestein & Co
Michigan
-$380K -2,520 Closed
SPWM
262
Straight Path Wealth Management
Michigan
-$245K -1,624 Closed
JWCA
263
J.W. Cole Advisors
Florida
-$236K -1,564 Closed
BHWM
264
Bar Harbor Wealth Management
New Hampshire
-$226K -1,500 Closed
PMG
265
ProVise Management Group
Florida
-$225K -1,496 Closed
LWAC
266
Laurel Wealth Advisors (California)
California
-$224K -1,485 Closed
WMA
267
Wealth Management Associates
New Jersey
-$224K -1,485 Closed
FPAS
268
Focus Partners Advisor Solutions
Missouri
-$209K -1,382 Closed
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
-$206K -1,367 Closed
CW
270
CreativeOne Wealth
Kansas
-$204K -1,351 Closed
ADL
271
Asset Dedication LLC
California
-$102K -676 Closed
AssetMark Inc
272
AssetMark Inc
California
-$98K -652 Closed
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
-$96.4K -640 Closed
WT
274
Whittier Trust
California
-$57K -380 Closed
PFS
275
Prospera Financial Services
Texas
-$47K -315 Closed

VOOV Hedge Fund Activity: Q2 2022 in Review

257 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2022, worth a combined $1.24B — down 7.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VOOV positions and 22 closed out — a net gain of 15 holders — while 90 added to existing stakes and 69 trimmed.

The largest buyer was WBH Advisory, opening a new position worth an estimated $23.6M. The largest seller was Power Corp of Canada, exiting entirely with an estimated $36M sold.

  • 257 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $1.24B of Vanguard S&P 500 Value ETF stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 37 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2022 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2022 was WBH Advisory, an estimated $23.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2022 was Power Corp of Canada, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2022.