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Vanguard S&P 500 Value ETF

355 hedge funds and large institutions have $2.35B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $820K | Put options by funds: $229K

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

57% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 89

12% more capital invested

Capital invested by funds: $2.09B → $2.35B (+$260M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 329355 (+26)

0.18% less ownership

Funds ownership: 45.06%44.89% (-0.18%)

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
45
Increased
140
Reduced
89
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
BHK Investment Advisors
Alabama
$477K
PFG
202
Pinnacle Financial Group
Illinois
$477K
NAS
203
Nicolet Advisory Services
Wisconsin
$465K
BA
204
Bristlecone Advisors
Washington
$463K
CCB
205
Cutter & Co Brokerage
Missouri
$454K -$8.08K -44 -2%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$450K +$182K +991 +72%
NA
207
NewEdge Advisors
Louisiana
$443K +$406K +2,214 +2,069%
RA
208
RFG Advisory
Alabama
$442K -$16K -87 -4%
NWAG
209
Net Worth Advisory Group
Utah
$442K +$425K +2,315 New
FW
210
Fairway Wealth
Ohio
$431K +$415K +2,260 New
AI
211
Atria Investments
North Carolina
$422K -$157K -855 -28%
PWW
212
Pettyjohn Wood & White
Virginia
$417K
Vanguard Group
213
Vanguard Group
Pennsylvania
$411K +$43.7K +238 +12%
DWA
214
Delta Wealth Advisors
Indiana
$407K -$40.8K -222 -9%
KPWS
215
Kestra Private Wealth Services
Texas
$406K +$5.51K +30 +1%
SCA
216
Snowden Capital Advisors
New York
$403K +$108K +590 +39%
WAM
217
Walker Asset Management
Missouri
$399K
BFP
218
Beacon Financial Planning
Massachusetts
$388K +$373K +2,032 New
CWA
219
CM Wealth Advisors
Ohio
$386K
AIC
220
Archer Investment Corporation
Indiana
$385K -$10.1K -55 -3%
Bank of New York Mellon
221
Bank of New York Mellon
New York
$384K +$80.8K +440 +28%
CB
222
Cadence Bank
Mississippi
$381K
HF
223
HRT Financial
New York
$380K +$366K +1,994 New
ACI
224
Alpha Cubed Investments
California
$378K -$6.43K -35 -2%
PAS
225
Park Avenue Securities
New York
$373K -$41.5K -226 -10%

VOOV Hedge Fund Activity: Q3 2024 in Review

355 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2024, worth a combined $2.35B — up 12% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOOV positions and 16 closed out — a net gain of 29 holders — while 140 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $36.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $26.9M.

  • 355 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2024, up from 329 in Q2 2024.
  • Funds reported $2.35B of Vanguard S&P 500 Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 45 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2024 and 16 closed out, a net change of +29 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q3 2024 was Bank of America, an estimated $36.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2024.