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Vanguard S&P 500 Value ETF

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: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LB
326
Legacy Bridge
Iowa
$139K
BONH
327
Bank of New Hampshire
New Hampshire
$138K -$2.49K -13 -2%
PS
328
Pinney & Scofield
Massachusetts
$130K +$135K +704 New
PTC
329
Private Trust Company
Ohio
$126K
ADL
330
Asset Dedication LLC
California
$125K
TIM
331
Tortoise Investment Management
New York
$118K -$24.9K -130 -17%
BLC
332
Brown, Lisle/Cummings
Rhode Island
$113K
MDA
333
Minot DeBlois Advisors
Massachusetts
$102K +$106K +555 New
GRP
334
Global Retirement Partners
California
$102K -$73.3K -382 -41%
Franklin Resources
335
Franklin Resources
California
$100K
CAL
336
Capital Advisors Ltd
Ohio
$79K
CFP
337
Comprehensive Financial Planning
Pennsylvania
$74.5K +$77.5K +404 New
RIL
338
Rothschild Investment LLC
Illinois
$73.8K
CSB
339
City State Bank
Iowa
$73.8K +$57.5K +300 +300%
CFGS
340
Concourse Financial Group Securities
Alabama
$73.6K -$767 -4 -1%
PA
341
Parallel Advisors
California
$71.8K +$384 +2 +0.5%
YDMI
342
Y.D. More Investments
Israel
$71.6K
SL
343
Salomon & Ludwin
Virginia
$70.1K
MA
344
MCF Advisors
Kentucky
$68.8K
POIA
345
Pin Oak Investment Advisors
Texas
$67K
AG
346
AmeriFlex Group
Nevada
$64.7K +$65.4K +341 New
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$62.9K
GWM
348
Geneos Wealth Management
Colorado
$62.3K
NB
349
NBT Bank
New York
$55.4K
VWM
350
Vermillion Wealth Management
Minnesota
$55.3K +$57.5K +300 New

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.