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Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$6.75M -$253K -1,472 -4%
Prudential Financial
52
Prudential Financial
New Jersey
$6.38M +$667K +3,881 +12%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$6.15M +$1.04M +6,055 +22%
AFA
54
AA Financial Advisors
Ohio
$5.85M -$121K -702 -2%
SWA
55
Strategies Wealth Advisors
Michigan
$5.72M -$344 -2 -0%
VCM
56
Virtue Capital Management
Tennessee
$5.65M -$139K -807 -2%
GC
57
Garde Capital
Washington
$5.05M -$214K -1,244 -4%
MA
58
Mutual Advisors
Nebraska
$4.98M -$1.74M -10,142 -27%
TFF
59
The Family Firm
Maryland
$4.66M -$240K -1,395 -5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$4.46M +$583K +3,392 +16%
KeyBank National Association
61
KeyBank National Association
Ohio
$4.39M -$109K -632 -3%
Truist Financial
62
Truist Financial
North Carolina
$4.38M +$483K +2,813 +13%
OCM
63
One Capital Management
California
$4.36M +$62.2K +362 +2%
SFM
64
Signet Financial Management
New Jersey
$4.09M -$160K -932 -4%
BCM
65
Brookstone Capital Management
Illinois
$4M +$362K +2,108 +11%
Lazard Asset Management
66
Lazard Asset Management
New York
$3.98M -$79.6K -463 -2%
William Blair & Company
67
William Blair & Company
Illinois
$3.83M +$13.4K +78 +0.4%
NSIM
68
North Star Investment Management
Illinois
$3.81M -$75.6K -440 -2%
AT
69
Arlington Trust
Alabama
$3.7M -$88.7K -516 -2%
SCM
70
SCS Capital Management
Massachusetts
$3.68M
SWA
71
Stratos Wealth Advisors
Ohio
$3.62M +$354K +2,062 +11%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$3.56M -$35.7K -208 -1%
AWS
73
Atria Wealth Solutions
New York
$3.54M +$3.09K +18 +0.1%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$3.51M +$167K +972 +5%
VA
75
Valmark Advisers
Ohio
$3.34M -$101K -589 -3%

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.