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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
AssetMark Inc
201
AssetMark Inc
California
$98K +$82.1K +552 +552%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$96.4K
HWA
203
Heritage Wealth Advisors
Virginia
$94K
BLC
204
Brown, Lisle/Cummings
Rhode Island
$91.9K
LWA
205
Lenox Wealth Advisors
New York
$76K +$74.4K +500 New
CAL
206
Capital Advisors Ltd
Ohio
$65K
COCM
207
Charter Oak Capital Management
New Hampshire
$61K
SWM
208
Selective Wealth Management
Virginia
$59K +$50.4K +339 +628%
CFGS
209
Concourse Financial Group Securities
Alabama
$59K +$58K +390 New
LFG
210
Larson Financial Group
Missouri
$58K +$297 +2 +0.5%
WT
211
Whittier Trust
California
$57K -$56.5K -380 -50%
AF
212
Advisornet Financial
Minnesota
$53K
TSWM
213
Tyler-Stone Wealth Management
Ohio
$52K
BHWM
214
Beaird Harris Wealth Management
Texas
$51K
PFS
215
Prospera Financial Services
Texas
$47K +$46.9K +315 New
AWM
216
Accel Wealth Management
Iowa
$44K -$45.4K -305 -51%
S
217
SignatureFD
Georgia
$43K +$18K +121 +74%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$42K +$35.8K +241 +669%
HWM
219
Holloway Wealth Management
Florida
$38K
JWM
220
Janiczek Wealth Management
Colorado
$34K
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$30K
CFD
222
Creative Financial Designs
Indiana
$30K +$29.9K +201 New
PPWM
223
PFG Private Wealth Management
Florida
$28K +$27.4K +184 New
GIA
224
GHP Investment Advisors
Colorado
$28K +$27.8K +187 New
CWC
225
Carolinas Wealth Consulting
North Carolina
$25K +$24.4K +164 New

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.