VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$919K +$10.9K +73 +1%
AR
127
Apeiron RIA
Texas
$903K – – –
BAM
128
Beaumont Asset Management
Texas
$898K -$35.5K -239 -4%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$839K -$26K -175 -3%
WPC
130
Wedmont Private Capital
Pennsylvania
$827K +$55.1K +370 +7%
EFS
131
Essex Financial Services
Connecticut
$819K +$149 +1 +0%
SS
132
Simplicity Solutions
Minnesota
$782K -$631K -4,247 -45%
BFG
133
Bleakley Financial Group
New Jersey
$782K -$631K -4,247 -45%
WIA
134
World Investment Advisors
California
$774K -$122K -820 -14%
1WM
135
1900 Wealth Management
Texas
$773K -$82.5K -555 -10%
CAWM
136
Capital Advisors Wealth Management
Washington
$763K +$3.42K +23 +0.5%
DADC
137
D.A. Davidson & Co
Montana
$732K – – –
AP
138
Arlington Partners
Alabama
$730K -$2.5M -16,782 -77%
AT
139
Arlington Trust
Alabama
$730K +$730K +4,909 New
CF
140
Centaurus Financial
California
$688K +$140K +940 +25%
Creative Planning
141
Creative Planning
Kansas
$687K +$892 +6 +0.1%
CIA
142
Compass Ion Advisors
Pennsylvania
$682K +$41K +276 +6%
LTL
143
Lowery Thomas LLC
California
$675K +$41.9K +282 +7%
GVAG
144
Great Valley Advisor Group
Delaware
$675K +$4.31K +29 +0.6%
SVCP
145
Silicon Valley Capital Partners
California
$664K +$2.83K +19 +0.4%
TFA
146
Tobias Financial Advisors
Florida
$654K – – –
BRWA
147
B. Riley Wealth Advisors
Florida
$637K +$60.1K +402 +10%
RIA
148
Regal Investment Advisors
Michigan
$613K +$1.93K +13 +0.3%
SAM
149
Secure Asset Management
Michigan
$558K +$131K +879 +31%
WANY
150
Wealthspire Advisors (New York)
New York
$536K -$15.3K -103 -3%
4 5
6
7 8