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Vanguard S&P 500 Value ETF

405 hedge funds and large institutions have $2.45B invested in Vanguard S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 125

6% more capital invested

Capital invested by funds: $2.32B → $2.45B (+$135M)

3% more funds holding

Funds holding: 392405 (+13)

0.6% more ownership

Funds ownership: 44.09%44.68% (+0.6%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
405
Holders Change
+13
Holders Change %
+3.32%
% of All Funds
5.33%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
43
Increased
141
Reduced
125
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
Fortis Capital Advisors
Kansas
$601K +$134K +745 +31%
MFG
202
Magnus Financial Group
New York
$597K +$2.7K +15 +0.5%
AWM
203
AE Wealth Management
Kansas
$589K -$58.9K -327 -9%
KFG
204
Kropog Financial Group
Louisiana
$589K -$142K -786 -20%
CFD
205
Creative Financial Designs
Indiana
$581K +$58.5K +325 +12%
SWA
206
Sightline Wealth Advisors
Connecticut
$566K
ACM
207
AlphaStar Capital Management
North Carolina
$554K +$529K +2,936 New
AssetMark Inc
208
AssetMark Inc
California
$549K +$377K +2,092 +255%
Vanguard Group
209
Vanguard Group
Pennsylvania
$543K +$29K +161 +6%
SS
210
SBI Securities
Japan
$541K +$31.2K +173 +6%
SWM
211
Silverlake Wealth Management
Vermont
$537K +$16K +89 +3%
AIC
212
Archer Investment Corporation
Indiana
$533K +$25.2K +140 +5%
DWA
213
Delta Wealth Advisors
Indiana
$525K +$501K +2,780 New
1WM
214
1900 Wealth Management
Texas
$522K +$2.16K +12 +0.4%
KPWS
215
Kestra Private Wealth Services
Texas
$515K +$63.8K +354 +15%
AWM
216
Axxcess Wealth Management
California
$510K +$103K +570 +27%
BWA
217
BlueChip Wealth Advisors
Georgia
$508K +$484K +2,690 New
ACA
218
Affinity Capital Advisors
California
$500K
SEIA
219
Signature Estate & Investment Advisors
California
$484K +$110K +610 +31%
RA
220
RFG Advisory
Alabama
$483K +$61.6K +342 +15%
BPA
221
Beacon Pointe Advisors
California
$479K
RA
222
Rodgers & Associates
Pennsylvania
$479K
BIA
223
BHK Investment Advisors
Alabama
$472K
PFG
224
Pinnacle Financial Group
Illinois
$472K
BA
225
Bristlecone Advisors
Washington
$458K

VOOV Hedge Fund Activity: Q2 2025 in Review

405 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q2 2025, worth a combined $2.45B — up 5.8% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VOOV positions and 25 closed out — a net gain of 18 holders — while 141 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $37.4M. The largest seller was Truist Financial, cutting an estimated $12.6M.

  • 405 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q2 2025, up from 392 in Q1 2025.
  • Funds reported $2.45B of Vanguard S&P 500 Value ETF stock for Q2 2025, up 5.8% quarter-over-quarter.
  • 43 funds opened new Vanguard S&P 500 Value ETF positions in Q2 2025 and 25 closed out, a net change of +18 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q2 2025 was Bank of America, an estimated $37.4M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q2 2025 was Truist Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.