Vanguard S&P 500 Value ETF
VOOV
130 hedge funds and large institutions have $588M invested in Vanguard S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
18% more capital invested
Capital invested by funds: $498M → $588M (+$89.4M)
16% more funds holding
Funds holding: 112 → 130 (+18)
0.42% less ownership
Funds ownership: 49.98% → 49.56% (-0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$9.23M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.9M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$7.66M |
| 4 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$6.59M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
-$9.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.17M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.71M |
| 4 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$4.83M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.48M |
VOOV Hedge Fund Activity: Q2 2020 in Review
130 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2020, worth a combined $588M — up 18% from $498M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VOOV positions and 13 closed out — a net gain of 18 holders — while 39 added to existing stakes and 33 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $9.23M. The largest seller was Biltmore Capital Advisors, cutting an estimated $9.45M.
- 130 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2020, up from 112 in Q1 2020.
- Funds reported $588M of Vanguard S&P 500 Value ETF stock for Q2 2020, up 18% quarter-over-quarter.
- 31 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2020 and 13 closed out, a net change of +18 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $9.23M added.
- The largest Vanguard S&P 500 Value ETF seller in Q2 2020 was Biltmore Capital Advisors, an estimated $9.45M sold.
Based on aggregated 13F filings for Q2 2020.