We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

355 hedge funds and large institutions have $2.35B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $820K | Put options by funds: $229K

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

57% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 89

12% more capital invested

Capital invested by funds: $2.09B → $2.35B (+$260M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 329355 (+26)

0.18% less ownership

Funds ownership: 45.06%44.89% (-0.18%)

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
45
Increased
140
Reduced
89
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$3.94M -$251K -1,365 -6%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$3.92M +$2.56M +13,930 +209%
NSIM
78
North Star Investment Management
Illinois
$3.8M -$170K -926 -4%
AT
79
Arlington Trust
Alabama
$3.69M -$141K -767 -4%
PCS
80
Personal CFO Solutions
New Jersey
$3.66M +$11.2K +61 +0.3%
GA
81
Gateway Advisory
New Jersey
$3.57M +$10.6K +58 +0.3%
VA
82
Valmark Advisers
Ohio
$3.47M +$9K +49 +0.3%
RIG
83
Ramiah Investment Group
Wisconsin
$3.29M +$706K +3,845 +29%
RWP
84
RWA Wealth Partners
Massachusetts
$3.19M +$1.03M +5,596 +50%
SAM
85
SignalPoint Asset Management
Missouri
$3.15M -$46.8K -255 -2%
FHA
86
Flagship Harbor Advisors
Massachusetts
$3.05M +$107K +581 +4%
Comerica Bank
87
Comerica Bank
Texas
$3.04M +$570K +3,106 +24%
BWG
88
Balanced Wealth Group
Ohio
$3.01M -$8.45K -46 -0.3%
GS
89
GTS Securities
New York
$2.97M +$2.86M +15,601 New
AAS
90
Ameritas Advisory Services
Nebraska
$2.94M +$1.18M +6,450 +72%
AWS
91
Atria Wealth Solutions
New York
$2.92M -$697K -3,794 -20%
EH
92
Equitable Holdings
New York
$2.87M -$48.3K -263 -2%
P
93
&Partners
Tennessee
$2.78M +$1.92M +10,469 +278%
FB
94
First Bancorp
Maine
$2.74M
BCM
95
Brookstone Capital Management
Illinois
$2.7M -$1.14M -6,203 -30%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$2.57M +$297K +1,617 +14%
KWAG
97
Kiely Wealth Advisory Group
North Carolina
$2.45M -$70.9K -386 -3%
EFS
98
Essex Financial Services
Connecticut
$2.42M +$149K +811 +7%
CIA
99
Concurrent Investment Advisors
Florida
$2.38M -$436K -2,373 -16%
HI
100
Harbour Investments
Wisconsin
$2.35M -$15.4K -84 -0.7%

VOOV Hedge Fund Activity: Q3 2024 in Review

355 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2024, worth a combined $2.35B — up 12% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 16 closed out — a net gain of 29 holders — while 140 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $36.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $26.9M.

  • 355 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2024, up from 329 in Q2 2024.
  • Funds reported $2.35B of Vanguard S&P 500 Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2024 and 16 closed out, a net change of +29 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2024 was Bank of America, an estimated $36.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2024.