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Vanguard S&P 500 Value ETF

355 hedge funds and large institutions have $2.35B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $820K | Put options by funds: $229K

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

57% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 89

12% more capital invested

Capital invested by funds: $2.09B → $2.35B (+$260M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 329355 (+26)

0.18% less ownership

Funds ownership: 45.06%44.89% (-0.18%)

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
45
Increased
140
Reduced
89
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
251
Verus Capital Partners
Arizona
$290K +$19.6K +107 +8%
WA
252
Waverly Advisors
Alabama
$290K
GPA
253
Guidance Point Advisors
Massachusetts
$290K +$63.3K +345 +29%
EGA
254
Eagle Global Advisors
Texas
$286K
WMA
255
Wealth Management Associates
New Jersey
$286K
EPP
256
ETF Portfolio Partners
Kansas
$285K
IFG
257
Independent Financial Group
California
$280K +$39.7K +216 +17%
RWA
258
Roberts Wealth Advisors
California
$276K -$43.7K -238 -14%
LA
259
Lynch & Associates
Indiana
$272K -$78K -425 -23%
BCM
260
Becker Capital Management
Oregon
$271K +$259K +1,413 New
EAMA
261
EFG Asset Management (Americas)
Florida
$268K
BCI
262
Brinker Capital Investments
Pennsylvania
$267K +$257K +1,399 New
OPS
263
Orion Portfolio Solutions
Nebraska
$267K +$257K +1,399 New
WSFS
264
Wilmington Savings Fund Society
Delaware
$258K +$249K +1,355 New
TCPG
265
Trivant Custom Portfolio Group
California
$257K
BWM
266
Birchcreek Wealth Management
Ohio
$256K +$31.6K +172 +15%
AWA
267
Arkadios Wealth Advisors
Georgia
$256K +$734 +4 +0.3%
SGWM
268
Sterling Group Wealth Management
California
$248K +$551 +3 +0.2%
LC
269
Lindbrook Capital
California
$246K +$217K +1,182 +1,075%
BBHC
270
Brown Brothers Harriman & Co
New York
$245K
GWMI
271
Guardian Wealth Management (Illinois)
Illinois
$244K +$13K +71 +6%
HCP
272
Hardin Capital Partners
South Carolina
$242K +$184 +1 +0.1%
SPIA
273
Steward Partners Investment Advisory
New York
$241K +$41.1K +224 +22%
BAM
274
Belpointe Asset Management
Nevada
$240K +$232K +1,261 New
FCA
275
Fortis Capital Advisors
Kansas
$240K +$232K +1,261 New

VOOV Hedge Fund Activity: Q3 2024 in Review

355 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2024, worth a combined $2.35B — up 12% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 16 closed out — a net gain of 29 holders — while 140 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $36.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $26.9M.

  • 355 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2024, up from 329 in Q2 2024.
  • Funds reported $2.35B of Vanguard S&P 500 Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2024 and 16 closed out, a net change of +29 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2024 was Bank of America, an estimated $36.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2024.