We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF
VOOV

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: 13 → 17 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355 → 385 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$14.6M
2
LPL Financial
LPL Financial
California
+$13.4M
3
CWM
Connecticut Wealth Management
Connecticut
+$12.7M
4
TFG
Tull Financial Group
Virginia
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$31.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.82M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$7.68M
5
Prudential Financial
Prudential Financial
New Jersey
-$7.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
276
VSM Wealth Advisory
Maryland
$289K +$301K +1,568 New
GIA
277
Gladstone Institutional Advisory
Florida
$287K -$41.4K -216 -12%
EGA
278
Eagle Global Advisors
Texas
$277K – – –
WMA
279
Wealth Management Associates
New Jersey
$274K -$2.3K -12 -0.8%
Bank of New York Mellon
280
Bank of New York Mellon
New York
$272K -$104K -540 -27%
WSFS
281
Wilmington Savings Fund Society
Delaware
$271K +$22.1K +115 +8%
IFG
282
Independent Financial Group
California
$269K -$1.53K -8 -0.5%
EPP
283
ETF Portfolio Partners
Kansas
$268K -$7.1K -37 -2%
LA
284
Lynch & Associates
Indiana
$263K – – –
AFG
285
Atomi Financial Group
New York
$263K +$273K +1,424 New
BCM
286
Becker Capital Management
Oregon
$261K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$260K +$116K +604 +75%
EAMA
288
EFG Asset Management (Americas)
Florida
$259K – – –
OPPS
289
Obsidian Personal Planning Solutions
Maryland
$255K +$32K +167 +14%
TCPG
290
Trivant Custom Portfolio Group
California
$249K – – –
BWM
291
Birchcreek Wealth Management
Ohio
$249K +$959 +5 +0.4%
VCP
292
Verus Capital Partners
Arizona
$245K -$37.6K -196 -13%
SGWM
293
Sterling Group Wealth Management
California
$240K – – –
BFPW
294
BOK Financial Private Wealth
Colorado
$239K +$202K +1,055 +443%
LC
295
Lindbrook Capital
California
$238K – – –
BAM
296
Belpointe Asset Management
Nevada
$238K -$959 -5 -0.4%
FCA
297
Fortis Capital Advisors
Kansas
$238K -$959 -5 -0.4%
GWMI
298
Guardian Wealth Management (Illinois)
Illinois
$237K +$1.73K +9 +0.7%
BBHC
299
Brown Brothers Harriman & Co
New York
$237K – – –
HCP
300
Hardin Capital Partners
South Carolina
$236K – – –
10 11
12
13 14

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.