VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

191 hedge funds and large institutions have $924M invested in Vanguard S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
20
Increased
51
Reduced
49
Closed
17
Calls
$26K
Puts
$326K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.56M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.7M
4
LPL Financial
4
LPL Financial
California
$34.8M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$213M
2
Goldman Sachs
2
Goldman Sachs
New York
$889K
3
Jane Street
3
Jane Street
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
PFO
5
Pathstone Family Office
New Jersey
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Archer Investment Corporation
Indiana
$257K – – –
SMC
127
Smith, Moore & Co
Missouri
$256K – – –
USCWA
128
U.S. Capital Wealth Advisors
Texas
$256K +$256K +1,823 New
CW
129
CreativeOne Wealth
Kansas
$255K – – –
PAS
130
Park Avenue Securities
New York
$252K – – –
OPW
131
Oxler Private Wealth
New York
$249K +$249K +1,773 New
EH
132
Equitable Holdings
New York
$233K +$24.3K +173 +12%
BCM
133
Barometer Capital Management
Ontario, Canada
$230K +$111K +790 +93%
CBFP
134
Cedar Brook Financial Partners
Ohio
$228K -$7.87K -56 -3%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$223K +$141 +1 +0.1%
BA
136
Bluesphere Advisors
Pennsylvania
$223K +$223K +1,589 New
SWM
137
Spire Wealth Management
Virginia
$220K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$218K +$167K +1,185 +326%
SS
139
Sunbelt Securities
Texas
$217K – – –
ECM
140
Evergreen Capital Management
Washington
$216K – – –
BAM
141
Belpointe Asset Management
Nevada
$211K – – –
BHWM
142
Bar Harbor Wealth Management
New Hampshire
$211K +$211K +1,500 New
PMG
143
ProVise Management Group
Florida
$210K – – –
WMA
144
Wealth Management Associates
New Jersey
$209K – – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$208K -$1.82K -13 -0.9%
CRC
146
Curi RMB Capital
Illinois
$205K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$152K +$49.9K +354 +49%
BW
148
Bison Wealth
Georgia
$151K – – –
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$144K -$10.6K -75 -7%
TPCW
150
TD Private Client Wealth
New York
$143K -$4.78K -34 -3%
4 5
6
7 8