Vanguard S&P 500 Value ETF
VOOV
308 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.
139% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 18
29% more capital invested
Capital invested by funds: $1.54B → $1.99B (+$448M)
27% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 85
6% more funds holding
Funds holding: 291 → 308 (+17)
4.55% more ownership
Funds ownership: 44.23% → 48.78% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$155M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$25M |
| 3 |
LPL Financial
San Diego,
California
|
+$22.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.1M |
| 5 |
Goldman Sachs
New York
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$39.5M |
| 2 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$7.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.47M |
| 4 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$3.26M |
| 5 |
GIS
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
-$2.84M |
VOOV Hedge Fund Activity: Q4 2023 in Review
308 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2023, worth a combined $1.99B — up 29% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VOOV positions and 18 closed out — a net gain of 25 holders — while 108 added to existing stakes and 85 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Corient Private Wealth, cutting an estimated $39.5M.
- 308 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2023, up from 291 in Q3 2023.
- Funds reported $1.99B of Vanguard S&P 500 Value ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 43 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2023 and 18 closed out, a net change of +25 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
- The largest Vanguard S&P 500 Value ETF seller in Q4 2023 was Corient Private Wealth, an estimated $39.5M sold.
Based on aggregated 13F filings for Q4 2023.