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Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
276
FinTrust Capital Advisors
South Carolina
$125K
ADL
277
Asset Dedication LLC
California
$122K
GAA
278
Global Assets Advisory
Florida
$120K +$3.7M +21,535 New
PA
279
Parallel Advisors
California
$116K -$2.41K -14 -2%
EWA
280
EP Wealth Advisors
California
$113K +$1.2K +7 +1%
BLC
281
Brown, Lisle/Cummings
Rhode Island
$110K
CT
282
Cambridge Trust
Massachusetts
$99.3K +$94.5K +550 New
Franklin Resources
283
Franklin Resources
California
$97.8K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$97.5K +$92.8K +540 New
Amundi
285
Amundi
France
$94.9K
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
$84.5K -$10.1K -59 -11%
CFGS
287
Concourse Financial Group Securities
Alabama
$79K +$8.25K +48 +12%
CAL
288
Capital Advisors Ltd
Ohio
$77K
RIL
289
Rothschild Investment LLC
Illinois
$72.2K
IGWM
290
ICA Group Wealth Management
Colorado
$71.3K -$1.72K -10 -2%
Citigroup
291
Citigroup
New York
$66.4K +$172 +1 +0.3%
POIA
292
Pin Oak Investment Advisors
Texas
$63K
TSWM
293
Tyler-Stone Wealth Management
Ohio
$61K
JFG
294
JDM Financial Group
Texas
$52.3K
YDMI
295
Y.D. More Investments
Israel
$52K
VCM
296
Versant Capital Management
Arizona
$48.2K
BFPW
297
BOK Financial Private Wealth
Colorado
$47.3K
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$41.3K +$39.5K +230 New
NS
299
NBC Securities
Alabama
$41K
S
300
SignatureFD
Georgia
$41K +$172 +1 +0.4%

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.