Vanguard S&P 500 Value ETF
VOOV
82 hedge funds and large institutions have $441M invested in Vanguard S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 12 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
10.94% more ownership
Funds ownership: 52.44% → 63.38% (+11%)
5% more capital invested
Capital invested by funds: $419M → $441M (+$21.9M)
1% more funds holding
Funds holding: 81 → 82 (+1)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.98M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.38M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.86M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Corient Capital Partners
Newport Beach,
California
|
-$2.31M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$1.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.86M |
| 4 |
Morgan Stanley
New York
|
-$1.51M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.14M |
VOOV Hedge Fund Activity: Q2 2018 in Review
82 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2018, worth a combined $441M — up 5.2% from $419M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VOOV positions and 12 closed out — a net gain of 2 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $81M. The largest seller was Corient Capital Partners, cutting an estimated $2.31M.
- 82 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2018, up from 81 in Q1 2018.
- Funds reported $441M of Vanguard S&P 500 Value ETF stock for Q2 2018, up 5.2% quarter-over-quarter.
- 14 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2018 and 12 closed out, a net change of +2 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $81M added.
- The largest Vanguard S&P 500 Value ETF seller in Q2 2018 was Corient Capital Partners, an estimated $2.31M sold.
Based on aggregated 13F filings for Q2 2018.