VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

154 hedge funds and large institutions have $815M invested in Vanguard S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+29
Holders Change %
+23.2%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
36
Increased
50
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
HM Capital Management
Missouri
$27.5M
2
Bank of America
2
Bank of America
North Carolina
$246M
3
CWM
3
Connecticut Wealth Management
Connecticut
$31M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.3M
5
PFO
5
Pathstone Family Office
New Jersey
$8.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41M
2
VWA
2
Visionary Wealth Advisors
Illinois
$386K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$907K
5
LFS
5
Lutz Financial Services
Nebraska
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$258K -$55.5K -449 -18%
CAM
102
Cozad Asset Management
Illinois
$258K – – –
OIA
103
OneDigital Investment Advisors
Kansas
$258K – – –
QCM
104
Quest Capital Management
Texas
$250K – – –
CB
105
Cadence Bank
Mississippi
$247K +$247K +2,000 New
GIA
106
Gladstone Institutional Advisory
Florida
$246K -$102K -828 -29%
ACI
107
Alpha Cubed Investments
California
$245K – – –
BWM
108
BCS Wealth Management
Tennessee
$244K – – –
EFS
109
Essex Financial Services
Connecticut
$229K +$229K +1,849 New
AIC
110
Archer Investment Corporation
Indiana
$226K – – –
UR
111
USCA RIA
Texas
$225K +$225K +1,823 New
SMC
112
Smith, Moore & Co
Missouri
$223K +$223K +1,806 New
CBFP
113
Cedar Brook Financial Partners
Ohio
$219K +$219K +1,774 New
SDAM
114
Shulman DeMeo Asset Management
New York
$215K +$215K +1,742 New
CF
115
Centaurus Financial
California
$209K +$22.3K +180 +12%
KAS
116
Kestra Advisory Services
Texas
$203K +$203K +1,651 New
ONB
117
Old National Bancorp
Indiana
$201K +$201K +1,629 New
RC
118
RegentAtlantic Capital
New Jersey
$200K +$200K +1,620 New
WT
119
Washington Trust
Rhode Island
$193K +$193K +1,560 New
SFS
120
Sowell Financial Services
Arkansas
$192K +$192K +1,553 New
ASN
121
Advisory Services Network
Georgia
$165K +$165K +1,330 New
CAAS
122
Capital Asset Advisory Services
Michigan
$158K +$53.2K +429 +51%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$135K +$124 +1 +0.1%
Citigroup
124
Citigroup
New York
$133K +$6.29K +51 +5%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$131K +$371 +3 +0.3%
3 4
5
6 7