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Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
326
Glassman Wealth Services
Virginia
$565
First Manhattan
327
First Manhattan
New York
$180
HNB
328
Huntington National Bank
Ohio
$180
AP
329
Arlington Partners
Alabama
-$803K -4,780 Closed
GVAG
330
Great Valley Advisor Group
Delaware
-$755K -4,492 Closed
CCP
331
Clarity Capital Partners
California
-$485K -2,889 Closed
RBFC
332
Roman Butler Fullerton & Co
Missouri
-$468K -2,775 Closed
PAG
333
Private Advisory Group
Washington
-$364K -2,169 Closed
HF
334
HRT Financial
New York
-$322K -1,919 Closed
EAMA
335
EFG Asset Management (Americas)
Florida
-$301K -1,794 Closed
MWM
336
Meridian Wealth Management
Kentucky
-$260K -1,548 Closed
SGWM
337
Sterling Group Wealth Management
California
-$217K -1,293 Closed
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
-$149K -890 Closed
PAIM
339
Punch & Associates Investment Management
Minnesota
-$55.8K -332 Closed
PPWM
340
PFG Private Wealth Management
Florida
-$53.4K -318 Closed
SFC
341
SYM Financial Corp
Indiana
-$50.4K -300 Closed
FUBT
342
First United Bank & Trust
Maryland
-$8.4K -50 Closed
CAM
343
Chesapeake Asset Management
New York
-$6.89K -41 Closed
FRA
344
Front Row Advisors
California
-$840 -5 Closed
SWM
345
Sanctuary Wealth Management
Idaho
-$672 -4 Closed
TFA
346
Transamerica Financial Advisors
Florida
-$1K -1 Closed

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.