VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

114 hedge funds and large institutions have $539M invested in Vanguard S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
35
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$3.96M
2
BCA
Biltmore Capital Advisors
New Jersey
+$2.07M
3
Bank of America
Bank of America
North Carolina
+$1.87M
4
AG
Advisor Group
Arizona
+$1.67M
5
Jane Street
Jane Street
New York
+$1.38M

Top Sellers

1
CWM
Connecticut Wealth Management
Connecticut
-$25.2M
2
CCP
Corient Capital Partners
California
-$3.73M
3
KeyBank National Association
KeyBank National Association
Ohio
-$2.23M
4
Wells Fargo
Wells Fargo
California
-$2.18M
5
PPA
Parametric Portfolio Associates
Washington
-$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$157M +$1.87M +16,228 +1%
UBS Group
2
UBS Group
Switzerland
$49.1M -$349K -3,037 -0.7%
CWM
3
Connecticut Wealth Management
Connecticut
$41.5M -$25.2M -219,184 -38%
CCP
4
Corient Capital Partners
California
$41.2M -$3.73M -32,469 -8%
Morgan Stanley
5
Morgan Stanley
New York
$30.1M +$1.37M +11,883 +5%
LPL Financial
6
LPL Financial
California
$29.7M +$20.8K +181 +0.1%
BCA
7
Biltmore Capital Advisors
New Jersey
$28.3M +$2.07M +17,991 +8%
AWM
8
Altium Wealth Management
New York
$21.5M -$9.2K -80 -0%
LFS
9
Lutz Financial Services
Nebraska
$17.6M -$1.6M -13,953 -8%
SCM
10
Stordahl Capital Management
Colorado
$17.3M +$396K +3,444 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.87M -$1.2M -10,483 -11%
Wells Fargo
12
Wells Fargo
California
$7.86M -$2.18M -19,002 -22%
AG
13
Advisor Group
Arizona
$6.5M +$1.67M +14,518 +35%
AWM
14
Avior Wealth Management
Nebraska
$5.96M +$6.21K +54 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$5.8M +$3.96M +34,443 +215%
PAG
16
Private Advisor Group
New Jersey
$5.2M -$138K -1,198 -3%
TFF
17
The Family Firm
Maryland
$3.93M -$151K -1,316 -4%
PFM
18
Phillips Financial Management
Indiana
$3.85M – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.62M +$184K +1,603 +5%
Jane Street
20
Jane Street
New York
$3.47M +$1.38M +11,972 +66%
Ameriprise
21
Ameriprise
Minnesota
$3.34M -$231K -2,007 -6%
FA
22
FCG Advisors
New Jersey
$3.14M +$78.4K +682 +3%
RJA
23
Raymond James & Associates
Florida
$2.85M +$700K +6,092 +33%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.39M -$29.7K -258 -1%
CA
25
Cetera Advisors
Colorado
$2.29M +$207K +1,800 +10%
1
2 3 4 5