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Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
126
TD Waterhouse Canada
Ontario, Canada
$1.56M -$3.84K -20 -0.2%
GA
127
Geller Advisors
New York
$1.56M +$18K +94 +1%
Focus Partners Wealth
128
Focus Partners Wealth
Massachusetts
$1.47M -$2.42M -12,642 -61%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$1.46M
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$1.44M +$286K +1,493 +24%
IIC
131
Integrated Investment Consultants
Michigan
$1.44M +$1.49M +7,793 New
AW
132
Avion Wealth
Texas
$1.38M -$146K -761 -9%
VBWMG
133
Von Berge Wealth Management Group
California
$1.34M -$3.07K -16 -0.2%
TC
134
TownSquare Capital
Utah
$1.34M +$1.39M +7,253 New
HPM
135
Hoxton Planning & Management
West Virginia
$1.33M +$806K +4,202 +141%
BFA
136
Bragg Financial Advisors
North Carolina
$1.32M -$14.4K -75 -1%
ECM
137
Evergreen Capital Management
Washington
$1.22M -$22.1K -115 -2%
LCM
138
Logan Capital Management
Pennsylvania
$1.21M -$14K -73 -1%
Renaissance Technologies
139
Renaissance Technologies
New York
$1.2M -$921K -4,800 -42%
OCM
140
One Capital Management
California
$1.19M -$3.88M -20,246 -76%
WIA
141
World Investment Advisors
California
$1.18M -$4.41K -23 -0.4%
EWM
142
Evercore Wealth Management
New York
$1.16M
CFGSD
143
Compass Financial Group (South Dakota)
South Dakota
$1.15M
WANY
144
Wealthspire Advisors (New York)
New York
$1.14M -$26.5K -138 -2%
KW
145
KWB Wealth
California
$1.13M -$1.73K -9 -0.2%
SOS
146
Silver Oak Securities
Tennessee
$1.13M -$643K -3,354 -35%
US Bancorp
147
US Bancorp
Minnesota
$1.13M
AR
148
Apeiron RIA
Texas
$1.13M +$959 +5 +0.1%
GAM
149
Gemmer Asset Management
California
$1.13M +$12.9K +67 +1%
Fiera Capital (Canada)
150
Fiera Capital (Canada)
Quebec, Canada
$1.11M

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.