Vanguard S&P 500 Value ETF
VOOV
180 hedge funds and large institutions have $914M invested in Vanguard S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 11 closing their positions.
236% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 35
17% more funds holding
Funds holding: 154 → 180 (+26)
12% more capital invested
Capital invested by funds: $815M → $914M (+$99.3M)
4.28% less ownership
Funds ownership: 50.13% → 45.85% (-4.3%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.98M |
| 3 |
Morgan Stanley
New York
|
+$8.74M |
| 4 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
+$7.8M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$31M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.3M |
| 3 |
HF
HRT Financial
New York
|
-$2.27M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.73M |
| 5 |
JP Morgan Chase
New York
|
-$1.69M |
VOOV Hedge Fund Activity: Q1 2021 in Review
180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2021, worth a combined $914M — up 12% from $815M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VOOV positions and 11 closed out — a net gain of 26 holders — while 65 added to existing stakes and 35 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $18.7M. The largest seller was Connecticut Wealth Management, exiting entirely with an estimated $31M sold.
- 180 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2021, up from 154 in Q4 2020.
- Funds reported $914M of Vanguard S&P 500 Value ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 37 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2021 and 11 closed out, a net change of +26 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $18.7M added.
- The largest Vanguard S&P 500 Value ETF seller in Q1 2021 was Connecticut Wealth Management, an estimated $31M sold.
Based on aggregated 13F filings for Q1 2021.