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Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
101
Capasso Planning Partners
South Carolina
$1.95M +$3.09K +18 +0.2%
TPCW
102
TD Private Client Wealth
New York
$1.86M +$245K +1,425 +16%
Comerica Bank
103
Comerica Bank
Texas
$1.86M -$1.91M -11,105 -52%
AW
104
Avion Wealth
Texas
$1.85M -$280K -1,629 -14%
VP
105
Verum Partners
North Carolina
$1.81M -$285K -1,657 -14%
SC
106
Savant Capital
Illinois
$1.8M -$31.1K -181 -2%
EWA
107
Encompass Wealth Advisors
Oregon
$1.79M +$16.2K +94 +1%
MWM
108
Modera Wealth Management
New Jersey
$1.73M -$20.8K -121 -1%
AWM
109
Avior Wealth Management
Nebraska
$1.71M -$238K -1,384 -13%
BBWP
110
Beacon Bridge Wealth Partners
Pennsylvania
$1.71M -$66.5K -387 -4%
MFWP
111
Mosaic Family Wealth Partners
Missouri
$1.63M +$3.61K +21 +0.2%
EFS
112
Essex Financial Services
Connecticut
$1.57M +$249K +1,448 +20%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$1.55M +$1.48M +8,585 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$1.54M +$262K +1,524 +22%
RA
115
Rational Advisors
New York
$1.52M -$538K -3,129 -27%
AIA
116
Arbor Investment Advisors
North Carolina
$1.45M +$4.98K +29 +0.4%
I2I
117
Insight 2811 Inc
Illinois
$1.42M +$139K +810 +11%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.39M
BFA
119
Bragg Financial Advisors
North Carolina
$1.38M -$353K -2,057 -21%
FTS
120
Fifth Third Securities
Ohio
$1.36M +$127K +738 +11%
GA
121
Geller Advisors
New York
$1.36M -$302K -1,756 -19%
WS
122
Wedbush Securities
California
$1.3M -$76.5K -445 -6%
PCS
123
Personal CFO Solutions
New Jersey
$1.3M +$34.5K +201 +3%
VBWMG
124
Von Berge Wealth Management Group
California
$1.27M +$24.4K +142 +2%
STA
125
Summit Trail Advisors
New York
$1.25M

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.