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Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$2.41M -$212K -1,107 -8%
EFS
102
Essex Financial Services
Connecticut
$2.31M -$11.3K -59 -0.5%
HI
103
Harbour Investments
Wisconsin
$2.27M +$1.73K +9 +0.1%
CPP
104
Capasso Planning Partners
South Carolina
$2.26M +$260K +1,357 +12%
JIC
105
Johnson Investment Counsel
Ohio
$2.25M +$44.5K +232 +2%
ACM
106
Ascent Capital Management
Oregon
$2.23M +$2.32M +12,099 New
KWAG
107
Kiely Wealth Advisory Group
North Carolina
$2.2M -$183K -954 -8%
EWA
108
Encompass Wealth Advisors
Oregon
$2.17M +$43.9K +229 +2%
KAS
109
Kestra Advisory Services
Texas
$2.14M -$6.46M -33,672 -74%
HA
110
HFG Advisors
Ohio
$2.13M -$41K -214 -2%
EH
111
Equitable Holdings
New York
$1.93M -$886K -4,618 -31%
SFPG
112
Stonebridge Financial Planning Group
Florida
$1.92M -$98.6K -514 -5%
TPCW
113
TD Private Client Wealth
New York
$1.91M +$63.5K +331 +3%
IF
114
Intrua Financial
Texas
$1.86M -$105K -550 -5%
BA
115
Bluesphere Advisors
Pennsylvania
$1.85M -$324K -1,689 -14%
CWM
116
ClientFirst Wealth Management
Arkansas
$1.85M +$1.92M +10,005 New
I2I
117
Insight 2811 Inc
Illinois
$1.83M +$225K +1,174 +13%
PFS
118
Prospera Financial Services
Texas
$1.76M +$252K +1,316 +16%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.75M
MWM
120
Modera Wealth Management
New Jersey
$1.72M -$81.1K -423 -4%
MFWP
121
Mosaic Family Wealth Partners
Missouri
$1.7M +$31.6K +165 +2%
AWM
122
Avior Wealth Management
Nebraska
$1.65M -$14K -73 -0.8%
BBWP
123
Beacon Bridge Wealth Partners
Pennsylvania
$1.63M -$36.3K -189 -2%
FTS
124
Fifth Third Securities
Ohio
$1.6M +$111K +577 +7%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$1.57M +$410K +2,139 +34%

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.