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Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
276
Janiczek Wealth Management
Colorado
$37.8K – – –
NS
277
NBC Securities
Alabama
$37K – – –
BHWM
278
Beaird Harris Wealth Management
Texas
$31.9K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$27K – – –
PTC
280
Private Trust Company
Ohio
$24K – – –
LFG
281
Larson Financial Group
Missouri
$24K +$336 +2 +1%
GWM
282
Geneos Wealth Management
Colorado
$22.3K +$22.3K +133 New
AAP
283
Arax Advisory Partners
Colorado
$19.3K – – –
LC
284
Lindbrook Capital
California
$18.5K – – –
NA
285
NewEdge Advisors
Louisiana
$18K +$8.42K +50 +88%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
CSB
287
City State Bank
Iowa
$17K – – –
AA
288
Addison Advisors
Vermont
$16.8K – – –
TRCT
289
Tower Research Capital (TRC)
New York
$16.3K +$16.3K +97 New
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K -$9.07K -54 -43%
AIM
291
Anchor Investment Management
South Carolina
$10.4K +$10.4K +62 New
CJ
292
Caitlin John
Michigan
$9.07K +$9.07K +54 New
FUBT
293
First United Bank & Trust
Maryland
$8.4K +$8.4K +50 New
NRG
294
Nemes Rush Group
Michigan
$5.79K – – –
AF
295
Allworth Financial
California
$5.61K – – –
WIM
296
Westside Investment Management
California
$4.22K +$4.22K +25 New
IA
297
IFP Advisors
Florida
$3.36K – – –
GT
298
Glenmede Trust
Pennsylvania
$1.85K – – –
SIS
299
Sound Income Strategies
Florida
$1.68K – – –
CWM
300
CarsonAllaria Wealth Management
Illinois
$1.68K +$1.68K +10 New
10 11
12
13 14