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Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
201
Magnus Financial Group
New York
$578K +$6.52K +34 +1%
AWE
202
Avidian Wealth Enterprises
Texas
$577K +$6.71K +35 +1%
SDAM
203
Shulman DeMeo Asset Management
New York
$575K +$6.52K +34 +1%
IWC
204
Integrated Wealth Concepts
Massachusetts
$568K +$26.7K +139 +5%
AWM
205
AE Wealth Management
Kansas
$566K -$4.03K -21 -0.7%
CFD
206
Creative Financial Designs
Indiana
$562K -$143K -746 -20%
1WM
207
1900 Wealth Management
Texas
$556K +$6.14K +32 +1%
SWA
208
Sightline Wealth Advisors
Connecticut
$554K
AIA
209
Arbor Investment Advisors
North Carolina
$551K -$16.5K -86 -3%
BMM
210
Berkshire Money Management
Massachusetts
$525K +$546K +2,848 New
RC
211
Roundview Capital
New Jersey
$523K
SWM
212
Silverlake Wealth Management
Vermont
$508K -$104K -542 -16%
MCM
213
MAI Capital Management
Ohio
$508K +$1.73K +9 +0.3%
AIC
214
Archer Investment Corporation
Indiana
$496K +$128K +669 +33%
ACA
215
Affinity Capital Advisors
California
$489K
WWM
216
Western Wealth Management
Colorado
$476K -$17.6K -92 -3%
CWS
217
Confluence Wealth Services
Pennsylvania
$472K -$4.03K -21 -0.8%
NAS
218
Nicolet Advisory Services
Wisconsin
$463K +$16.3K +85 +3%
BIA
219
BHK Investment Advisors
Alabama
$461K
PFG
220
Pinnacle Financial Group
Illinois
$461K
MIM
221
Marshall Investment Management
Colorado
$456K +$458K +2,390 New
SS
222
SBI Securities
Japan
$451K +$469K +2,447 New
BA
223
Bristlecone Advisors
Washington
$448K
OWM
224
OneAscent Wealth Management
Alabama
$447K -$62K -323 -12%
Vanguard Group
225
Vanguard Group
Pennsylvania
$441K +$45.5K +237 +11%

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.