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Vanguard S&P 500 Value ETF

329 hedge funds and large institutions have $2.09B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $352K | Put options by funds: $105K

42% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 79

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

1% more funds holding

Funds holding: 327329 (+2)

1% more capital invested

Capital invested by funds: $2.08B → $2.09B (+$12.3M)

0.19% more ownership

Funds ownership: 44.87%45.06% (+0.19%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
41
Increased
112
Reduced
79
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
101
Capasso Planning Partners
South Carolina
$1.92M +$16.9K +96 +0.9%
IF
102
Intrua Financial
Texas
$1.9M -$216K -1,228 -10%
EWA
103
Encompass Wealth Advisors
Oregon
$1.85M +$107K +609 +6%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$1.75M -$13K -74 -0.7%
MWM
105
Modera Wealth Management
New Jersey
$1.72M +$32.6K +185 +2%
BBWP
106
Beacon Bridge Wealth Partners
Pennsylvania
$1.65M -$22.7K -129 -1%
AWM
107
Avior Wealth Management
Nebraska
$1.61M -$57.8K -328 -3%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$1.59M +$79.3K +450 +5%
MFWP
109
Mosaic Family Wealth Partners
Missouri
$1.59M
AAS
110
Ameritas Advisory Services
Nebraska
$1.57M +$870K +4,933 +123%
SOS
111
Silver Oak Securities
Tennessee
$1.56M +$1.56M +8,862 New
FTS
112
Fifth Third Securities
Ohio
$1.5M +$164K +929 +12%
AW
113
Avion Wealth
Texas
$1.48M -$324K -1,840 -18%
I2I
114
Insight 2811 Inc
Illinois
$1.45M +$62.9K +357 +5%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.41M +$31.9K +181 +2%
VP
116
Verum Partners
North Carolina
$1.41M -$358K -2,033 -20%
GA
117
Geller Advisors
New York
$1.39M +$50.4K +286 +4%
BFA
118
Bragg Financial Advisors
North Carolina
$1.27M -$71K -403 -5%
VBWMG
119
Von Berge Wealth Management Group
California
$1.24M +$7.05K +40 +0.6%
STA
120
Summit Trail Advisors
New York
$1.22M
ECM
121
Evergreen Capital Management
Washington
$1.19M
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$1.17M +$604K +3,426 +106%
SC
123
Sierra Capital
Florida
$1.17M +$13.2K +75 +1%
WS
124
Wedbush Securities
California
$1.14M -$126K -717 -10%
LCM
125
Logan Capital Management
Pennsylvania
$1.13M -$14.8K -84 -1%

VOOV Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2024, worth a combined $2.09B — up 0.59% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOOV positions and 34 closed out — a net gain of 7 holders — while 112 added to existing stakes and 79 trimmed.

The largest buyer was Mather Group, adding an estimated $20.1M. The largest seller was Provident Wealth Management, exiting entirely with an estimated $21.6M sold.

  • 329 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2024, up from 327 in Q1 2024.
  • Funds reported $2.09B of Vanguard S&P 500 Value ETF stock for Q2 2024, up 0.59% quarter-over-quarter.
  • 41 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2024 and 34 closed out, a net change of +7 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2024 was Mather Group, an estimated $20.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2024 was Provident Wealth Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.