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Vanguard S&P 500 Value ETF

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,613% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $15K

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

1% more funds holding

Funds holding: 287291 (+4)

1.18% more ownership

Funds ownership: 43.06%44.23% (+1.2%)

4% more capital invested

Capital invested by funds: $1.49B → $1.54B (+$53.5M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$13.4M +$1.02M +6,552 +8%
LFS
27
Lutz Financial Services
Nebraska
$13.3M -$204K -1,303 -1%
API
28
Advisor Partners II
California
$9.67M +$7.63M +48,859 +302%
PAG
29
Private Advisor Group
New Jersey
$9.63M +$262K +1,675 +3%
RIG
30
Ramiah Investment Group
Wisconsin
$9.11M +$1.82M +11,644 +23%
RZH
31
Relyea Zuckerberg Hanson
Connecticut
$9.09M +$244K +1,565 +3%
RJA
32
Raymond James & Associates
Florida
$8.44M +$981K +6,284 +12%
MMA
33
Miracle Mile Advisors
California
$7.85M -$153K -980 -2%
Stifel Financial
34
Stifel Financial
Missouri
$7.83M +$171K +1,094 +2%
LA
35
Lane & Associates
New Jersey
$7.37M -$895K -5,732 -10%
CWM
36
Connecticut Wealth Management
Connecticut
$7.15M -$244K -1,562 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$6.87M +$1.75M +11,196 +32%
FBT
38
First Bank & Trust
South Dakota
$6.8M -$593K -3,800 -8%
Mariner
39
Mariner
Kansas
$6.42M +$1.97M +12,591 +41%
WA
40
WBH Advisory
Maryland
$6.25M -$256K -1,642 -4%
PFO
41
Pathstone Family Office
New Jersey
$6.11M +$484K +3,099 +8%
AAS
42
Avantax Advisory Services
Texas
$6.09M -$82K -525 -1%
VCM
43
Virtue Capital Management
Tennessee
$5.82M
GLLW
44
Graves Light Lenhart Wealth
Virginia
$5.82M +$706K +4,521 +13%
Betterment LLC
45
Betterment LLC
New York
$5.51M +$4.37K +28 +0.1%
B
46
Bridgeworth
Alabama
$5.44M +$83.1K +532 +1%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$5.1M +$119K +759 +2%
SWA
48
Strategies Wealth Advisors
Michigan
$4.72M -$7.34K -47 -0.1%
TFF
49
The Family Firm
Maryland
$4.23M +$51.5K +330 +1%
KeyBank National Association
50
KeyBank National Association
Ohio
$4.1M -$1.25K -8 -0%

VOOV Hedge Fund Activity: Q3 2023 in Review

291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2023, worth a combined $1.54B — up 3.6% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 19 closed out — a net gain of 6 holders — while 110 added to existing stakes and 79 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $98.8M. The largest seller was Mather Group, exiting entirely with an estimated $15.3M sold.

  • 291 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.54B of Vanguard S&P 500 Value ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2023 and 19 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $98.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2023 was Mather Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2023.