We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

329 hedge funds and large institutions have $2.09B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $352K | Put options by funds: $105K

42% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 79

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

1% more funds holding

Funds holding: 327329 (+2)

1% more capital invested

Capital invested by funds: $2.08B → $2.09B (+$12.3M)

0.19% more ownership

Funds ownership: 44.87%45.06% (+0.19%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
41
Increased
112
Reduced
79
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$787K -$15.9K -90 -2%
RIA
152
Regal Investment Advisors
Michigan
$778K +$42.7K +242 +6%
TFA
153
Tobias Financial Advisors
Florida
$773K
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$726K +$91.3K +518 +14%
AA
155
Advisory Alpha
Michigan
$715K +$18.7K +106 +3%
PS
156
Principal Securities
Iowa
$686K -$52.9K -300 -7%
AWE
157
Avidian Wealth Enterprises
Texas
$674K +$134K +758 +25%
SAM
158
Smartleaf Asset Management
Massachusetts
$667K +$506K +2,873 +319%
CAM
159
Cresset Asset Management
Illinois
$664K +$332K +1,883 +100%
P
160
&Partners
Tennessee
$661K +$663K +3,760 New
CP
161
Creekside Partners
California
$648K +$650K +3,689 New
MFGM
162
Marshall Financial Group (Maryland)
Maryland
$618K
CAM
163
Cozad Asset Management
Illinois
$616K +$43.9K +249 +8%
RA
164
Rodgers & Associates
Pennsylvania
$610K
WB
165
West Bancorporation
Iowa
$606K
SWM
166
Silverlake Wealth Management
Vermont
$590K
1WM
167
1900 Wealth Management
Texas
$590K -$26.3K -149 -4%
WIP
168
WealthCare Investment Partners
Rhode Island
$589K +$590K +3,349 New
HWA
169
Heritage Wealth Advisors
Virginia
$588K
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$581K -$1.83M -10,387 -76%
CPRC
171
Consolidated Portfolio Review Corp
New York
$572K +$32.6K +185 +6%
SI
172
Stephens Inc
Arkansas
$565K
CIBC World Market
173
CIBC World Market
Ontario, Canada
$561K +$97.8K +555 +21%
CFD
174
Creative Financial Designs
Indiana
$553K +$14.8K +84 +3%
MFG
175
Magnus Financial Group
New York
$542K

VOOV Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2024, worth a combined $2.09B — up 0.59% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOOV positions and 34 closed out — a net gain of 7 holders — while 112 added to existing stakes and 79 trimmed.

The largest buyer was Mather Group, adding an estimated $20.1M. The largest seller was Provident Wealth Management, exiting entirely with an estimated $21.6M sold.

  • 329 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2024, up from 327 in Q1 2024.
  • Funds reported $2.09B of Vanguard S&P 500 Value ETF stock for Q2 2024, up 0.59% quarter-over-quarter.
  • 41 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2024 and 34 closed out, a net change of +7 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2024 was Mather Group, an estimated $20.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2024 was Provident Wealth Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.