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Vanguard S&P 500 Value ETF

257 hedge funds and large institutions have $1.24B invested in Vanguard S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 69

5% more funds holding

Funds holding: 244257 (+13)

0.95% more ownership

Funds ownership: 43.36%44.31% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less capital invested

Capital invested by funds: $1.34B → $1.24B (-$99.1M)

Holders
257
Holders Change
+13
Holders Change %
+5.33%
% of All Funds
4.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
37
Increased
90
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
101
IBEX Wealth Advisors
New Jersey
$818K -$3K -21 -0.3%
WS
102
Wedbush Securities
California
$802K +$43.3K +303 +5%
VCM
103
Virtue Capital Management
Tennessee
$790K -$2.9M -20,291 -77%
WWM
104
Western Wealth Management
Colorado
$784K +$379K +2,654 +82%
EFS
105
Essex Financial Services
Connecticut
$777K +$265K +1,855 +46%
GA
106
Geller Advisors
New York
$744K -$167K -1,170 -17%
MWM
107
Modera Wealth Management
New Jersey
$731K +$786K +5,500 New
WIA
108
World Investment Advisors
California
$721K -$18.1K -127 -2%
SC
109
Sierra Capital
Florida
$704K -$199K -1,396 -21%
ECG
110
Edge Capital Group
Georgia
$701K
MP
111
McDonald Partners
Ohio
$691K +$61.3K +429 +9%
CAWM
112
Capital Advisors Wealth Management
Washington
$667K +$3.86K +27 +0.5%
DADC
113
D.A. Davidson & Co
Montana
$654K
Creative Planning
114
Creative Planning
Kansas
$625K -$44.4K -311 -6%
TFA
115
Tobias Financial Advisors
Florida
$584K
SVCP
116
Silicon Valley Capital Partners
California
$581K +$3.29K +23 +0.5%
SWA
117
Stratos Wealth Advisors
Ohio
$568K +$4.43K +31 +0.7%
BA
118
Bluesphere Advisors
Pennsylvania
$565K -$70.3K -492 -10%
JIC
119
Johnson Investment Counsel
Ohio
$561K +$603K +4,221 New
JMPWA
120
JP Morgan Private Wealth Advisors
California
$512K +$54.3K +380 +11%
SAM
121
Secure Asset Management
Michigan
$511K +$549K +3,845 New
RRC
122
Relaxing Retirement Coach
Massachusetts
$495K
SI
123
Stephens Inc
Arkansas
$469K
MFGM
124
Marshall Financial Group (Maryland)
Maryland
$461K +$1.71K +12 +0.3%
WB
125
West Bancorporation
Iowa
$458K

VOOV Hedge Fund Activity: Q2 2022 in Review

257 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2022, worth a combined $1.24B — down 7.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VOOV positions and 22 closed out — a net gain of 15 holders — while 90 added to existing stakes and 69 trimmed.

The largest buyer was WBH Advisory, opening a new position worth an estimated $23.6M. The largest seller was Power Corp of Canada, exiting entirely with an estimated $36M sold.

  • 257 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $1.24B of Vanguard S&P 500 Value ETF stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 37 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2022 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2022 was WBH Advisory, an estimated $23.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2022 was Power Corp of Canada, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2022.