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Vanguard S&P 500 Value ETF
VOOV

130 hedge funds and large institutions have $588M invested in Vanguard S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

18% more capital invested

Capital invested by funds: $498M → $588M (+$89.4M)

16% more funds holding

Funds holding: 112 → 130 (+18)

0.42% less ownership

Funds ownership: 49.98% → 49.56% (-0.42%)

Holders
130
Holders Change
+18
Holders Change %
+16.07%
% of All Funds
2.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
39
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$9.23M
2
Bank of America
Bank of America
North Carolina
+$8.9M
3
CWM
Connecticut Wealth Management
Connecticut
+$7.66M
4
SWM
Shakespeare Wealth Management
Wisconsin
+$6.59M
5
Wells Fargo
Wells Fargo
California
+$3.14M

Top Sellers

1
BCA
Biltmore Capital Advisors
New Jersey
-$9.45M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.17M
3
LPL Financial
LPL Financial
California
-$5.71M
4
AP
Arlington Partners
Alabama
-$4.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$309K +$308K +2,995 New
HNB
77
Huntington National Bank
Ohio
$308K – – –
GIA
78
Gladstone Institutional Advisory
Florida
$302K -$14K -136 -4%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$293K +$236K +2,301 +458%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$292K +$138K +1,338 +92%
ACA
81
Affinity Capital Advisors
California
$273K – – –
Renaissance Technologies
82
Renaissance Technologies
New York
$272K +$267K +2,600 New
MFG
83
Magnus Financial Group
New York
$267K +$262K +2,552 New
CCB
84
Cutter & Co Brokerage
Missouri
$266K -$221K -2,149 -46%
BIA
85
BHK Investment Advisors
Alabama
$261K – – –
WA
86
Wambolt & Associates
Colorado
$245K +$925 +9 +0.4%
OIA
87
OneDigital Investment Advisors
Kansas
$229K – – –
CAM
88
Cozad Asset Management
Illinois
$215K +$211K +2,055 New
SS
89
Simplicity Solutions
Minnesota
$212K +$208K +2,028 New
QCM
90
Quest Capital Management
Texas
$211K +$208K +2,022 New
ACI
91
Alpha Cubed Investments
California
$207K +$204K +1,983 New
BWM
92
BCS Wealth Management
Tennessee
$206K +$202K +1,970 New
CS
93
Comerica Securities
Michigan
$205K +$202K +1,963 New
CCM
94
Cribstone Capital Management
Maine
$205K +$202K +1,964 New
AIC
95
Archer Investment Corporation
Indiana
$191K – – –
CAN
96
Cetera Advisor Networks
California
$184K +$181K +1,758 New
AW
97
Avion Wealth
Texas
$138K +$136K +1,321 New
SF
98
Synovus Financial
Georgia
$120K -$106K -1,033 -47%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$114K +$15.5K +151 +16%
NSIM
100
North Star Investment Management
Illinois
$111K +$925 +9 +0.9%
2 3
4
5 6

VOOV Hedge Fund Activity: Q2 2020 in Review

130 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2020, worth a combined $588M — up 18% from $498M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VOOV positions and 13 closed out — a net gain of 18 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.23M. The largest seller was Biltmore Capital Advisors, cutting an estimated $9.45M.

  • 130 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $588M of Vanguard S&P 500 Value ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 31 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2020 and 13 closed out, a net change of +18 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $9.23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2020 was Biltmore Capital Advisors, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2020.