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Vanguard S&P 500 Value ETF
VOOV

130 hedge funds and large institutions have $588M invested in Vanguard S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

18% more capital invested

Capital invested by funds: $498M → $588M (+$89.4M)

16% more funds holding

Funds holding: 112 → 130 (+18)

0.42% less ownership

Funds ownership: 49.98% → 49.56% (-0.42%)

Holders
130
Holders Change
+18
Holders Change %
+16.07%
% of All Funds
2.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
39
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$9.23M
2
Bank of America
Bank of America
North Carolina
+$8.9M
3
CWM
Connecticut Wealth Management
Connecticut
+$7.66M
4
SWM
Shakespeare Wealth Management
Wisconsin
+$6.59M
5
Wells Fargo
Wells Fargo
California
+$3.14M

Top Sellers

1
BCA
Biltmore Capital Advisors
New Jersey
-$9.45M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.17M
3
LPL Financial
LPL Financial
California
-$5.71M
4
AP
Arlington Partners
Alabama
-$4.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
51
Private Capital Group
Connecticut
$599K -$34.9K -340 -6%
ECM
52
ExodusPoint Capital Management
New York
$575K +$565K +5,500 New
BSW
53
Buckingham Strategic Wealth
Missouri
$570K -$175K -1,707 -24%
SI
54
Stephens Inc
Arkansas
$551K +$15.1K +147 +3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$541K – – –
Jane Street
56
Jane Street
New York
$521K +$512K +4,983 New
DADC
57
D.A. Davidson & Co
Montana
$515K – – –
NAS
58
Nicolet Advisory Services
Wisconsin
$502K -$105K -1,020 -18%
TFA
59
Tobias Financial Advisors
Florida
$486K +$478K +4,650 New
CCP
60
Cardan Capital Partners
Colorado
$480K – – –
NFG
61
Next Financial Group
Texas
$474K +$190K +1,846 +69%
SWA
62
Stratos Wealth Advisors
Ohio
$462K +$454K +4,417 New
AGA
63
Arkos Global Advisors
Texas
$403K +$396K +3,855 New
AIC
64
Ameritas Investment Company
Nebraska
$396K +$1.85K +18 +0.5%
RRC
65
Relaxing Retirement Coach
Massachusetts
$393K – – –
KeyBank National Association
66
KeyBank National Association
Ohio
$383K +$43.2K +420 +13%
FHA
67
Flagship Harbor Advisors
Massachusetts
$377K +$235K +2,282 +172%
GC
68
Garde Capital
Washington
$356K – – –
DC
69
Derby & Company
Massachusetts
$355K – – –
HJMC
70
Hellman Jordan Management Company
Massachusetts
$344K +$339K +3,295 New
APW
71
Aurora Private Wealth
New Jersey
$335K -$219K -2,132 -40%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$333K +$4.52K +44 +1%
AWM
73
AE Wealth Management
Kansas
$333K +$7.4K +72 +2%
Citadel Advisors
74
Citadel Advisors
Florida
$333K +$328K +3,190 New
RIA
75
Regal Investment Advisors
Michigan
$331K +$326K +3,169 New
1 2
3
4 5

VOOV Hedge Fund Activity: Q2 2020 in Review

130 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2020, worth a combined $588M — up 18% from $498M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VOOV positions and 13 closed out — a net gain of 18 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.23M. The largest seller was Biltmore Capital Advisors, cutting an estimated $9.45M.

  • 130 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $588M of Vanguard S&P 500 Value ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 31 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2020 and 13 closed out, a net change of +18 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $9.23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2020 was Biltmore Capital Advisors, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2020.