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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,919% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $31K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $1.34B → $1.49B (+$153M)

2% more funds holding

Funds holding: 281287 (+6)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

1% more ownership

Funds ownership: 42.06%43.06% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
25
Increased
90
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Lutz Financial Services
Nebraska
$14.2M -$120K -805 -0.9%
CWM
27
CIBC World Markets
New York
$13.5M
Goldman Sachs
28
Goldman Sachs
New York
$13M +$5.63M +37,789 +83%
PAG
29
Private Advisor Group
New Jersey
$9.82M +$592K +3,976 +7%
RZH
30
Relyea Zuckerberg Hanson
Connecticut
$9.28M +$717K +4,814 +9%
LA
31
Lane & Associates
New Jersey
$8.61M -$756K -5,080 -8%
MMA
32
Miracle Mile Advisors
California
$8.38M
Stifel Financial
33
Stifel Financial
Missouri
$8.02M +$1.58M +10,603 +26%
RJA
34
Raymond James & Associates
Florida
$7.86M +$122K +820 +2%
CWM
35
Connecticut Wealth Management
Connecticut
$7.73M -$108K -726 -1%
RIG
36
Ramiah Investment Group
Wisconsin
$7.73M +$6.04M +40,554 +446%
FBT
37
First Bank & Trust
South Dakota
$7.72M
WA
38
WBH Advisory
Maryland
$6.8M +$593K +3,985 +10%
AAS
39
Avantax Advisory Services
Texas
$6.46M +$242K +1,628 +4%
PFO
40
Pathstone Family Office
New Jersey
$5.91M +$38K +255 +0.7%
VCM
41
Virtue Capital Management
Tennessee
$5.82M +$2.1M +14,093 +61%
Betterment LLC
42
Betterment LLC
New York
$5.76M +$459K +3,080 +9%
B
43
Bridgeworth
Alabama
$5.61M +$166K +1,115 +3%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$5.45M -$775K -5,205 -13%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$5.41M -$1.24M -8,319 -19%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$5.22M -$1.42M -9,534 -22%
SWA
47
Strategies Wealth Advisors
Michigan
$4.95M
AWS
48
Atria Wealth Solutions
New York
$4.77M -$611K -4,107 -12%
Mariner
49
Mariner
Kansas
$4.76M +$74.7K +502 +2%
TFF
50
The Family Firm
Maryland
$4.38M -$113K -758 -3%

VOOV Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2023, worth a combined $1.49B — up 11% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 16 closed out — a net gain of 9 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $24.3M. The largest seller was Fiera Capital (Canada), cutting an estimated $12.2M.

  • 287 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2023, up from 281 in Q1 2023.
  • Funds reported $1.49B of Vanguard S&P 500 Value ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2023 and 16 closed out, a net change of +9 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2023 was Bank of America, an estimated $24.3M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2023 was Fiera Capital (Canada), an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2023.