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Vanguard S&P 500 Value ETF
VOOV

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,919% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $31K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $1.34B → $1.49B (+$153M)

2% more funds holding

Funds holding: 281 → 287 (+6)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

1% more ownership

Funds ownership: 42.06% → 43.06% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
25
Increased
90
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$16.1M
3
MG
Mather Group
Illinois
+$14.6M
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
+$13.4M
5
RIG
Ramiah Investment Group
Wisconsin
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.2M
2
UBS Group
UBS Group
Switzerland
-$10.1M
3
Ameriprise
Ameriprise
Minnesota
-$6.03M
4
HC
Hamilton Capital
Ohio
-$4.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
101
Fifth Third Securities
Ohio
$1.44M +$135K +904 +11%
GA
102
Geller Advisors
New York
$1.43M – – –
TWC
103
TD Waterhouse Canada
Ontario, Canada
$1.42M -$447 -3 -0%
MML Investors Services
104
MML Investors Services
Massachusetts
$1.4M +$159K +1,065 +13%
MFWP
105
Mosaic Family Wealth Partners
Missouri
$1.4M – – –
EH
106
Equitable Holdings
New York
$1.39M +$382K +2,566 +40%
Renaissance Technologies
107
Renaissance Technologies
New York
$1.39M +$1.32M +8,900 New
CPP
108
Capasso Planning Partners
South Carolina
$1.37M +$95.6K +642 +8%
Fiera Capital (Canada)
109
Fiera Capital (Canada)
Quebec, Canada
$1.36M -$12.2M -81,930 -90%
RA
110
Rodgers & Associates
Pennsylvania
$1.28M – – –
RA
111
RFG Advisory
Alabama
$1.23M +$7.89K +53 +0.7%
AIA
112
Arbor Investment Advisors
North Carolina
$1.23M -$162K -1,090 -12%
UCFA
113
United Capital Financial Advisors
Texas
$1.12M -$14.1K -95 -1%
VBWMG
114
Von Berge Wealth Management Group
California
$1.09M – – –
STA
115
Summit Trail Advisors
New York
$1.08M – – –
SC
116
Savant Capital
Illinois
$1.06M +$67.3K +452 +7%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.04M -$14.9K -100 -1%
ECM
118
Evergreen Capital Management
Washington
$1.03M +$753K +5,056 +330%
I2I
119
Insight 2811 Inc
Illinois
$1.01M +$968K +6,501 New
CS
120
Comerica Securities
Michigan
$986K +$614K +4,122 +189%
SCM
121
SCS Capital Management
Massachusetts
$981K – – –
PCS
122
Personal CFO Solutions
New Jersey
$978K +$26.5K +178 +3%
CFGSD
123
Compass Financial Group (South Dakota)
South Dakota
$977K – – –
BAM
124
Beaumont Asset Management
Texas
$977K -$107K -717 -10%
KW
125
KWB Wealth
California
$975K -$15.3K -103 -2%
3 4
5
6 7

VOOV Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2023, worth a combined $1.49B — up 11% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 16 closed out — a net gain of 9 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $24.3M. The largest seller was Fiera Capital (Canada), cutting an estimated $12.2M.

  • 287 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2023, up from 281 in Q1 2023.
  • Funds reported $1.49B of Vanguard S&P 500 Value ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2023 and 16 closed out, a net change of +9 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2023 was Bank of America, an estimated $24.3M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2023 was Fiera Capital (Canada), an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2023.