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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
FFG
301
Fiduciary Financial Group
California
$235K +$248K +1,293 New
LPAM
302
Lodestar Private Asset Management
California
$231K – – –
NFSG
303
Newbridge Financial Services Group
Florida
$230K +$239K +1,247 New
OAS
304
Optivise Advisory Services
Tennessee
$227K +$2.69K +14 +1%
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$225K – – –
SB
306
Strategic Blueprint
Georgia
$218K +$227K +1,182 New
KA
307
Kovack Advisors
Florida
$217K -$2.11K -11 -0.9%
HCM
308
Howland Capital Management
Massachusetts
$216K – – –
CWM
309
Cahaba Wealth Management
Georgia
$215K +$2.3K +12 +1%
RIA
310
Realta Investment Advisors
Delaware
$212K – – –
Citigroup
311
Citigroup
New York
$211K -$281K -1,463 -56%
SC
312
Sierra Capital
Florida
$211K -$2.11K -11 -1%
ONSWM
313
Old North State Wealth Management
North Carolina
$211K +$2.3K +12 +1%
TAM
314
Titleist Asset Management
Texas
$210K – – –
PA
315
PFG Advisors
Arizona
$209K +$218K +1,134 New
TA
316
TrueWealth Advisors
Alabama
$209K – – –
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K +$203K +1,058 +1,449%
MEG
318
Millstone Evans Group
Colorado
$206K +$215K +1,119 New
MWM
319
Merriman Wealth Management
Washington
$201K – – –
G
320
GenTrust
Florida
$201K +$209K +1,090 New
FFA
321
Farther Finance Advisors
California
$191K +$25.1K +131 +15%
PCFFS
322
Pacific Center for Financial Services
California
$187K – – –
FCAS
323
First Command Advisory Services
Texas
$157K – – –
AssetMark Inc
324
AssetMark Inc
California
$146K +$1.15K +6 +0.8%
SWM
325
Spire Wealth Management
Virginia
$143K +$5.56K +29 +4%
11 12
13
14 15

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.