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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$21.9M -$7.82M -40,779 -26%
ZF
27
Zhang Financial
Michigan
$20.4M +$1.47M +7,653 +7%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$20.1M +$1.95M +10,148 +10%
PFM
29
Phillips Financial Management
Indiana
$20.1M -$1.13M -5,876 -5%
MOS
30
MGO One Seven
Ohio
$17.7M +$2.02M +10,556 +12%
MFG
31
Merit Financial Group
Georgia
$16.7M -$232K -1,208 -1%
CCAM
32
Cascades Capital Asset Management
North Carolina
$16.1M +$39.9K +208 +0.2%
MFIM
33
Mesirow Financial Investment Management
Illinois
$14.3M +$262K +1,365 +2%
LFS
34
Lutz Financial Services
Nebraska
$14.1M -$261K -1,361 -2%
MG
35
Mather Group
Illinois
$13.2M -$695K -3,623 -5%
KFG
36
Kropog Financial Group
Louisiana
$12.7M +$13.2M +69,072 New
BTI
37
Blue Trust Inc
Georgia
$12.4M +$8.41M +43,853 +190%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$800K +4,170 +7%
TFG
39
Tull Financial Group
Virginia
$11.6M +$12.1M +63,095 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$11.3M +$5.34M +27,843 +83%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10.7M +$1.39M +7,261 +14%
RZH
42
Relyea Zuckerberg Hanson
Connecticut
$10.5M -$190K -989 -2%
FBT
43
First Bank & Trust
South Dakota
$8.44M
Betterment LLC
44
Betterment LLC
New York
$8.14M +$1.39M +7,243 +20%
Mariner
45
Mariner
Kansas
$7.71M +$441K +2,297 +6%
CSP
46
Cary Street Partners
Virginia
$7.54M +$7.84M +40,856 New
SC
47
Savant Capital
Illinois
$7.39M +$9.78K +51 +0.1%
MML Investors Services
48
MML Investors Services
Massachusetts
$7.29M -$695K -3,625 -8%
Stifel Financial
49
Stifel Financial
Missouri
$7.27M -$638K -3,325 -8%
RWA
50
Redhawk Wealth Advisors
Minnesota
$7.1M +$291K +1,515 +4%

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.