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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 %
KA
301
Kovack Advisors
Florida
$217K -$2.03K -11 -0.9%
HCM
302
Howland Capital Management
Massachusetts
$216K – – –
CWM
303
Cahaba Wealth Management
Georgia
$215K +$2.22K +12 +1%
RIA
304
Realta Investment Advisors
Delaware
$212K – – –
Citigroup
305
Citigroup
New York
$211K -$270K -1,463 -56%
SC
306
Sierra Capital
Florida
$211K -$2.03K -11 -1%
ONSWM
307
Old North State Wealth Management
North Carolina
$211K +$2.22K +12 +1%
TAM
308
Titleist Asset Management
Texas
$210K – – –
PA
309
PFG Advisors
Arizona
$209K +$209K +1,134 New
TA
310
TrueWealth Advisors
Alabama
$209K – – –
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K +$195K +1,058 +1,449%
MEG
312
Millstone Evans Group
Colorado
$206K +$206K +1,119 New
MWM
313
Merriman Wealth Management
Washington
$201K – – –
G
314
GenTrust
Florida
$201K +$201K +1,090 New
FFA
315
Farther Finance Advisors
California
$191K +$24.2K +131 +15%
PCFFS
316
Pacific Center for Financial Services
California
$187K – – –
FCAS
317
First Command Advisory Services
Texas
$157K – – –
AssetMark Inc
318
AssetMark Inc
California
$146K +$1.11K +6 +0.8%
SWM
319
Spire Wealth Management
Virginia
$143K +$5.35K +29 +4%
LB
320
Legacy Bridge
Iowa
$139K – – –
BONH
321
Bank of New Hampshire
New Hampshire
$138K -$2.4K -13 -2%
PS
322
Pinney & Scofield
Massachusetts
$130K +$130K +704 New
PTC
323
Private Trust Company
Ohio
$126K – – –
ADL
324
Asset Dedication LLC
California
$125K – – –
TIM
325
Tortoise Investment Management
New York
$118K -$24K -130 -17%
11 12
13
14 15