We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

329 hedge funds and large institutions have $2.09B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $352K | Put options by funds: $105K

42% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 79

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

1% more funds holding

Funds holding: 327329 (+2)

1% more capital invested

Capital invested by funds: $2.08B → $2.09B (+$12.3M)

0.19% more ownership

Funds ownership: 44.87%45.06% (+0.19%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
41
Increased
112
Reduced
79
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
301
BOK Financial Private Wealth
Colorado
$46.3K
S
302
SignatureFD
Georgia
$39.9K
JWM
303
Janiczek Wealth Management
Colorado
$39.6K
NS
304
NBC Securities
Alabama
$39K
GWM
305
Geneos Wealth Management
Colorado
$35K
BHWM
306
Beaird Harris Wealth Management
Texas
$33.4K
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$25.1K -$15.3K -87 -38%
AAP
308
Arax Advisory Partners
Colorado
$20.2K
LC
309
Lindbrook Capital
California
$19.3K
NA
310
NewEdge Advisors
Louisiana
$18.9K
CSB
311
City State Bank
Iowa
$17.6K
BL
312
BFSG LLC
California
$13.2K
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
AIM
314
Anchor Investment Management
South Carolina
$10.9K
CJ
315
Caitlin John
Michigan
$9.49K
CA
316
Clearstead Advisors
Ohio
$7.38K +$7.4K +42 New
GWSG
317
GPS Wealth Strategies Group
Colorado
$6.5K +$6.52K +37 New
KFS
318
Kelly Financial Services
Massachusetts
$6.15K +$6.17K +35 New
NRG
319
Nemes Rush Group
Michigan
$6.09K
PPA
320
Painted Porch Advisors
California
$4.57K +$4.58K +26 New
WIM
321
Westside Investment Management
California
$4.44K
IA
322
IFP Advisors
Florida
$3.52K
CWM
323
CarsonAllaria Wealth Management
Illinois
$3.35K +$1.59K +9 +90%
GT
324
Glenmede Trust
Pennsylvania
$1.93K
SIS
325
Sound Income Strategies
Florida
$1.76K

VOOV Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2024, worth a combined $2.09B — up 0.59% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOOV positions and 34 closed out — a net gain of 7 holders — while 112 added to existing stakes and 79 trimmed.

The largest buyer was Mather Group, adding an estimated $20.1M. The largest seller was Provident Wealth Management, exiting entirely with an estimated $21.6M sold.

  • 329 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2024, up from 327 in Q1 2024.
  • Funds reported $2.09B of Vanguard S&P 500 Value ETF stock for Q2 2024, up 0.59% quarter-over-quarter.
  • 41 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2024 and 34 closed out, a net change of +7 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2024 was Mather Group, an estimated $20.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2024 was Provident Wealth Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.