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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
PB
101
Pinnacle Bancorp
Nebraska
$110K -$1.44K -14 -1%
CF
102
Centaurus Financial
California
$110K +$108K +1,050 New
William Blair & Company
103
William Blair & Company
Illinois
$109K -$13.8K -134 -11%
Citigroup
104
Citigroup
New York
$107K -$43.7K -425 -29%
IA
105
IFP Advisors
Florida
$107K – – –
BW
106
Bison Wealth
Georgia
$92K -$25.3K -246 -22%
BCM
107
Barometer Capital Management
Ontario, Canada
$88.6K – – –
LC
108
Lindbrook Capital
California
$82K +$80.8K +786 New
ADL
109
Asset Dedication LLC
California
$71K – – –
CAAS
110
Capital Asset Advisory Services
Michigan
$71K +$65.1K +633 New
HWA
111
Heritage Wealth Advisors
Virginia
$65.4K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$52K -$78.5K -764 -61%
CAL
113
Capital Advisors Ltd
Ohio
$45K – – –
CAC
114
Certified Advisory Corp
Florida
$44K – – –
THWM
115
Taylor Hoffman Wealth Management
Virginia
$39K +$38.2K +372 New
BlackRock
116
BlackRock
New York
$34K – – –
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$33K -$4.52K -44 -12%
VCM
118
Versant Capital Management
Arizona
$32K – – –
PCIA
119
Prime Capital Investment Advisors
Kansas
$30K – – –
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.2K +$8.74K +85 +46%
First Manhattan
121
First Manhattan
New York
$17K – – –
GEA
122
Glen Eagle Advisors
New Jersey
$16.9K – – –
APA
123
American Portfolios Advisors
New York
$11.5K – – –
TCM
124
TD Capital Management
Tennessee
$10K +$10.1K +98 New
FCA
125
FinTrust Capital Advisors
South Carolina
$10K +$10.3K +100 New
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.