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Vanguard S&P 500 Value ETF
VOOV

275 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $84K

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

100% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 55

13% more funds holding

Funds holding: 244 → 275 (+31)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2.57% more ownership

Funds ownership: 40.71% → 43.29% (+2.6%)

1% more capital invested

Capital invested by funds: $1.29B → $1.3B (+$9.98M)

Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
4.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
54
Increased
110
Reduced
55
Closed
16
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K

Top Buyers

Rank Fund Capital Flow
1
CWM
CIBC World Markets
New York
+$13.1M
2
OIA
OneDigital Investment Advisors
Kansas
+$13M
3
JP Morgan Chase
JP Morgan Chase
New York
+$12.7M
4
Ameriprise
Ameriprise
Minnesota
+$9.69M
5
Bank of America
Bank of America
North Carolina
+$8.06M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.3M
2
MFG
Merit Financial Group
Georgia
-$2.28M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.12M
4
PWM
Provident Wealth Management
Tennessee
-$862K
5
VFO
Virtus Family Office
Texas
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
201
Cassaday & Co Wealth Management
Virginia
$222K +$219K +1,586 New
SCA
202
Snowden Capital Advisors
New York
$222K +$219K +1,584 New
Bank of New York Mellon
203
Bank of New York Mellon
New York
$220K -$32.2K -233 -13%
JWCA
204
J.W. Cole Advisors
Florida
$216K +$213K +1,544 New
ECM
205
Evergreen Capital Management
Washington
$215K +$212K +1,534 New
SS
206
Sunbelt Securities
Texas
$214K +$211K +1,530 New
WFA
207
Websterrogers Financial Advisors
South Carolina
$214K +$211K +1,527 New
FPAS
208
Focus Partners Advisor Solutions
Missouri
$213K +$210K +1,523 New
MCM
209
MAI Capital Management
Ohio
$211K +$208K +1,510 New
MWM
210
Meridian Wealth Management
Kentucky
$211K +$208K +1,510 New
BAM
211
Belpointe Asset Management
Nevada
$211K – – –
SF
212
Safeguard Financial
Wisconsin
$210K +$207K +1,500 New
RMCM
213
Reynders McVeigh Capital Management
Massachusetts
$209K +$206K +1,492 New
WMA
214
Wealth Management Associates
New Jersey
$208K +$205K +1,485 New
CRC
215
Curi RMB Capital
Illinois
$204K +$201K +1,457 New
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$202K +$189K +1,367 New
AMAL
217
Asset Management Advisors LLC
Oklahoma
$201K +$199K +1,438 New
PMG
218
ProVise Management Group
Florida
$201K +$198K +1,437 New
BCA
219
Bay Colony Advisors
Massachusetts
$201K -$28K -203 -12%
RDFA
220
Ritter Daniher Financial Advisory
Ohio
$197K – – –
PPWM
221
PFG Private Wealth Management
Florida
$191K -$276 -2 -0.1%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$191K +$40.5K +293 +27%
RIA
223
Realta Investment Advisors
Delaware
$161K – – –
RFA
224
Resurgent Financial Advisors
Georgia
$154K +$152K +1,100 New
PTC
225
Private Trust Company
Ohio
$140K +$6.63K +48 +5%
7 8
9
10 11

VOOV Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2022, worth a combined $1.3B — up 0.77% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VOOV positions and 16 closed out — a net gain of 38 holders — while 110 added to existing stakes and 55 trimmed.

The largest buyer was CIBC World Markets, opening a new position worth an estimated $13.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.3M sold.

  • 275 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.3B of Vanguard S&P 500 Value ETF stock for Q4 2022, up 0.77% quarter-over-quarter.
  • 54 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2022 and 16 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2022 was CIBC World Markets, an estimated $13.1M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2022 was Citadel Advisors, an estimated $3.3M sold.

Based on aggregated 13F filings for Q4 2022.