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Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPW
251
Oxler Private Wealth
New York
$350K +$2.11K +11 +0.6%
SAG
252
SageView Advisory Group
California
$338K -$22.1K -115 -6%
IA
253
IFG Advisors
Missouri
$337K +$37K +193 +12%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$336K
Calamos Advisors
255
Calamos Advisors
Illinois
$334K
RWA
256
Roberts Wealth Advisors
California
$330K +$59.8K +312 +21%
CA
257
CapWealth Advisors
Tennessee
$330K
SMC
258
Smith, Moore & Co
Missouri
$330K +$3.84K +20 +1%
KWA
259
Kingswood Wealth Advisors
California
$327K +$340K +1,773 New
LWL
260
Leo Wealth LLC
Texas
$326K +$20.3K +106 +6%
Jane Street
261
Jane Street
New York
$318K -$31.1K -162 -9%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$317K +$959 +5 +0.3%
BCA
263
Bay Colony Advisors
Massachusetts
$315K +$7.29K +38 +2%
SPC
264
Sigma Planning Corp
Michigan
$314K +$119K +620 +57%
BCI
265
Brinker Capital Investments
Pennsylvania
$312K +$56.4K +294 +21%
OPS
266
Orion Portfolio Solutions
Nebraska
$312K +$56.4K +294 +21%
FPAS
267
Focus Partners Advisor Solutions
Missouri
$310K -$19K -99 -6%
HA
268
Hanover Advisors
South Carolina
$309K
GPA
269
Guidance Point Advisors
Massachusetts
$305K +$25.1K +131 +9%
IC
270
IEQ Capital
California
$301K +$1.73K +9 +0.6%
SS
271
Sunbelt Securities
Texas
$298K
PWP
272
Principle Wealth Partners
Connecticut
$298K +$5.95K +31 +2%
WA
273
Waverly Advisors
Alabama
$297K +$16.9K +88 +6%
AMAL
274
Asset Management Advisors LLC
Oklahoma
$295K +$5.37K +28 +2%
CCWM
275
Cassaday & Co Wealth Management
Virginia
$293K

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.