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Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
Snowden Capital Advisors
New York
$239K +$228K +1,327 New
BBHC
252
Brown Brothers Harriman & Co
New York
$235K +$224K +1,301 New
LPAM
253
Lodestar Private Asset Management
California
$226K
SWP
254
Stratos Wealth Partners
Ohio
$225K +$859 +5 +0.4%
KBFS
255
Kohmann Bosshard Financial Services
Ohio
$220K
KA
256
Kovack Advisors
Florida
$215K +$204K +1,190 New
VCP
257
Verus Capital Partners
Arizona
$209K -$41.2K -240 -17%
RIA
258
Realta Investment Advisors
Delaware
$207K +$197K +1,146 New
MPM
259
MBB Public Markets
Illinois
$206K -$358K -2,083 -65%
TA
260
TrueWealth Advisors
Alabama
$204K +$195K +1,133 New
OPPS
261
Obsidian Personal Planning Solutions
Maryland
$203K +$202K +1,175 New
ONSWM
262
Old North State Wealth Management
North Carolina
$203K +$193K +1,123 New
PB
263
Pinnacle Bancorp
Nebraska
$201K +$344 +2 +0.2%
FWCM
264
Ferguson Wellman Capital Management
Oregon
$200K +$191K +1,109 New
PO
265
Private Ocean
California
$191K +$182K +1,059 New
PCFFS
266
Pacific Center for Financial Services
California
$183K
GRP
267
Global Retirement Partners
California
$173K -$1.38K -8 -0.8%
GWMI
268
Guardian Wealth Management (Illinois)
Illinois
$172K -$87.6K -510 -35%
BONH
269
Bank of New Hampshire
New Hampshire
$167K
SAM
270
Smartleaf Asset Management
Massachusetts
$162K -$7.56K -44 -5%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$145K +$120K +700 +660%
LB
272
Legacy Bridge
Iowa
$136K +$3.78K +22 +3%
EA
273
Evolution Advisers
Virginia
$135K +$172 +1 +0.1%
SL
274
Salomon & Ludwin
Virginia
$134K +$127K +742 New
SPIA
275
Steward Partners Investment Advisory
New York
$126K +$92.1K +536 +333%

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.