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Vanguard S&P 500 Value ETF

355 hedge funds and large institutions have $2.35B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $820K | Put options by funds: $229K

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

57% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 89

12% more capital invested

Capital invested by funds: $2.09B → $2.35B (+$260M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 329355 (+26)

0.18% less ownership

Funds ownership: 45.06%44.89% (-0.18%)

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
45
Increased
140
Reduced
89
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
351
Prestige Wealth Management Group
New Jersey
$1.96K +$184 +1 +11%
SIS
352
Sound Income Strategies
Florida
$1.91K
CWP
353
Concord Wealth Partners
Virginia
$1.61K
LWANC
354
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.53K +$1.47K +8 New
GWS
355
Glassman Wealth Services
Virginia
$597
HNB
356
Huntington National Bank
Ohio
$191
FTUS
357
Flow Traders U.S.
New York
-$3.23M -18,368 Closed
WS
358
Wedbush Securities
California
-$1.14M -6,490 Closed
SVCP
359
Silicon Valley Capital Partners
California
-$796K -4,530 Closed
NFSG
360
Newbridge Financial Services Group
Florida
-$340K -1,935 Closed
SCM
361
Steele Capital Management
Iowa
-$289K -1,635 Closed
KWA
362
Kingswood Wealth Advisors
California
-$266K -1,514 Closed
FFG
363
Fiduciary Financial Group
California
-$217K -1,185 Closed
MPM
364
MBB Public Markets
Illinois
-$200K -1,140 Closed
OP
365
ORG Partners
Indiana
-$173K -990 Closed
AFWM
366
Abich Financial Wealth Management
Virginia
-$165K -939 Closed
IAIM
367
International Assets Investment Management
Florida
-$96.5K -549 Closed
ATPW
368
Ashton Thomas Private Wealth
Arizona
-$80.9K -460 Closed
TSWM
369
Tyler-Stone Wealth Management
Ohio
-$59.4K -338 Closed
KFS
370
Kelly Financial Services
Massachusetts
-$6.15K -35 Closed
IA
371
IFP Advisors
Florida
-$3.52K -20 Closed

VOOV Hedge Fund Activity: Q3 2024 in Review

355 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2024, worth a combined $2.35B — up 12% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 16 closed out — a net gain of 29 holders — while 140 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $36.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $26.9M.

  • 355 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2024, up from 329 in Q2 2024.
  • Funds reported $2.35B of Vanguard S&P 500 Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2024 and 16 closed out, a net change of +29 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2024 was Bank of America, an estimated $36.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2024.