Vanguard S&P 500 Value ETF
VOOV
112 hedge funds and large institutions have $498M invested in Vanguard S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 28 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.54% less ownership
Funds ownership: 51.52% → 49.98% (-1.5%)
9% less funds holding
Funds holding: 123 → 112 (-11)
22% less capital invested
Capital invested by funds: $637M → $498M (-$138M)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$10M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.97M |
| 3 |
AP
Arlington Partners
Birmingham,
Alabama
|
+$9.24M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.12M |
| 5 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$25.4M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$3.55M |
| 3 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
-$3.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.19M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.16M |
VOOV Hedge Fund Activity: Q1 2020 in Review
112 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2020, worth a combined $498M — down 22% from $637M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of VOOV and 19 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 45 added.
The largest buyer was JP Morgan Chase, adding an estimated $10M. The largest seller was Connecticut Wealth Management, cutting an estimated $25.4M.
- 112 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2020, down from 123 in Q4 2019.
- Funds reported $498M of Vanguard S&P 500 Value ETF stock for Q1 2020, down 22% quarter-over-quarter.
- 19 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2020 and 28 closed out, a net change of -9 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $10M added.
- The largest Vanguard S&P 500 Value ETF seller in Q1 2020 was Connecticut Wealth Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2020.