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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
PAS
201
Park Avenue Securities
New York
$405K -$7.73K -45 -2%
GS
202
GTS Securities
New York
$403K -$1.38M -8,022 -78%
OC
203
Oppenheimer & Co
New York
$392K -$172 -1 -0%
Northern Trust
204
Northern Trust
Illinois
$391K -$5.84K -34 -2%
LA
205
Lynch & Associates
Indiana
$389K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$388K +$86.4K +503 +31%
CWS
207
Confluence Wealth Services
Pennsylvania
$387K +$13.7K +80 +4%
SDAM
208
Shulman DeMeo Asset Management
New York
$385K +$1.72K +10 +0.5%
CS
209
Credit Suisse
Switzerland
$379K
WAM
210
Walker Asset Management
Missouri
$378K
KPWS
211
Kestra Private Wealth Services
Texas
$377K +$2.92K +17 +0.8%
PWW
212
Pettyjohn Wood & White
Virginia
$376K +$30.9K +180 +9%
CA
213
CoreCap Advisors
Michigan
$375K +$357K +2,077 New
AIC
214
Archer Investment Corporation
Indiana
$374K -$3.78K -22 -1%
ACI
215
Alpha Cubed Investments
California
$370K +$11.5K +67 +3%
CB
216
Cadence Bank
Mississippi
$361K
I
217
INVST
Indiana
$357K +$342K +1,988 New
ASN
218
Advisory Services Network
Georgia
$355K +$57.4K +334 +20%
CWA
219
CM Wealth Advisors
Ohio
$354K
CAM
220
Cresset Asset Management
Illinois
$340K +$1.38K +8 +0.4%
OPW
221
Oxler Private Wealth
New York
$337K +$1.38K +8 +0.4%
Fisher Asset Management
222
Fisher Asset Management
Washington
$336K +$320K +1,861 New
CWM
223
Cahaba Wealth Management
Georgia
$329K +$1.38K +8 +0.4%
USCWA
224
U.S. Capital Wealth Advisors
Texas
$329K
Vanguard Group
225
Vanguard Group
Pennsylvania
$327K +$41.1K +239 +15%

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.