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Vanguard S&P 500 Value ETF
VOOV

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

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

34% more capital invested

Capital invested by funds: $609M → $815M (+$206M)

23% more funds holding

Funds holding: 125 → 154 (+29)

1.54% more ownership

Funds ownership: 48.59% → 50.13% (+1.5%)

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

Rank Fund Capital Flow
1
HCM
HM Capital Management
Missouri
+$26M
2
Bank of America
Bank of America
North Carolina
+$20.1M
3
Goldman Sachs
Goldman Sachs
New York
+$12.6M
4
CWM
Connecticut Wealth Management
Connecticut
+$11.4M
5
PFO
Pathstone Family Office
New Jersey
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$12.1M
2
VWA
Visionary Wealth Advisors
Illinois
-$1.71M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.04M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$797K
5
LFS
Lutz Financial Services
Nebraska
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$258K -$52.6K -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 +$234K +2,000 New
GIA
106
Gladstone Institutional Advisory
Florida
$246K -$96.9K -828 -29%
ACI
107
Alpha Cubed Investments
California
$245K – – –
BWM
108
BCS Wealth Management
Tennessee
$244K – – –
EFS
109
Essex Financial Services
Connecticut
$229K +$216K +1,849 New
AIC
110
Archer Investment Corporation
Indiana
$226K – – –
UR
111
USCA RIA
Texas
$225K +$213K +1,823 New
SMC
112
Smith, Moore & Co
Missouri
$223K +$211K +1,806 New
CBFP
113
Cedar Brook Financial Partners
Ohio
$219K +$208K +1,774 New
SDAM
114
Shulman DeMeo Asset Management
New York
$215K +$204K +1,742 New
CF
115
Centaurus Financial
California
$209K +$21.1K +180 +12%
KAS
116
Kestra Advisory Services
Texas
$203K +$193K +1,651 New
ONB
117
Old National Bancorp
Indiana
$201K +$191K +1,629 New
RC
118
RegentAtlantic Capital
New Jersey
$200K +$190K +1,620 New
WT
119
Washington Trust
Rhode Island
$193K +$183K +1,560 New
SFS
120
Sowell Financial Services
Arkansas
$192K +$182K +1,553 New
ASN
121
Advisory Services Network
Georgia
$165K +$156K +1,330 New
CAAS
122
Capital Asset Advisory Services
Michigan
$158K +$50.2K +429 +51%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$135K +$117 +1 +0.1%
Citigroup
124
Citigroup
New York
$133K +$5.97K +51 +5%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$131K +$351 +3 +0.3%
3 4
5
6 7

VOOV Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2020, worth a combined $815M — up 34% from $609M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOOV positions and 6 closed out — a net gain of 30 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was HM Capital Management, opening a new position worth an estimated $26M. The largest seller was UBS Group, cutting an estimated $12.1M.

  • 154 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2020, up from 125 in Q3 2020.
  • Funds reported $815M of Vanguard S&P 500 Value ETF stock for Q4 2020, up 34% quarter-over-quarter.
  • 36 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2020 and 6 closed out, a net change of +30 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2020 was HM Capital Management, an estimated $26M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2020 was UBS Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2020.