VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
1
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
2
Ameriprise
Minnesota
$48.1M
3
UBS Group
3
UBS Group
Switzerland
$82.7M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
5
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
3
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
151
Stephens Inc
Arkansas
$475K -$39.3K -268 -8%
NFSG
152
Newbridge Financial Services Group
Florida
$470K +$74.2K +506 +19%
SWM
153
Silverlake Wealth Management
Vermont
$470K +$17K +116 +4%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$457K +$17.6K +122 +4%
CS
155
Credit Suisse
Switzerland
$455K – – –
WWM
156
Western Wealth Management
Colorado
$443K +$734 +5 +0.2%
SWA
157
Sightline Wealth Advisors
Connecticut
$440K – – –
BSW
158
Buckingham Strategic Wealth
Missouri
$436K – – –
MFG
159
Magnus Financial Group
New York
$420K +$1.61K +11 +0.4%
ACA
160
Affinity Capital Advisors
California
$407K +$587 +4 +0.1%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$407K +$9.54K +65 +2%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$406K +$406K +2,768 New
MA
163
Mangham Associates
Virginia
$401K -$31.4K -214 -7%
MCM
164
MAI Capital Management
Ohio
$399K +$178K +1,212 +80%
SAM
165
Secure Asset Management
Michigan
$380K +$75.4K +514 +25%
CAM
166
Cozad Asset Management
Illinois
$369K – – –
PFG
167
Pinnacle Financial Group
Illinois
$367K – – –
BIA
168
BHK Investment Advisors
Alabama
$367K +$367K +2,500 New
IA
169
IFP Advisors
Florida
$364K +$325K +3,038 +830%
RSWM
170
Robertson Stephens Wealth Management
California
$363K – – –
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$359K -$59.3K -404 -14%
Jane Street
172
Jane Street
New York
$348K -$331K -2,254 -49%
PAG
173
Private Advisory Group
Washington
$342K -$31.8K -217 -9%
IWC
174
Integrated Wealth Concepts
Massachusetts
$339K +$339K +2,309 New
Northern Trust
175
Northern Trust
Illinois
$332K -$4.55K -31 -1%
5 6
7
8 9