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Vanguard S&P 500 Value ETF
VOOV

180 hedge funds and large institutions have $914M invested in Vanguard S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 35

17% more funds holding

Funds holding: 154 → 180 (+26)

12% more capital invested

Capital invested by funds: $815M → $914M (+$99.3M)

4.28% less ownership

Funds ownership: 50.13% → 45.85% (-4.3%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
37
Increased
65
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.7M
2
UBS Group
UBS Group
Switzerland
+$8.98M
3
Morgan Stanley
Morgan Stanley
New York
+$8.74M
4
WFA
Websterrogers Financial Advisors
South Carolina
+$7.8M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$7.48M

Top Sellers

Rank Fund Capital Flow
1
CWM
Connecticut Wealth Management
Connecticut
-$31M
2
Bank of America
Bank of America
North Carolina
-$28.3M
3
HF
HRT Financial
New York
-$2.27M
4
PAG
Private Advisor Group
New Jersey
-$1.73M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$10K +$10.2K +78 New
SCA
177
Stonebridge Capital Advisors
Minnesota
$8K +$7.16K +55 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$7K – – –
SWM
179
Selective Wealth Management
Virginia
$7K – – –
SIS
180
Sound Income Strategies
Florida
$1.37K – – –
CWM
181
Connecticut Wealth Management
Connecticut
– -$31M -156,744 Closed
HF
182
HRT Financial
New York
– -$2.27M -18,314 Closed
CIBC World Market
183
CIBC World Market
Ontario, Canada
– -$961K -7,771 Closed
LWAC
184
Laurel Wealth Advisors (California)
California
– -$947K -7,656 Closed
RIA
185
Regal Investment Advisors
Michigan
– -$529K -4,280 Closed
TRCT
186
Tower Research Capital (TRC)
New York
– -$507K -4,101 Closed
GC
187
Garde Capital
Washington
– -$421K -3,406 Closed
VWA
188
Visionary Wealth Advisors
Illinois
– -$386K -3,118 Closed
SS
189
Simplicity Solutions
Minnesota
– -$336K -2,713 Closed
KAS
190
Kestra Advisory Services
Texas
– -$203K -1,651 Closed
T2I
191
Turim 21 Investimentos
Brazil
– -$11K -90 Closed
4 5 6 7
8

VOOV Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2021, worth a combined $914M — up 12% from $815M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VOOV positions and 11 closed out — a net gain of 26 holders — while 65 added to existing stakes and 35 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $18.7M. The largest seller was Connecticut Wealth Management, exiting entirely with an estimated $31M sold.

  • 180 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $914M of Vanguard S&P 500 Value ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 37 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2021 and 11 closed out, a net change of +26 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $18.7M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2021 was Connecticut Wealth Management, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2021.