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Vanguard S&P 500 Value ETF

275 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $84K

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

100% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 55

13% more funds holding

Funds holding: 244275 (+31)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.57% more ownership

Funds ownership: 40.71%43.29% (+2.6%)

1% more capital invested

Capital invested by funds: $1.29B → $1.3B (+$9.98M)

Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
4.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
54
Increased
110
Reduced
55
Closed
16
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
126
Franklin Resources
California
$710K -$105K -758 -13%
WIA
127
World Investment Advisors
California
$704K -$20.7K -150 -3%
DADC
128
D.A. Davidson & Co
Montana
$690K
Jane Street
129
Jane Street
New York
$648K +$639K +4,629 New
Creative Planning
130
Creative Planning
Kansas
$646K +$3.73K +27 +0.6%
CPFP
131
Clear Perspectives Financial Planning
Ohio
$631K +$622K +4,502 New
SVCP
132
Silicon Valley Capital Partners
California
$620K +$8.01K +58 +1%
GVAG
133
Great Valley Advisor Group
Delaware
$616K +$608K +4,401 New
TFA
134
Tobias Financial Advisors
Florida
$616K
RIA
135
Regal Investment Advisors
Michigan
$576K -$265K -1,920 -32%
TC
136
TownSquare Capital
Utah
$560K +$552K +3,995 New
CF
137
Centaurus Financial
California
$538K +$175K +1,270 +49%
WPC
138
Wedmont Private Capital
Pennsylvania
$535K +$265K +1,920 +107%
WANY
139
Wealthspire Advisors (New York)
New York
$527K
RRC
140
Relaxing Retirement Coach
Massachusetts
$522K
Cerity Partners
141
Cerity Partners
New York
$503K +$496K +3,592 New
KPWS
142
Kestra Private Wealth Services
Texas
$500K +$109K +792 +29%
SI
143
Stephens Inc
Arkansas
$491K -$2.9K -21 -0.6%
MFGM
144
Marshall Financial Group (Maryland)
Maryland
$489K +$2.35K +17 +0.5%
SA
145
SFI Advisors
New Jersey
$486K +$479K +3,468 New
VFO
146
Virtus Family Office
Texas
$484K -$834K -6,038 -64%
WB
147
West Bancorporation
Iowa
$483K
SDAM
148
Shulman DeMeo Asset Management
New York
$460K +$5.94K +43 +1%
WT
149
Washington Trust
Rhode Island
$459K
MPM
150
MBB Public Markets
Illinois
$451K +$2.21K +16 +0.5%

VOOV Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2022, worth a combined $1.3B — up 0.77% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VOOV positions and 16 closed out — a net gain of 38 holders — while 110 added to existing stakes and 55 trimmed.

The largest buyer was CIBC World Markets, opening a new position worth an estimated $13.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.3M sold.

  • 275 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.3B of Vanguard S&P 500 Value ETF stock for Q4 2022, up 0.77% quarter-over-quarter.
  • 54 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2022 and 16 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2022 was CIBC World Markets, an estimated $13.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2022 was Citadel Advisors, an estimated $3.3M sold.

Based on aggregated 13F filings for Q4 2022.