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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,919% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $31K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $1.34B → $1.49B (+$153M)

2% more funds holding

Funds holding: 281287 (+6)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

1% more ownership

Funds ownership: 42.06%43.06% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
25
Increased
90
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Advisory Alpha
Michigan
$287K +$275K +1,845 New
CWS
202
Confluence Wealth Services
Pennsylvania
$286K +$1.34K +9 +0.5%
OPW
203
Oxler Private Wealth
New York
$285K
USCWA
204
U.S. Capital Wealth Advisors
Texas
$284K
AGC
205
Aspen Grove Capital
Colorado
$281K
EAMA
206
EFG Asset Management (Americas)
Florida
$279K
ECI
207
EFG Capital International
Florida
$279K +$267K +1,794 New
CWM
208
Cahaba Wealth Management
Georgia
$279K
SCA
209
Snowden Capital Advisors
New York
$278K +$29.8K +200 +13%
OC
210
Oppenheimer & Co
New York
$276K +$9.82K +66 +4%
CFD
211
Creative Financial Designs
Indiana
$270K +$1.04K +7 +0.4%
SMC
212
Smith, Moore & Co
Missouri
$269K
IA
213
IFG Advisors
Missouri
$255K
ASN
214
Advisory Services Network
Georgia
$254K -$9.82K -66 -4%
AMAL
215
Asset Management Advisors LLC
Oklahoma
$254K
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$247K -$176K -1,179 -43%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$247K -$3.27K -22 -1%
CCWM
218
Cassaday & Co Wealth Management
Virginia
$247K
Bank of New York Mellon
219
Bank of New York Mellon
New York
$245K
SS
220
Sunbelt Securities
Texas
$238K
WA
221
Waverly Advisors
Alabama
$237K +$226K +1,519 New
MWM
222
Meridian Wealth Management
Kentucky
$236K
WMA
223
Wealth Management Associates
New Jersey
$231K
EPP
224
ETF Portfolio Partners
Kansas
$226K -$12.7K -85 -6%
VCP
225
Verus Capital Partners
Arizona
$215K +$149 +1 +0.1%

VOOV Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2023, worth a combined $1.49B — up 11% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VOOV positions and 16 closed out — a net gain of 9 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $24.3M. The largest seller was Fiera Capital (Canada), cutting an estimated $12.2M.

  • 287 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2023, up from 281 in Q1 2023.
  • Funds reported $1.49B of Vanguard S&P 500 Value ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 25 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2023 and 16 closed out, a net change of +9 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2023 was Bank of America, an estimated $24.3M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2023 was Fiera Capital (Canada), an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2023.