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Vanguard S&P 500 Value ETF
VOOV

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355 → 385 (+30)

0.04% less ownership

Funds ownership: 44.89% → 44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$14.6M
2
LPL Financial
LPL Financial
California
+$13.4M
3
CWM
Connecticut Wealth Management
Connecticut
+$12.7M
4
TFG
Tull Financial Group
Virginia
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$10.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.82M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$7.68M
5
Prudential Financial
Prudential Financial
New Jersey
-$7.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
51
Aspire Growth Partners
Florida
$6.72M +$6.98M +36,398 New
GIS
52
Grayhawk Investment Strategies
Alberta, Canada
$6.5M – – –
AFA
53
AA Financial Advisors
Ohio
$6.19M +$123K +642 +2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.12M +$1.35M +7,019 +27%
LA
55
Lane & Associates
New Jersey
$5.99M -$412K -2,150 -6%
SWA
56
Strategies Wealth Advisors
Michigan
$5.99M +$6.14K +32 +0.1%
VCM
57
Virtue Capital Management
Tennessee
$5.97M +$25.1K +131 +0.4%
MA
58
Mutual Advisors
Nebraska
$5.77M +$529K +2,756 +10%
WA
59
WBH Advisory
Maryland
$5.62M -$487K -2,538 -8%
FC
60
Fairscale Capital
New Hampshire
$5.26M – – –
GC
61
Garde Capital
Washington
$5.17M – – –
MMA
62
Miracle Mile Advisors
California
$5.01M -$4.37M -22,804 -46%
MFN
63
Midwest Financial Network
Illinois
$4.97M +$5.16M +26,924 New
Truist Financial
64
Truist Financial
North Carolina
$4.81M -$7.67K -40 -0.2%
AAS
65
Ameritas Advisory Services
Nebraska
$4.6M +$1.83M +9,536 +62%
TFF
66
The Family Firm
Maryland
$4.56M -$182K -947 -4%
GG
67
Greenwood Gearhart
Arkansas
$4.51M +$4.69M +24,446 New
Cerity Partners
68
Cerity Partners
New York
$4.46M +$109K +568 +2%
AC
69
Avant Capital
Louisiana
$4.38M +$4.55M +23,744 New
CG
70
Caprock Group
Idaho
$4.23M +$39.7K +207 +0.9%
SWA
71
Stratos Wealth Advisors
Ohio
$4.17M +$107K +560 +3%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.04M -$84.8K -442 -2%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$4.01M +$81.5K +425 +2%
KeyBank National Association
74
KeyBank National Association
Ohio
$3.98M -$435K -2,267 -10%
P
75
&Partners
Tennessee
$3.86M +$1.28M +6,653 +47%
1 2
3
4 5

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.