We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

329 hedge funds and large institutions have $2.09B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $352K | Put options by funds: $105K

42% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 79

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

1% more funds holding

Funds holding: 327329 (+2)

1% more capital invested

Capital invested by funds: $2.08B → $2.09B (+$12.3M)

0.19% more ownership

Funds ownership: 44.87%45.06% (+0.19%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
41
Increased
112
Reduced
79
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$226K -$3K -17 -1%
HCP
252
Hardin Capital Partners
South Carolina
$225K +$226K +1,280 New
GPA
253
Guidance Point Advisors
Massachusetts
$223K +$207K +1,174 New
IFG
254
Independent Financial Group
California
$220K +$221K +1,251 New
LPAM
255
Lodestar Private Asset Management
California
$220K
FFG
256
Fiduciary Financial Group
California
$217K +$209K +1,185 New
KBFS
257
Kohmann Bosshard Financial Services
Ohio
$214K
PB
258
Pinnacle Bancorp
Nebraska
$214K +$17.6K +100 +9%
OAS
259
Optivise Advisory Services
Tennessee
$213K +$214K +1,212 New
GWMI
260
Guardian Wealth Management (Illinois)
Illinois
$212K +$44.9K +255 +27%
KA
261
Kovack Advisors
Florida
$209K
HCM
262
Howland Capital Management
Massachusetts
$207K +$206K +1,171 New
OPPS
263
Obsidian Personal Planning Solutions
Maryland
$207K
BWM
264
Birchcreek Wealth Management
Ohio
$206K +$206K +1,171 New
RIA
265
Realta Investment Advisors
Delaware
$201K
MPM
266
MBB Public Markets
Illinois
$200K
PO
267
Private Ocean
California
$186K
FCAS
268
First Command Advisory Services
Texas
$184K +$185K +1,049 New
SPIA
269
Steward Partners Investment Advisory
New York
$183K +$60.5K +343 +49%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$178K +$36.1K +205 +25%
PCFFS
271
Pacific Center for Financial Services
California
$178K
OP
272
ORG Partners
Indiana
$173K +$175K +990 New
GRP
273
Global Retirement Partners
California
$167K -$881 -5 -0.5%
AFWM
274
Abich Financial Wealth Management
Virginia
$165K +$166K +939 New
FFA
275
Farther Finance Advisors
California
$157K +$158K +895 New

VOOV Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2024, worth a combined $2.09B — up 0.59% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOOV positions and 34 closed out — a net gain of 7 holders — while 112 added to existing stakes and 79 trimmed.

The largest buyer was Mather Group, adding an estimated $20.1M. The largest seller was Provident Wealth Management, exiting entirely with an estimated $21.6M sold.

  • 329 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2024, up from 327 in Q1 2024.
  • Funds reported $2.09B of Vanguard S&P 500 Value ETF stock for Q2 2024, up 0.59% quarter-over-quarter.
  • 41 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2024 and 34 closed out, a net change of +7 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2024 was Mather Group, an estimated $20.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2024 was Provident Wealth Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.