VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
Ameriprise
Minnesota
$48.1M
3
UBS Group
UBS Group
Switzerland
$82.7M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$321K +$321K +2,188 New
CS
177
Comerica Securities
Michigan
$320K -$5.72K -39 -2%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$311K +$295K +2,008 +1,793%
GIA
179
Gladstone Institutional Advisory
Florida
$310K +$24.2K +165 +8%
LA
180
Lynch & Associates
Indiana
$309K +$309K +2,105 New
WAM
181
Walker Asset Management
Missouri
$307K – – –
CCB
182
Cutter & Co Brokerage
Missouri
$306K +$293 +2 +0.1%
BFG
183
Bleakley Financial Group
New Jersey
$299K -$11.1K -76 -4%
SS
184
Simplicity Solutions
Minnesota
$299K +$299K +2,040 New
JWCA
185
J.W. Cole Advisors
Florida
$298K +$71.4K +487 +32%
CB
186
Cadence Bank
Mississippi
$293K – – –
CWA
187
CM Wealth Advisors
Ohio
$291K – – –
ACI
188
Alpha Cubed Investments
California
$291K – – –
CBFP
189
Cedar Brook Financial Partners
Ohio
$285K +$733 +5 +0.3%
WA
190
Wambolt & Associates
Colorado
$271K -$9.39K -64 -3%
OPW
191
Oxler Private Wealth
New York
$269K +$1.03K +7 +0.4%
AIC
192
Archer Investment Corporation
Indiana
$268K – – –
CWS
193
Confluence Wealth Services
Pennsylvania
$268K -$62.1K -423 -19%
USCWA
194
U.S. Capital Wealth Advisors
Texas
$267K – – –
AGC
195
Aspen Grove Capital
Colorado
$264K – – –
EAMA
196
EFG Asset Management (Americas)
Florida
$263K – – –
CWM
197
Cahaba Wealth Management
Georgia
$262K +$1.03K +7 +0.4%
PWW
198
Pettyjohn Wood & White
Virginia
$261K +$23.5K +160 +10%
CFD
199
Creative Financial Designs
Indiana
$254K +$9.83K +67 +4%
SMC
200
Smith, Moore & Co
Missouri
$253K +$1.03K +7 +0.4%
6 7
8
9 10