We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,613% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $15K

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

1% more funds holding

Funds holding: 287291 (+4)

1.18% more ownership

Funds ownership: 43.06%44.23% (+1.2%)

4% more capital invested

Capital invested by funds: $1.49B → $1.54B (+$53.5M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
IF
76
Intrua Financial
Texas
$2.13M -$56.8K -364 -2%
BBWP
77
Beacon Bridge Wealth Partners
Pennsylvania
$2.11M +$257K +1,644 +13%
GA
78
Gateway Advisory
New Jersey
$2.11M +$3.59K +23 +0.2%
KAS
79
Kestra Advisory Services
Texas
$2.05M +$245K +1,567 +13%
OCM
80
One Capital Management
California
$2M +$298K +1,910 +17%
AW
81
Avion Wealth
Texas
$1.95M -$38.6K -247 -2%
FB
82
First Bancorp
Maine
$1.84M +$12.5K +80 +0.7%
SIM
83
Seaview Investment Managers
Florida
$1.84M +$1.93M +12,342 New
AWM
84
Avior Wealth Management
Nebraska
$1.79M -$39.8K -255 -2%
HI
85
Harbour Investments
Wisconsin
$1.75M +$1.8M +11,543 +5,631%
SFPG
86
Stonebridge Financial Planning Group
Florida
$1.75M -$33.6K -215 -2%
HC
87
Hamilton Capital
Ohio
$1.73M +$9.21K +59 +0.5%
BCM
88
Brookstone Capital Management
Illinois
$1.72M +$1.83M +11,720 New
BA
89
Bluesphere Advisors
Pennsylvania
$1.68M +$149K +952 +9%
SC
90
Sierra Capital
Florida
$1.68M +$7.81K +50 +0.4%
HA
91
HFG Advisors
Ohio
$1.67M +$105K +673 +6%
WS
92
Wedbush Securities
California
$1.54M -$57.3K -367 -3%
CWM
93
ClientFirst Wealth Management
Arkansas
$1.52M
TPCW
94
TD Private Client Wealth
New York
$1.5M +$63.7K +408 +4%
SC
95
Savant Capital
Illinois
$1.5M +$515K +3,300 +49%
MWM
96
Modera Wealth Management
New Jersey
$1.44M -$41.4K -265 -3%
BFA
97
Bragg Financial Advisors
North Carolina
$1.4M -$22.3K -143 -1%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.39M +$50.6K +324 +4%
GA
99
Geller Advisors
New York
$1.38M +$6.4K +41 +0.4%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$1.37M

VOOV Hedge Fund Activity: Q3 2023 in Review

291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2023, worth a combined $1.54B — up 3.6% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 19 closed out — a net gain of 6 holders — while 110 added to existing stakes and 79 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $98.8M. The largest seller was Mather Group, exiting entirely with an estimated $15.3M sold.

  • 291 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.54B of Vanguard S&P 500 Value ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2023 and 19 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $98.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2023 was Mather Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2023.