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Vanguard S&P 500 Value ETF

392 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 156 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $313K | Put options by funds: $143K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 104

2% more funds holding

Funds holding: 385392 (+7)

0.76% less ownership

Funds ownership: 44.84%44.09% (-0.76%)

1% less capital invested

Capital invested by funds: $2.34B → $2.32B (-$29.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
392
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
33
Increased
156
Reduced
104
Closed
21
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$19.7M -$392K -2,097 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$19M -$2.85M -15,206 -13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$18.9M -$1.14M -6,072 -6%
Truist Financial
29
Truist Financial
North Carolina
$18.4M +$13.8M +73,821 +283%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$5.72M +30,544 +48%
MOS
31
MGO One Seven
Ohio
$17.4M -$247K -1,321 -1%
MFIM
32
Mesirow Financial Investment Management
Illinois
$15.9M +$1.64M +8,760 +11%
MFG
33
Merit Financial Group
Georgia
$15M -$1.67M -8,917 -10%
CCAM
34
Cascades Capital Asset Management
North Carolina
$14.5M -$1.56M -8,344 -10%
LFS
35
Lutz Financial Services
Nebraska
$13.9M -$236K -1,262 -2%
MG
36
Mather Group
Illinois
$12.7M -$441K -2,357 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$11.3M +$9.73K +52 +0.1%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$11.2M +$499K +2,668 +5%
BTI
39
Blue Trust Inc
Georgia
$10.8M -$1.54M -8,244 -12%
RZH
40
Relyea Zuckerberg Hanson
Connecticut
$10.2M -$235K -1,256 -2%
Betterment LLC
41
Betterment LLC
New York
$8.69M +$574K +3,067 +7%
CWM
42
Connecticut Wealth Management
Connecticut
$8.61M -$12.4M -66,390 -59%
FBT
43
First Bank & Trust
South Dakota
$8.43M
Stifel Financial
44
Stifel Financial
Missouri
$8.32M +$1.08M +5,748 +15%
Mariner
45
Mariner
Kansas
$8.14M +$450K +2,407 +6%
MML Investors Services
46
MML Investors Services
Massachusetts
$7.47M +$199K +1,061 +3%
CSP
47
Cary Street Partners
Virginia
$7.41M -$118K -629 -2%
SC
48
Savant Capital
Illinois
$7.26M -$112K -598 -1%
RWA
49
Redhawk Wealth Advisors
Minnesota
$7.16M +$68.7K +367 +1%
AGP
50
Aspire Growth Partners
Florida
$6.97M +$494K +2,641 +7%

VOOV Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2025, worth a combined $2.32B — down 1.3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOOV positions and 21 closed out — a net gain of 12 holders — while 156 added to existing stakes and 104 trimmed.

The largest buyer was Truist Financial, adding an estimated $13.8M. The largest seller was Connecticut Wealth Management, cutting an estimated $12.4M.

  • 392 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2025, up from 385 in Q4 2024.
  • Funds reported $2.32B of Vanguard S&P 500 Value ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2025 was Truist Financial, an estimated $13.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2025 was Connecticut Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.