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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
LPAM
276
Lodestar Private Asset Management
California
$238K
OAS
277
Optivise Advisory Services
Tennessee
$233K +$1.28K +7 +0.6%
KBFS
278
Kohmann Bosshard Financial Services
Ohio
$232K
KA
279
Kovack Advisors
Florida
$226K -$1.1K -6 -0.5%
HCM
280
Howland Capital Management
Massachusetts
$225K
RIA
281
Realta Investment Advisors
Delaware
$221K
OPPS
282
Obsidian Personal Planning Solutions
Maryland
$221K
SC
283
Sierra Capital
Florida
$220K -$1M -5,473 -83%
CWM
284
Cahaba Wealth Management
Georgia
$220K -$123K -669 -37%
TAM
285
Titleist Asset Management
Texas
$217K +$209K +1,137 New
TA
286
TrueWealth Advisors
Alabama
$216K +$208K +1,133 New
ONSWM
287
Old North State Wealth Management
North Carolina
$216K +$207K +1,130 New
MWM
288
Merriman Wealth Management
Washington
$208K +$200K +1,092 New
SPC
289
Sigma Planning Corp
Michigan
$206K +$198K +1,081 New
BFG
290
Berger Financial Group
Minnesota
$203K +$195K +1,064 New
PCFFS
291
Pacific Center for Financial Services
California
$193K
GRP
292
Global Retirement Partners
California
$178K -$3.31K -18 -2%
FFA
293
Farther Finance Advisors
California
$172K +$1.47K +8 +0.9%
FCAS
294
First Command Advisory Services
Texas
$162K -$36.7K -200 -19%
HPIA
295
Hamilton Point Investment Advisors
North Carolina
$159K +$152K +830 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$154K -$37.6K -205 -20%
AssetMark Inc
297
AssetMark Inc
California
$150K -$123K -671 -46%
TIM
298
Tortoise Investment Management
New York
$147K +$141K +770 New
BONH
299
Bank of New Hampshire
New Hampshire
$146K
LB
300
Legacy Bridge
Iowa
$144K

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.