Vanguard S&P 500 Value ETF
VOOV
281 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 74 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
38% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 74
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2% more funds holding
Funds holding: 275 → 281 (+6)
3% more capital invested
Capital invested by funds: $1.3B → $1.34B (+$34.9M)
1.23% less ownership
Funds ownership: 43.29% → 42.06% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPFP
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
+$8.68M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.87M |
| 4 |
PIA
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
+$4.43M |
| 5 |
CG
Caprock Group
Boise,
Idaho
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$19M |
| 2 |
JP Morgan Chase
New York
|
-$18.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.5M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$9.78M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.87M |
VOOV Hedge Fund Activity: Q1 2023 in Review
281 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2023, worth a combined $1.34B — up 2.7% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new VOOV positions and 19 closed out — a net gain of 11 holders — while 102 added to existing stakes and 74 trimmed.
The largest buyer was Clear Perspectives Financial Planning, adding an estimated $8.68M. The largest seller was Bank of America, cutting an estimated $19M.
- 281 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2023, up from 275 in Q4 2022.
- Funds reported $1.34B of Vanguard S&P 500 Value ETF stock for Q1 2023, up 2.7% quarter-over-quarter.
- 30 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2023 and 19 closed out, a net change of +11 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q1 2023 was Clear Perspectives Financial Planning, an estimated $8.68M added.
- The largest Vanguard S&P 500 Value ETF seller in Q1 2023 was Bank of America, an estimated $19M sold.
Based on aggregated 13F filings for Q1 2023.