We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

244 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

153% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $1.06B → $1.34B (+$281M)

11% more funds holding

Funds holding: 219244 (+25)

2.45% more ownership

Funds ownership: 40.91%43.36% (+2.5%)

Holders
244
Holders Change
+25
Holders Change %
+11.42%
% of All Funds
3.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
45
Increased
101
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
176
Evergreen Capital Management
Washington
$231K
BHWM
177
Bar Harbor Wealth Management
New Hampshire
$226K
BAM
178
Belpointe Asset Management
Nevada
$226K
PMG
179
ProVise Management Group
Florida
$225K +$149 +1 +0.1%
LWAC
180
Laurel Wealth Advisors (California)
California
$224K +$221K +1,485 New
WMA
181
Wealth Management Associates
New Jersey
$224K
CRC
182
Curi RMB Capital
Illinois
$220K
FPAS
183
Focus Partners Advisor Solutions
Missouri
$209K +$206K +1,382 New
KAS
184
Kestra Advisory Services
Texas
$209K +$206K +1,388 New
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$206K
CWS
186
Confluence Wealth Services
Pennsylvania
$205K +$31.8K +214 +19%
CW
187
CreativeOne Wealth
Kansas
$204K -$99.1K -666 -33%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$161K +$52.7K +354 +50%
PB
189
Pinnacle Bancorp
Nebraska
$159K +$7.44K +50 +5%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$154K +$149 +1 +0.1%
PCFFS
191
Pacific Center for Financial Services
California
$153K
TPCW
192
TD Private Client Wealth
New York
$145K -$8.63K -58 -6%
VCM
193
Versant Capital Management
Arizona
$137K
BONH
194
Bank of New Hampshire
New Hampshire
$125K +$123K +828 New
First Manhattan
195
First Manhattan
New York
$118K
TFS
196
TrustCore Financial Services
Tennessee
$113K
LB
197
Legacy Bridge
Iowa
$110K
ADL
198
Asset Dedication LLC
California
$102K
FCA
199
FinTrust Capital Advisors
South Carolina
$100K +$30.5K +205 +45%
Amundi
200
Amundi
France
$99K -$2.67M -17,942 -96%

VOOV Hedge Fund Activity: Q1 2022 in Review

244 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2022, worth a combined $1.34B — up 27% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 14 closed out — a net gain of 31 holders — while 101 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $96.6M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $11.9M.

  • 244 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2022, up from 219 in Q4 2021.
  • Funds reported $1.34B of Vanguard S&P 500 Value ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2022 and 14 closed out, a net change of +31 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $96.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.