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Vanguard S&P 500 Value ETF
VOOV

244 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

153% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

27% more capital invested

Capital invested by funds: $1.06B → $1.34B (+$281M)

11% more funds holding

Funds holding: 219 → 244 (+25)

2.45% more ownership

Funds ownership: 40.91% → 43.36% (+2.5%)

Holders
244
Holders Change
+25
Holders Change %
+11.42%
% of All Funds
3.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
45
Increased
101
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$96.6M
2
PCOC
Power Corp of Canada
Canada
+$35.6M
3
AWM
AE Wealth Management
Kansas
+$27.2M
4
SAS
SMI Advisory Services
Indiana
+$19.3M
5
HighTower Advisors
HighTower Advisors
Illinois
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
WFA
Websterrogers Financial Advisors
South Carolina
-$11.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
3
Bank of America
Bank of America
North Carolina
-$3.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$3.21M
5
Amundi
Amundi
France
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
126
Washington Trust
Rhode Island
$494K – – –
WWM
127
Western Wealth Management
Colorado
$490K +$483K +3,249 New
Renaissance Technologies
128
Renaissance Technologies
New York
$482K -$750K -5,040 -61%
BCM
129
Barometer Capital Management
Ontario, Canada
$467K +$344K +2,310 +292%
CS
130
Credit Suisse
Switzerland
$467K – – –
RTS
131
Round Table Services
New Jersey
$417K +$411K +2,765 New
ACA
132
Affinity Capital Advisors
California
$415K +$595 +4 +0.1%
PPA
133
Parametric Portfolio Associates
Washington
$414K -$83.9K -564 -17%
MFG
134
Magnus Financial Group
New York
$405K +$1.49K +10 +0.4%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$400K -$3.21M -21,598 -89%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$400K +$236K +1,584 +148%
CS
137
Comerica Securities
Michigan
$397K +$9.67K +65 +3%
SWP
138
Stratos Wealth Partners
Ohio
$393K -$5.06K -34 -1%
CF
139
Centaurus Financial
California
$388K +$81.8K +550 +27%
RHBC
140
R.H. Bluestein & Co
Michigan
$380K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$378K +$153K +1,029 +69%
BIA
142
BHK Investment Advisors
Alabama
$377K – – –
PFG
143
Pinnacle Financial Group
Illinois
$377K – – –
SWM
144
Silverlake Wealth Management
Vermont
$375K +$297 +2 +0.1%
RSWM
145
Robertson Stephens Wealth Management
California
$372K – – –
EWA
146
Encompass Wealth Advisors
Oregon
$363K +$149 +1 +0%
KPWS
147
Kestra Private Wealth Services
Texas
$360K +$1.19K +8 +0.3%
OC
148
Oppenheimer & Co
New York
$340K +$335K +2,253 New
CAM
149
Cozad Asset Management
Illinois
$328K – – –
CCB
150
Cutter & Co Brokerage
Missouri
$328K +$25.6K +172 +9%
4 5
6
7 8

VOOV Hedge Fund Activity: Q1 2022 in Review

244 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2022, worth a combined $1.34B — up 27% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 14 closed out — a net gain of 31 holders — while 101 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $96.6M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $11.9M.

  • 244 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2022, up from 219 in Q4 2021.
  • Funds reported $1.34B of Vanguard S&P 500 Value ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2022 and 14 closed out, a net change of +31 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $96.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.