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Vanguard S&P 500 Value ETF

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,613% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $15K

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

1% more funds holding

Funds holding: 287291 (+4)

1.18% more ownership

Funds ownership: 43.06%44.23% (+1.2%)

4% more capital invested

Capital invested by funds: $1.49B → $1.54B (+$53.5M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
251
Punch & Associates Investment Management
Minnesota
$49.4K
SFC
252
SYM Financial Corp
Indiana
$44.6K +$46.9K +300 New
JFG
253
JDM Financial Group
Texas
$43.1K
YDMI
254
Y.D. More Investments
Israel
$42.8K
AC
255
AlphaCore Capital
California
$42.2K +$44.4K +284 New
VCM
256
Versant Capital Management
Arizona
$39.7K
BFPW
257
BOK Financial Private Wealth
Colorado
$39.1K
S
258
SignatureFD
Georgia
$33.6K +$9.68K +62 +38%
JWM
259
Janiczek Wealth Management
Colorado
$33.5K
NS
260
NBC Securities
Alabama
$33K +$34.8K +223 New
BHWM
261
Beaird Harris Wealth Management
Texas
$28.3K
SPIA
262
Steward Partners Investment Advisory
New York
$23.9K
PTC
263
Private Trust Company
Ohio
$21.3K -$134K -856 -86%
LFG
264
Larson Financial Group
Missouri
$21K
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K
AAP
266
Arax Advisory Partners
Colorado
$17.1K
LC
267
Lindbrook Capital
California
$16.4K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$16K -$95.6K -612 -85%
CSB
269
City State Bank
Iowa
$15K +$15.6K +100 New
AA
270
Addison Advisors
Vermont
$14.9K
TCPG
271
Trivant Custom Portfolio Group
California
$14.9K
NA
272
NewEdge Advisors
Louisiana
$8.47K +$5K +32 +128%
TFA
273
Transamerica Financial Advisors
Florida
$8K
GI
274
Gradient Investments
Minnesota
$7.73K +$8.12K +52 New
Simplex Trading
275
Simplex Trading
Illinois
$7K +$8.28K +53 New

VOOV Hedge Fund Activity: Q3 2023 in Review

291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2023, worth a combined $1.54B — up 3.6% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 19 closed out — a net gain of 6 holders — while 110 added to existing stakes and 79 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $98.8M. The largest seller was Mather Group, exiting entirely with an estimated $15.3M sold.

  • 291 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.54B of Vanguard S&P 500 Value ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2023 and 19 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $98.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2023 was Mather Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2023.