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Vanguard S&P 500 Value ETF

392 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 156 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $313K | Put options by funds: $143K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 104

2% more funds holding

Funds holding: 385392 (+7)

0.76% less ownership

Funds ownership: 44.84%44.09% (-0.76%)

1% less capital invested

Capital invested by funds: $2.34B → $2.32B (-$29.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
392
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
33
Increased
156
Reduced
104
Closed
21
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
251
Citadel Advisors
Florida
$359K
PPW
252
Pasadena Private Wealth
California
$354K +$360K +1,922 New
OPW
253
Oxler Private Wealth
New York
$351K +$1.5K +8 +0.4%
KP
254
Keel Point
Alabama
$346K +$352K +1,880 New
Lido Advisors
255
Lido Advisors
California
$344K +$349K +1,866 New
AWA
256
Arkadios Wealth Advisors
Georgia
$344K -$44.2K -236 -11%
AI
257
Atria Investments
North Carolina
$342K -$449K -2,399 -56%
IA
258
IFG Advisors
Missouri
$340K +$2.99K +16 +0.9%
SAG
259
SageView Advisory Group
California
$338K +$374 +2 +0.1%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$336K
LWL
261
Leo Wealth LLC
Texas
$335K +$9.92K +53 +3%
Calamos Advisors
262
Calamos Advisors
Illinois
$334K
BIM
263
Bridges Investment Management
Nebraska
$334K -$20.4K -109 -6%
IFG
264
Independent Financial Group
California
$333K +$65.5K +350 +24%
SMC
265
Smith, Moore & Co
Missouri
$331K +$1.5K +8 +0.4%
CA
266
CapWealth Advisors
Tennessee
$330K
PAS
267
Park Avenue Securities
New York
$327K -$97.5K -521 -23%
GPA
268
Guidance Point Advisors
Massachusetts
$325K +$21.7K +116 +7%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$317K +$561 +3 +0.2%
HA
270
Hanover Advisors
South Carolina
$309K +$1.31K +7 +0.4%
WA
271
Waverly Advisors
Alabama
$307K +$11K +59 +4%
IC
272
IEQ Capital
California
$302K +$1.5K +8 +0.5%
Citigroup
273
Citigroup
New York
$302K +$92.2K +493 +43%
SS
274
Sunbelt Securities
Texas
$298K
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$296K +$36.7K +196 +14%

VOOV Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2025, worth a combined $2.32B — down 1.3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOOV positions and 21 closed out — a net gain of 12 holders — while 156 added to existing stakes and 104 trimmed.

The largest buyer was Truist Financial, adding an estimated $13.8M. The largest seller was Connecticut Wealth Management, cutting an estimated $12.4M.

  • 392 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2025, up from 385 in Q4 2024.
  • Funds reported $2.32B of Vanguard S&P 500 Value ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2025 was Truist Financial, an estimated $13.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2025 was Connecticut Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.