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Vanguard S&P 500 Value ETF

392 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 156 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $313K | Put options by funds: $143K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 104

2% more funds holding

Funds holding: 385392 (+7)

0.76% less ownership

Funds ownership: 44.84%44.09% (-0.76%)

1% less capital invested

Capital invested by funds: $2.34B → $2.32B (-$29.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
392
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
33
Increased
156
Reduced
104
Closed
21
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$1.51M +$462K +2,470 +43%
IIC
127
Integrated Investment Consultants
Michigan
$1.44M
TC
128
TownSquare Capital
Utah
$1.43M +$90.9K +486 +7%
SOS
129
Silver Oak Securities
Tennessee
$1.42M +$310K +1,655 +27%
TWC
130
TD Waterhouse Canada
Ontario, Canada
$1.39M -$169K -901 -11%
AW
131
Avion Wealth
Texas
$1.38M
BFA
132
Bragg Financial Advisors
North Carolina
$1.31M -$9.54K -51 -0.7%
NA
133
NewEdge Advisors
Louisiana
$1.28M +$180K +961 +16%
LCM
134
Logan Capital Management
Pennsylvania
$1.26M +$50.7K +271 +4%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$1.24M -$212K -1,131 -14%
ECM
136
Evergreen Capital Management
Washington
$1.21M
SA
137
Sanctuary Advisors
Indiana
$1.2M +$1.22M +6,535 New
AF
138
Apollon Financial
South Carolina
$1.19M +$131K +698 +12%
WIA
139
World Investment Advisors
California
$1.19M +$4.68K +25 +0.4%
EWM
140
Evercore Wealth Management
New York
$1.16M
US Bancorp
141
US Bancorp
Minnesota
$1.15M +$26.8K +143 +2%
CFGSD
142
Compass Financial Group (South Dakota)
South Dakota
$1.14M
AR
143
Apeiron RIA
Texas
$1.13M
GAM
144
Gemmer Asset Management
California
$1.13M
VBWMG
145
Von Berge Wealth Management Group
California
$1.11M -$131K -698 -10%
Fiera Capital (Canada)
146
Fiera Capital (Canada)
Quebec, Canada
$1.1M
KW
147
KWB Wealth
California
$1.1M
TFG
148
Tull Financial Group
Virginia
$1.07M -$10.7M -57,269 -91%
BAM
149
Beaumont Asset Management
Texas
$1.07M +$14.4K +77 +1%
LTL
150
Lowery Thomas LLC
California
$1.06M -$13.7K -73 -1%

VOOV Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2025, worth a combined $2.32B — down 1.3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOOV positions and 21 closed out — a net gain of 12 holders — while 156 added to existing stakes and 104 trimmed.

The largest buyer was Truist Financial, adding an estimated $13.8M. The largest seller was Connecticut Wealth Management, cutting an estimated $12.4M.

  • 392 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2025, up from 385 in Q4 2024.
  • Funds reported $2.32B of Vanguard S&P 500 Value ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2025 was Truist Financial, an estimated $13.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2025 was Connecticut Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.