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Vanguard S&P 500 Value ETF

327 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,604% more call options, than puts

Call options by funds: $920K | Put options by funds: $54K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 93

6% more funds holding

Funds holding: 308327 (+19)

4% more capital invested

Capital invested by funds: $1.99B → $2.08B (+$86M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.91% less ownership

Funds ownership: 48.78%44.87% (-3.9%)

Holders
327
Holders Change
+19
Holders Change %
+6.17%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
124
Reduced
93
Closed
18
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
176
Consolidated Portfolio Review Corp
New York
$554K +$2.23K +13 +0.4%
BCM
177
Barometer Capital Management
Ontario, Canada
$553K -$241K -1,400 -30%
CFD
178
Creative Financial Designs
Indiana
$553K +$184K +1,069 +54%
SWA
179
Sightline Wealth Advisors
Connecticut
$541K
BSW
180
Buckingham Strategic Wealth
Missouri
$540K
BMM
181
Berkshire Money Management
Massachusetts
$529K +$503K +2,930 New
MCM
182
MidAtlantic Capital Management
Virginia
$509K +$485K +2,820 New
AF
183
Allworth Financial
California
$496K +$467K +2,717 +8,233%
IWC
184
Integrated Wealth Concepts
Massachusetts
$495K +$26.3K +153 +6%
AWM
185
AE Wealth Management
Kansas
$493K -$29.8M -173,145 -98%
WWM
186
Western Wealth Management
Colorado
$490K -$18.7K -109 -4%
DWA
187
Delta Wealth Advisors
Indiana
$488K +$465K +2,705 New
RA
188
RFG Advisory
Alabama
$481K -$846K -4,921 -65%
ACA
189
Affinity Capital Advisors
California
$478K
CIBC World Market
190
CIBC World Market
Ontario, Canada
$476K +$32.6K +190 +8%
OWM
191
OneAscent Wealth Management
Alabama
$474K +$451K +2,625 New
PFG
192
Pinnacle Financial Group
Illinois
$451K
BIA
193
BHK Investment Advisors
Alabama
$451K +$430K +2,500 New
NFSG
194
Newbridge Financial Services Group
Florida
$451K -$122K -712 -22%
NAS
195
Nicolet Advisory Services
Wisconsin
$439K
BA
196
Bristlecone Advisors
Washington
$438K +$417K +2,426 New
CCB
197
Cutter & Co Brokerage
Missouri
$438K +$77.8K +453 +23%
RC
198
Roundview Capital
New Jersey
$438K
MCM
199
MAI Capital Management
Ohio
$429K
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$418K -$35.2K -205 -8%

VOOV Hedge Fund Activity: Q1 2024 in Review

327 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2024, worth a combined $2.08B — up 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOOV positions and 18 closed out — a net gain of 21 holders — while 124 added to existing stakes and 93 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 327 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $2.08B of Vanguard S&P 500 Value ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2024 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $23M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2024.