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Vanguard S&P 500 Value ETF

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: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$3.82M -$767 -4 -0%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$3.81M -$6.51M -33,948 -62%
RIG
78
Ramiah Investment Group
Wisconsin
$3.76M +$598K +3,115 +18%
William Blair & Company
79
William Blair & Company
Illinois
$3.63M -$235K -1,223 -6%
Lazard Asset Management
80
Lazard Asset Management
New York
$3.63M -$193K -1,006 -5%
AF
81
Allworth Financial
California
$3.59M +$3.11M +16,231 +581%
NSIM
82
North Star Investment Management
Illinois
$3.56M -$116K -604 -3%
SAM
83
Strive Asset Management
Ohio
$3.53M +$3.67M +19,156 New
VA
84
Valmark Advisers
Ohio
$3.43M +$74.2K +387 +2%
SG
85
StoneX Group
New York
$3.37M +$3.51M +18,278 New
AT
86
Arlington Trust
Alabama
$3.31M -$279K -1,452 -7%
Comerica Bank
87
Comerica Bank
Texas
$3.26M +$329K +1,715 +11%
GS
88
GTS Securities
New York
$3.21M +$344K +1,795 +12%
GVAG
89
Great Valley Advisor Group
Delaware
$3.14M +$2.59M +13,492 +385%
BWG
90
Balanced Wealth Group
Ohio
$3M +$3.84K +20 +0.1%
RWP
91
RWA Wealth Partners
Massachusetts
$2.99M -$101K -526 -3%
CIA
92
Concurrent Investment Advisors
Florida
$2.97M +$700K +3,650 +29%
FHA
93
Flagship Harbor Advisors
Massachusetts
$2.92M -$28.6K -149 -0.9%
FB
94
First Bancorp
Maine
$2.85M +$201K +1,050 +7%
CWM
95
Centricity Wealth Management
Ohio
$2.81M +$2.93M +15,252 New
AWS
96
Atria Wealth Solutions
New York
$2.76M -$52.2K -272 -2%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$2.75M +$2.41M +12,568 +532%
SAM
98
SignalPoint Asset Management
Missouri
$2.68M -$392K -2,045 -12%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$2.62M +$143K +747 +6%
EP
100
Essential Planning
New Hampshire
$2.51M +$2.51M +13,081 New

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.