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Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
276
Bank of New York Mellon
New York
$272K -$99.6K -540 -27%
WSFS
277
Wilmington Savings Fund Society
Delaware
$271K +$21.2K +115 +8%
EPP
278
ETF Portfolio Partners
Kansas
$268K -$6.83K -37 -2%
LA
279
Lynch & Associates
Indiana
$263K – – –
AFG
280
Atomi Financial Group
New York
$263K +$263K +1,424 New
BCM
281
Becker Capital Management
Oregon
$261K – – –
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$260K +$111K +604 +75%
EAMA
283
EFG Asset Management (Americas)
Florida
$259K – – –
OPPS
284
Obsidian Personal Planning Solutions
Maryland
$255K +$31.7K +167 +14%
TCPG
285
Trivant Custom Portfolio Group
California
$249K – – –
BWM
286
Birchcreek Wealth Management
Ohio
$249K +$923 +5 +0.4%
SGWM
287
Sterling Group Wealth Management
California
$240K – – –
BFPW
288
BOK Financial Private Wealth
Colorado
$239K +$195K +1,055 +443%
LC
289
Lindbrook Capital
California
$238K – – –
BAM
290
Belpointe Asset Management
Nevada
$238K -$948 -5 -0.4%
FCA
291
Fortis Capital Advisors
Kansas
$238K -$948 -5 -0.4%
GWM
292
Guardian Wealth Management
Illinois
$237K +$1.66K +9 +0.7%
BBHC
293
Brown Brothers Harriman & Co
New York
$237K – – –
HCP
294
Hardin Capital Partners
South Carolina
$236K – – –
FFG
295
Fiduciary Financial Group
California
$235K +$235K +1,293 New
LPAM
296
Lodestar Private Asset Management
California
$231K – – –
NFSG
297
Newbridge Financial Services Group
Florida
$230K +$230K +1,247 New
OAS
298
Optivise Advisory Services
Tennessee
$227K +$2.58K +14 +1%
KBFS
299
Kohmann Bosshard Financial Services
Ohio
$225K – – –
SB
300
Strategic Blueprint
Georgia
$218K +$218K +1,182 New
10 11
12
13 14