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Vanguard S&P 500 Value ETF
VOOV

244 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

153% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

27% more capital invested

Capital invested by funds: $1.06B → $1.34B (+$281M)

11% more funds holding

Funds holding: 219 → 244 (+25)

2.45% more ownership

Funds ownership: 40.91% → 43.36% (+2.5%)

Holders
244
Holders Change
+25
Holders Change %
+11.42%
% of All Funds
3.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
45
Increased
101
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$96.6M
2
PCOC
Power Corp of Canada
Canada
+$35.6M
3
AWM
AE Wealth Management
Kansas
+$27.2M
4
SAS
SMI Advisory Services
Indiana
+$19.3M
5
HighTower Advisors
HighTower Advisors
Illinois
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
WFA
Websterrogers Financial Advisors
South Carolina
-$11.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
3
Bank of America
Bank of America
North Carolina
-$3.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$3.21M
5
Amundi
Amundi
France
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$326K +$122K +821 +61%
WAM
152
Walker Asset Management
Missouri
$315K – – –
Citigroup
153
Citigroup
New York
$310K +$264K +1,774 +634%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$308K +$304K +2,041 New
ASN
155
Advisory Services Network
Georgia
$307K +$1.49K +10 +0.5%
CB
156
Cadence Bank
Mississippi
$301K – – –
WA
157
Wambolt & Associates
Colorado
$301K – – –
ACI
158
Alpha Cubed Investments
California
$299K – – –
TWM
159
Titus Wealth Management
California
$295K +$297 +2 +0.1%
EH
160
Equitable Holdings
New York
$288K +$12.5K +84 +5%
CBFP
161
Cedar Brook Financial Partners
Ohio
$288K +$41.1K +276 +17%
APA
162
American Portfolios Advisors
New York
$286K – – –
GIA
163
Gladstone Institutional Advisory
Florida
$286K -$31.1K -209 -10%
AIC
164
Archer Investment Corporation
Indiana
$275K – – –
USCWA
165
U.S. Capital Wealth Advisors
Texas
$275K – – –
EAMA
166
EFG Asset Management (Americas)
Florida
$270K +$267K +1,794 New
OPW
167
Oxler Private Wealth
New York
$269K +$1.04K +7 +0.4%
SMC
168
Smith, Moore & Co
Missouri
$254K +$1.04K +7 +0.4%
BCA
169
Bay Colony Advisors
Massachusetts
$246K +$23.9K +161 +11%
SPWM
170
Straight Path Wealth Management
Michigan
$245K +$242K +1,624 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$239K – – –
JWCA
172
J.W. Cole Advisors
Florida
$236K -$101K -682 -30%
SWM
173
Spire Wealth Management
Virginia
$236K +$149 +1 +0.1%
SS
174
Sunbelt Securities
Texas
$233K – – –
DWM
175
Doyle Wealth Management
Florida
$232K +$229K +1,538 New
5 6
7
8 9

VOOV Hedge Fund Activity: Q1 2022 in Review

244 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2022, worth a combined $1.34B — up 27% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 14 closed out — a net gain of 31 holders — while 101 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $96.6M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $11.9M.

  • 244 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2022, up from 219 in Q4 2021.
  • Funds reported $1.34B of Vanguard S&P 500 Value ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2022 and 14 closed out, a net change of +31 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $96.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.