We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

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.

New
Increased
Maintained
Reduced
Closed

9,613% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $15K

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

1% more funds holding

Funds holding: 287291 (+4)

1.18% more ownership

Funds ownership: 43.06%44.23% (+1.2%)

4% more capital invested

Capital invested by funds: $1.49B → $1.54B (+$53.5M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$919K +$11.4K +73 +1%
AR
127
Apeiron RIA
Texas
$903K
BAM
128
Beaumont Asset Management
Texas
$898K -$37.3K -239 -4%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$839K -$27.3K -175 -3%
WPC
130
Wedmont Private Capital
Pennsylvania
$827K +$57.8K +370 +7%
EFS
131
Essex Financial Services
Connecticut
$819K +$156 +1 +0%
BFG
132
Bleakley Financial Group
New Jersey
$782K -$663K -4,247 -45%
SS
133
Simplicity Solutions
Minnesota
$782K -$663K -4,247 -45%
WIA
134
World Investment Advisors
California
$774K -$128K -820 -14%
1WM
135
1900 Wealth Management
Texas
$773K -$86.7K -555 -10%
CAWM
136
Capital Advisors Wealth Management
Washington
$763K +$3.59K +23 +0.5%
DADC
137
D.A. Davidson & Co
Montana
$732K
AP
138
Arlington Partners
Alabama
$730K -$2.62M -16,782 -77%
AT
139
Arlington Trust
Alabama
$730K +$767K +4,909 New
CF
140
Centaurus Financial
California
$688K +$147K +940 +25%
Creative Planning
141
Creative Planning
Kansas
$687K +$937 +6 +0.1%
CIA
142
Compass Ion Advisors
Pennsylvania
$682K +$43.1K +276 +6%
LTL
143
Lowery Thomas LLC
California
$675K +$44K +282 +7%
GVAG
144
Great Valley Advisor Group
Delaware
$675K +$4.53K +29 +0.6%
SVCP
145
Silicon Valley Capital Partners
California
$664K +$2.97K +19 +0.4%
TFA
146
Tobias Financial Advisors
Florida
$654K
BRWA
147
B. Riley Wealth Advisors
Florida
$637K +$62.8K +402 +10%
RIA
148
Regal Investment Advisors
Michigan
$613K +$2.03K +13 +0.3%
SAM
149
Secure Asset Management
Michigan
$558K +$137K +879 +31%
WANY
150
Wealthspire Advisors (New York)
New York
$536K -$16.1K -103 -3%

VOOV Hedge Fund Activity: Q3 2023 in Review

291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2023, worth a combined $1.54B — up 3.6% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 19 closed out — a net gain of 6 holders — while 110 added to existing stakes and 79 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $98.8M. The largest seller was Mather Group, exiting entirely with an estimated $15.3M sold.

  • 291 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.54B of Vanguard S&P 500 Value ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2023 and 19 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $98.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2023 was Mather Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2023.