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Vanguard S&P 500 Value ETF

392 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 156 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $313K | Put options by funds: $143K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 104

2% more funds holding

Funds holding: 385392 (+7)

0.76% less ownership

Funds ownership: 44.84%44.09% (-0.76%)

1% less capital invested

Capital invested by funds: $2.34B → $2.32B (-$29.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
392
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
33
Increased
156
Reduced
104
Closed
21
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Principal Securities
Iowa
$747K
CA
177
CoreCap Advisors
Michigan
$739K +$106K +564 +16%
SPI
178
Santori & Peters Inc
Pennsylvania
$737K -$10.3K -55 -1%
KFG
179
Kropog Financial Group
Louisiana
$719K -$12.2M -65,166 -94%
CWM
180
Centurion Wealth Management
Virginia
$719K
CIBC World Market
181
CIBC World Market
Ontario, Canada
$706K -$2.06K -11 -0.3%
C
182
Certuity
Florida
$684K
VWM
183
Verus Wealth Management
Wisconsin
$670K
CP
184
Creekside Partners
California
$665K +$936 +5 +0.1%
SAM
185
Smartleaf Asset Management
Massachusetts
$654K +$18.1K +97 +3%
MFGM
186
Marshall Financial Group (Maryland)
Maryland
$642K +$1.87K +10 +0.3%
MCM
187
MAI Capital Management
Ohio
$636K +$130K +697 +25%
CAM
188
Cozad Asset Management
Illinois
$636K
WB
189
West Bancorporation
Iowa
$635K
AWM
190
AE Wealth Management
Kansas
$635K +$70.7K +378 +12%
KWA
191
Kingswood Wealth Advisors
California
$627K +$305K +1,631 +92%
MCM
192
MidAtlantic Capital Management
Virginia
$624K
SI
193
Stephens Inc
Arkansas
$611K -$56.1K -300 -8%
CPRC
194
Consolidated Portfolio Review Corp
New York
$608K -$21K -112 -3%
PB
195
Pinnacle Bancorp
Nebraska
$605K
MFG
196
Magnus Financial Group
New York
$580K +$2.62K +14 +0.4%
SDAM
197
Shulman DeMeo Asset Management
New York
$576K +$2.81K +15 +0.5%
WIP
198
WealthCare Investment Partners
Rhode Island
$562K
SWA
199
Sightline Wealth Advisors
Connecticut
$553K
AIA
200
Arbor Investment Advisors
North Carolina
$551K +$1.5K +8 +0.3%

VOOV Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2025, worth a combined $2.32B — down 1.3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOOV positions and 21 closed out — a net gain of 12 holders — while 156 added to existing stakes and 104 trimmed.

The largest buyer was Truist Financial, adding an estimated $13.8M. The largest seller was Connecticut Wealth Management, cutting an estimated $12.4M.

  • 392 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2025, up from 385 in Q4 2024.
  • Funds reported $2.32B of Vanguard S&P 500 Value ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2025 was Truist Financial, an estimated $13.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2025 was Connecticut Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.