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Vanguard S&P 500 Value ETF

244 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

153% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $1.06B → $1.34B (+$281M)

11% more funds holding

Funds holding: 219244 (+25)

2.45% more ownership

Funds ownership: 40.91%43.36% (+2.5%)

Holders
244
Holders Change
+25
Holders Change %
+11.42%
% of All Funds
3.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
45
Increased
101
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$793K -$51.8K -348 -6%
V
102
Veritable
Delaware
$767K +$757K +5,090 New
Creative Planning
103
Creative Planning
Kansas
$756K -$11.5K -77 -2%
CAWM
104
Capital Advisors Wealth Management
Washington
$753K +$2.83K +19 +0.4%
DADC
105
D.A. Davidson & Co
Montana
$742K
MP
106
McDonald Partners
Ohio
$719K +$709K +4,769 New
BA
107
Bluesphere Advisors
Pennsylvania
$715K +$362K +2,434 +105%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$670K +$640K +4,305 +3,075%
TFA
109
Tobias Financial Advisors
Florida
$663K +$654K +4,398 New
SVCP
110
Silicon Valley Capital Partners
California
$655K +$647K +4,347 New
SWA
111
Stratos Wealth Advisors
Ohio
$640K -$5.21K -35 -0.8%
EFS
112
Essex Financial Services
Connecticut
$601K +$37K +249 +7%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$601K +$383K +2,576 +182%
NAS
114
Nicolet Advisory Services
Wisconsin
$591K -$41.4K -278 -7%
AAS
115
Ameritas Advisory Services
Nebraska
$583K +$27.7K +186 +5%
SDAM
116
Shulman DeMeo Asset Management
New York
$569K +$2.08K +14 +0.4%
RRC
117
Relaxing Retirement Coach
Massachusetts
$561K
PCG
118
Private Capital Group
Connecticut
$532K -$243K -1,631 -32%
SI
119
Stephens Inc
Arkansas
$532K -$221K -1,488 -30%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$525K +$74.4K +500 +17%
JMPWA
121
JP Morgan Private Wealth Advisors
California
$523K +$140K +944 +37%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$522K +$1.19K +8 +0.2%
WB
123
West Bancorporation
Iowa
$520K +$513K +3,450 New
CG
124
Colony Group
Massachusetts
$512K +$505K +3,395 New
BSW
125
Buckingham Strategic Wealth
Missouri
$508K

VOOV Hedge Fund Activity: Q1 2022 in Review

244 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2022, worth a combined $1.34B — up 27% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 14 closed out — a net gain of 31 holders — while 101 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $96.6M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $11.9M.

  • 244 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2022, up from 219 in Q4 2021.
  • Funds reported $1.34B of Vanguard S&P 500 Value ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2022 and 14 closed out, a net change of +31 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $96.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.