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Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$1.1M +$702K +3,660 +158%
LTL
152
Lowery Thomas LLC
California
$1.08M +$12.5K +65 +1%
FW
153
Fairway Wealth
Ohio
$1.07M +$684K +3,564 +158%
AF
154
Apollon Financial
South Carolina
$1.06M +$1.1M +5,759 New
BAM
155
Beaumont Asset Management
Texas
$1.06M -$7.67K -40 -0.7%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$1.05M +$33.6K +175 +3%
RIA
157
Regal Investment Advisors
Michigan
$1.01M +$177K +921 +20%
FWA
158
Flagship Wealth Advisors
Massachusetts
$992K +$1.03M +5,377 New
BHWM
159
Beaird Harris Wealth Management
Texas
$985K -$69.6K -363 -6%
VP
160
Verum Partners
North Carolina
$981K -$312K -1,626 -23%
BFP
161
Beacon Financial Planning
Massachusetts
$978K +$627K +3,267 +161%
CAWM
162
Capital Advisors Wealth Management
Washington
$976K +$11.1K +58 +1%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$960K -$11.9K -62 -1%
SFS
164
Security Financial Services
Indiana
$955K +$993K +5,175 New
JWCA
165
J.W. Cole Advisors
Florida
$945K +$27.4K +143 +3%
DAS
166
Diversify Advisory Services
Utah
$934K +$986K +5,139 New
DADC
167
D.A. Davidson & Co
Montana
$922K
Creative Planning
168
Creative Planning
Kansas
$905K +$13.4K +70 +1%
RAS
169
RPS Advisory Solutions
Kentucky
$899K -$28K -146 -3%
WPC
170
Wedmont Private Capital
Pennsylvania
$893K -$20.5K -107 -2%
CL
171
Choreo LLC
Illinois
$890K +$767 +4 +0.1%
SWP
172
Stratos Wealth Partners
Ohio
$890K +$2.69K +14 +0.3%
CF
173
Centaurus Financial
California
$889K +$3.84K +20 +0.4%
SCM
174
SCS Capital Management
Massachusetts
$883K
TFA
175
Tobias Financial Advisors
Florida
$811K

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.