We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

275 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $84K

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

100% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 55

13% more funds holding

Funds holding: 244275 (+31)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.57% more ownership

Funds ownership: 40.71%43.29% (+2.6%)

1% more capital invested

Capital invested by funds: $1.29B → $1.3B (+$9.98M)

Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
4.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
54
Increased
110
Reduced
55
Closed
16
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$3.23M +$68.3K +495 +2%
AP
52
Arlington Partners
Alabama
$3.21M -$122K -886 -4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$3.14M +$250K +1,812 +9%
Prudential Financial
54
Prudential Financial
New Jersey
$2.99M +$171K +1,239 +6%
CG
55
Colony Group
Massachusetts
$2.95M +$2.44M +17,661 +520%
AC
56
Avant Capital
Louisiana
$2.93M +$112K +813 +4%
NSIM
57
North Star Investment Management
Illinois
$2.84M +$327K +2,369 +13%
IF
58
Intrua Financial
Texas
$2.84M -$216K -1,567 -7%
VA
59
Valmark Advisers
Ohio
$2.56M +$818K +5,927 +48%
CA
60
Cetera Advisors
Colorado
$2.5M -$292K -2,114 -11%
William Blair & Company
61
William Blair & Company
Illinois
$2.5M -$37.1K -269 -1%
Lazard Asset Management
62
Lazard Asset Management
New York
$2.19M -$6.63K -48 -0.3%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$2.18M +$90K +652 +4%
SWA
64
Stratos Wealth Advisors
Ohio
$2.16M -$470K -3,407 -18%
AW
65
Avion Wealth
Texas
$2.14M
JIC
66
Johnson Investment Counsel
Ohio
$2.03M +$973K +7,051 +95%
HF
67
HRT Financial
New York
$1.98M +$108K +780 +6%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$120K +871 +7%
GA
69
Gateway Advisory
New Jersey
$1.82M -$63.8K -462 -3%
AWM
70
Avior Wealth Management
Nebraska
$1.82M -$254K -1,842 -12%
FHA
71
Flagship Harbor Advisors
Massachusetts
$1.79M +$19.1K +138 +1%
SFPG
72
Stonebridge Financial Planning Group
Florida
$1.72M +$138 +1 +0%
CAN
73
Cetera Advisor Networks
California
$1.68M +$243K +1,757 +17%
CWC
74
Carolinas Wealth Consulting
North Carolina
$1.65M +$229K +1,657 +16%
CA
75
Calton & Associates
Florida
$1.64M +$78.6K +569 +5%

VOOV Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2022, worth a combined $1.3B — up 0.77% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VOOV positions and 16 closed out — a net gain of 38 holders — while 110 added to existing stakes and 55 trimmed.

The largest buyer was CIBC World Markets, opening a new position worth an estimated $13.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.3M sold.

  • 275 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.3B of Vanguard S&P 500 Value ETF stock for Q4 2022, up 0.77% quarter-over-quarter.
  • 54 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2022 and 16 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2022 was CIBC World Markets, an estimated $13.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2022 was Citadel Advisors, an estimated $3.3M sold.

Based on aggregated 13F filings for Q4 2022.