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Vanguard S&P 500 Value ETF
VOOV

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,919% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $31K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $1.34B → $1.49B (+$153M)

2% more funds holding

Funds holding: 281 → 287 (+6)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

1% more ownership

Funds ownership: 42.06% → 43.06% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
25
Increased
90
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$16.1M
3
MG
Mather Group
Illinois
+$14.6M
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
+$13.4M
5
RIG
Ramiah Investment Group
Wisconsin
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.2M
2
UBS Group
UBS Group
Switzerland
-$10.1M
3
Ameriprise
Ameriprise
Minnesota
-$6.03M
4
HC
Hamilton Capital
Ohio
-$4.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$577K -$893 -6 -0.2%
CF
152
Centaurus Financial
California
$575K -$1.04K -7 -0.2%
KPWS
153
Kestra Private Wealth Services
Texas
$551K +$3.72K +25 +0.7%
MFGM
154
Marshall Financial Group (Maryland)
Maryland
$545K – – –
WB
155
West Bancorporation
Iowa
$537K – – –
CG
156
Colony Group
Massachusetts
$529K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$516K -$1.42M -9,555 -74%
WT
158
Washington Trust
Rhode Island
$510K – – –
AAS
159
Ameritas Advisory Services
Nebraska
$506K -$54.5K -366 -10%
SI
160
Stephens Inc
Arkansas
$505K – – –
MPM
161
MBB Public Markets
Illinois
$502K +$480K +3,223 New
CAM
162
Cozad Asset Management
Illinois
$499K +$103K +690 +27%
SWM
163
Silverlake Wealth Management
Vermont
$498K – – –
BCM
164
Barometer Capital Management
Ontario, Canada
$498K +$298K +2,000 +167%
WWM
165
Western Wealth Management
Colorado
$470K – – –
BSW
166
Buckingham Strategic Wealth
Missouri
$466K -$18.3K -123 -4%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$454K +$70.3K +472 +19%
SAM
168
Secure Asset Management
Michigan
$447K +$42K +282 +11%
MFG
169
Magnus Financial Group
New York
$446K – – –
SWA
170
Sightline Wealth Advisors
Connecticut
$440K – – –
MA
171
Mangham Associates
Virginia
$426K – – –
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$425K +$200K +1,341 +97%
JWCA
173
J.W. Cole Advisors
Florida
$422K +$101K +680 +33%
IWC
174
Integrated Wealth Concepts
Massachusetts
$415K +$52.7K +354 +15%
ACA
175
Affinity Capital Advisors
California
$414K -$17.7K -119 -4%
5 6
7
8 9

VOOV Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2023, worth a combined $1.49B — up 11% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 16 closed out — a net gain of 9 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $24.3M. The largest seller was Fiera Capital (Canada), cutting an estimated $12.2M.

  • 287 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2023, up from 281 in Q1 2023.
  • Funds reported $1.49B of Vanguard S&P 500 Value ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2023 and 16 closed out, a net change of +9 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2023 was Bank of America, an estimated $24.3M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2023 was Fiera Capital (Canada), an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2023.