VOOV icon

Vanguard S&P 500 Value ETF

388 hedge funds and large institutions have $2.31B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 154 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
5.27%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
33
Increased
154
Reduced
102
Closed
19
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$19.7M -$386K -2,097 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$19M -$2.8M -15,206 -13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$18.9M -$1.12M -6,072 -6%
Truist Financial
29
Truist Financial
North Carolina
$18.4M +$13.6M +73,821 +283%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$5.63M +30,544 +48%
MOS
31
MGO One Seven
Ohio
$17.4M -$243K -1,321 -1%
MFIM
32
Mesirow Financial Investment Management
Illinois
$15.9M +$1.61M +8,760 +11%
MFG
33
Merit Financial Group
Georgia
$15M -$1.64M -8,917 -10%
CCAM
34
Cascades Capital Asset Management
North Carolina
$14.5M -$1.54M -8,344 -10%
LFS
35
Lutz Financial Services
Nebraska
$13.9M -$232K -1,262 -2%
MG
36
Mather Group
Illinois
$12.7M -$434K -2,357 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$11.3M +$9.58K +52 +0.1%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$11.2M +$491K +2,668 +5%
BTI
39
Blue Trust Inc
Georgia
$10.8M -$1.52M -8,244 -12%
RZH
40
Relyea Zuckerberg Hanson
Connecticut
$10.2M -$231K -1,256 -2%
Betterment LLC
41
Betterment LLC
New York
$8.69M +$565K +3,067 +7%
CWM
42
Connecticut Wealth Management
Connecticut
$8.61M -$12.2M -66,390 -59%
FBT
43
First Bank & Trust
South Dakota
$8.43M
Stifel Financial
44
Stifel Financial
Missouri
$8.32M +$1.06M +5,748 +15%
Mariner
45
Mariner
Kansas
$8.14M +$443K +2,407 +6%
MML Investors Services
46
MML Investors Services
Massachusetts
$7.47M +$195K +1,061 +3%
CSP
47
Cary Street Partners
Virginia
$7.41M -$116K -629 -2%
SC
48
Savant Capital
Illinois
$7.29M -$87.7K -476 -1%
RWA
49
Redhawk Wealth Advisors
Minnesota
$7.16M +$67.6K +367 +1%
AGP
50
Aspire Growth Partners
Florida
$6.97M +$472K +2,641 +7%