VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$392K -$180 -1 -0%
Northern Trust
202
Northern Trust
Illinois
$391K -$6.14K -34 -2%
LA
203
Lynch & Associates
Indiana
$389K – – –
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$388K +$90.8K +503 +31%
CWS
205
Confluence Wealth Services
Pennsylvania
$387K +$14.4K +80 +4%
SDAM
206
Shulman DeMeo Asset Management
New York
$385K +$1.8K +10 +0.5%
CS
207
Credit Suisse
Switzerland
$379K – – –
WAM
208
Walker Asset Management
Missouri
$378K – – –
KPWS
209
Kestra Private Wealth Services
Texas
$377K +$3.07K +17 +0.8%
PWW
210
Pettyjohn Wood & White
Virginia
$376K +$32.5K +180 +9%
CA
211
CoreCap Advisors
Michigan
$375K +$375K +2,077 New
AIC
212
Archer Investment Corporation
Indiana
$374K -$3.97K -22 -1%
ACI
213
Alpha Cubed Investments
California
$370K +$12.1K +67 +3%
CB
214
Cadence Bank
Mississippi
$361K – – –
I
215
INVST
Indiana
$357K +$357K +1,988 New
ASN
216
Advisory Services Network
Georgia
$355K +$60.3K +334 +20%
CWA
217
CM Wealth Advisors
Ohio
$354K – – –
CAM
218
Cresset Asset Management
Illinois
$340K +$1.44K +8 +0.4%
OPW
219
Oxler Private Wealth
New York
$337K +$1.44K +8 +0.4%
Fisher Asset Management
220
Fisher Asset Management
Washington
$336K +$336K +1,861 New
CWM
221
Cahaba Wealth Management
Georgia
$329K +$1.44K +8 +0.4%
USCWA
222
U.S. Capital Wealth Advisors
Texas
$329K – – –
Vanguard Group
223
Vanguard Group
Pennsylvania
$327K +$43.1K +239 +15%
Calamos Advisors
224
Calamos Advisors
Illinois
$327K +$327K +1,812 New
AGC
225
Aspen Grove Capital
Colorado
$325K – – –
7 8
9
10 11