We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Evergreen Capital Management
Washington
$1.21M +$19.8K +115 +2%
SC
127
Sierra Capital
Florida
$1.18M -$819K -4,769 -42%
LCM
128
Logan Capital Management
Pennsylvania
$1.18M +$1.12M +6,540 New
EWM
129
Evercore Wealth Management
New York
$1.14M
Fiera Capital (Canada)
130
Fiera Capital (Canada)
Quebec, Canada
$1.14M -$281K -1,636 -21%
WIA
131
World Investment Advisors
California
$1.14M +$51.7K +301 +5%
CFGSD
132
Compass Financial Group (South Dakota)
South Dakota
$1.12M
US Bancorp
133
US Bancorp
Minnesota
$1.11M +$10.5K +61 +1%
AR
134
Apeiron RIA
Texas
$1.1M +$1.55K +9 +0.1%
KW
135
KWB Wealth
California
$1.09M -$515 -3 -0%
GAM
136
Gemmer Asset Management
California
$1.09M +$1.03M +6,015 New
BAM
137
Beaumont Asset Management
Texas
$1.05M -$40.2K -234 -4%
LTL
138
Lowery Thomas LLC
California
$1.02M +$77.2K +449 +9%
WPC
139
Wedmont Private Capital
Pennsylvania
$1.02M +$8.76K +51 +0.9%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$1.02M
WANY
141
Wealthspire Advisors (New York)
New York
$1M +$69.2K +403 +8%
SWM
142
Spire Wealth Management
Virginia
$954K +$783K +4,558 +628%
CAWM
143
Capital Advisors Wealth Management
Washington
$939K +$3.78K +22 +0.4%
DADC
144
D.A. Davidson & Co
Montana
$904K +$2.58K +15 +0.3%
JWCA
145
J.W. Cole Advisors
Florida
$871K +$31.3K +182 +4%
Creative Planning
146
Creative Planning
Kansas
$839K -$56.7K -330 -7%
CF
147
Centaurus Financial
California
$824K -$3.44K -20 -0.4%
CWM
148
Centurion Wealth Management
Virginia
$819K +$780K +4,540 New
SVCP
149
Silicon Valley Capital Partners
California
$818K +$3.44K +20 +0.4%
TFA
150
Tobias Financial Advisors
Florida
$794K

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.