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Vanguard S&P 500 Value ETF

392 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 156 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $313K | Put options by funds: $143K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 104

2% more funds holding

Funds holding: 385392 (+7)

0.76% less ownership

Funds ownership: 44.84%44.09% (-0.76%)

1% less capital invested

Capital invested by funds: $2.34B → $2.32B (-$29.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
392
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
33
Increased
156
Reduced
104
Closed
21
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
76
Balanced Wealth Group
Ohio
$3.73M +$825K +4,408 +28%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$3.72M -$316K -1,689 -8%
Lazard Asset Management
78
Lazard Asset Management
New York
$3.62M -$2.99K -16 -0.1%
SFM
79
Signet Financial Management
New Jersey
$3.61M -$215K -1,148 -6%
Comerica Bank
80
Comerica Bank
Texas
$3.58M +$339K +1,812 +10%
NSIM
81
North Star Investment Management
Illinois
$3.56M +$748 +4 +0%
CWM
82
Centricity Wealth Management
Ohio
$3.53M +$733K +3,915 +26%
CI
83
Constellation Investments
Ohio
$3.5M +$3.56M +19,000 New
AF
84
Allworth Financial
California
$3.46M +$120K +641 +3%
AT
85
Arlington Trust
Alabama
$3.3M +$2.81K +15 +0.1%
SG
86
StoneX Group
New York
$3.3M -$67.2K -359 -2%
RIG
87
Ramiah Investment Group
Wisconsin
$3.15M -$611K -3,265 -16%
AWS
88
Atria Wealth Solutions
New York
$3.08M +$331K +1,769 +12%
FB
89
First Bancorp
Maine
$2.98M +$134K +716 +5%
FWA
90
Flagship Wealth Advisors
Massachusetts
$2.87M +$1.91M +10,221 +190%
RWP
91
RWA Wealth Partners
Massachusetts
$2.83M -$153K -820 -5%
FHA
92
Flagship Harbor Advisors
Massachusetts
$2.8M -$124K -664 -4%
FFA
93
Farther Finance Advisors
California
$2.66M +$2.51M +13,417 +1,298%
VA
94
Valmark Advisers
Ohio
$2.5M -$944K -5,047 -27%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2.48M -$136K -729 -5%
GVAG
96
Great Valley Advisor Group
Delaware
$2.47M -$666K -3,560 -21%
EWA
97
Encompass Wealth Advisors
Oregon
$2.38M +$222K +1,188 +10%
CPP
98
Capasso Planning Partners
South Carolina
$2.28M +$23K +123 +1%
EFS
99
Essex Financial Services
Connecticut
$2.26M -$50.5K -270 -2%
SAM
100
Strive Asset Management
Ohio
$2.25M -$1.3M -6,921 -36%

VOOV Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2025, worth a combined $2.32B — down 1.3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOOV positions and 21 closed out — a net gain of 12 holders — while 156 added to existing stakes and 104 trimmed.

The largest buyer was Truist Financial, adding an estimated $13.8M. The largest seller was Connecticut Wealth Management, cutting an estimated $12.4M.

  • 392 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2025, up from 385 in Q4 2024.
  • Funds reported $2.32B of Vanguard S&P 500 Value ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2025 was Truist Financial, an estimated $13.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2025 was Connecticut Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.