We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF
VOOV

92 hedge funds and large institutions have $478M invested in Vanguard S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

12% more funds holding

Funds holding: 82 → 92 (+10)

9% more capital invested

Capital invested by funds: $441M → $478M (+$37.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.11% less ownership

Funds ownership: 63.38% → 60.27% (-3.1%)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
38
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.07M
2
LFS
Lutz Financial Services
Nebraska
+$2.91M
3
PAG
Private Advisor Group
New Jersey
+$1.86M
4
Morgan Stanley
Morgan Stanley
New York
+$1.48M
5
UBS Group
UBS Group
Switzerland
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$31M
2
Ameriprise
Ameriprise
Minnesota
-$764K
3
AWM
Altium Wealth Management
New York
-$494K
4
PPA
Parametric Portfolio Associates
Washington
-$340K
5
FP
Factorial Partners
New York
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$43K +$42.3K +382 New
KJWM
77
Kiley Juergens Wealth Management
Washington
$40K – – –
GRP
78
Global Retirement Partners
California
$37K – – –
CCM
79
Cribstone Capital Management
Maine
$37K +$1.55K +14 +4%
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$28K +$221 +2 +0.8%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
CAGAS
82
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
YWP
83
YorkBridge Wealth Partners
New York
$20K – – –
GEA
84
Glen Eagle Advisors
New Jersey
$18.1K – – –
ASN
85
Advisory Services Network
Georgia
$18K – – –
APA
86
American Portfolios Advisors
New York
$12.3K – – –
FIA
87
FNY Investment Advisers
New York
$10K +$9.96K +90 New
BlackRock
88
BlackRock
New York
$5K – – –
SWM
89
SeaCrest Wealth Management
New York
$4K – – –
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91K – – –
FRA
91
Front Row Advisors
California
$1 – – –
CRC
92
Curi RMB Capital
Illinois
– -$242K -2,280 Closed
CF
93
Centaurus Financial
California
– -$27K -250 Closed
1 2 3
4

VOOV Hedge Fund Activity: Q3 2018 in Review

92 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2018, worth a combined $478M — up 8.5% from $441M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VOOV positions and 2 closed out — a net gain of 10 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $5.07M. The largest seller was Cornerstone Wealth Management, cutting an estimated $31M.

  • 92 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2018, up from 82 in Q2 2018.
  • Funds reported $478M of Vanguard S&P 500 Value ETF stock for Q3 2018, up 8.5% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2018 was Bank of America, an estimated $5.07M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2018.