VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

130 hedge funds and large institutions have $588M invested in Vanguard S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
+18
Holders Change %
+16.07%
% of All Funds
2.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
39
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$29.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.8M
3
Bank of America
3
Bank of America
North Carolina
$184M
4
SWM
4
Shakespeare Wealth Management
Wisconsin
$13.6M
5
Wells Fargo
5
Wells Fargo
California
$9.45M

Top Sellers

1
BCA
1
Biltmore Capital Advisors
New Jersey
$11.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.85M
3
LPL Financial
3
LPL Financial
California
$19.7M
4
AP
4
Arlington Partners
Alabama
$3.59M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$184M 1,762,617 +86,558 +5%
UBS Group
2
UBS Group
Switzerland
$43.8M 419,331 +17,096 +4%
CCP
3
Corient Capital Partners
California
$39.7M 380,181 -17,553 -4%
Morgan Stanley
4
Morgan Stanley
New York
$37.5M 359,143 +4,458 +1%
CWM
5
Connecticut Wealth Management
Connecticut
$29.2M 186,762 +74,562 +66%
SCM
6
Stordahl Capital Management
Colorado
$21.3M 203,542 -1,351 -0.7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$19.8M 189,515 +89,787 +90%
LPL Financial
8
LPL Financial
California
$19.7M 188,473 -55,529 -23%
AWM
9
Altium Wealth Management
New York
$15.8M 151,144 -16,915 -10%
SWM
10
Shakespeare Wealth Management
Wisconsin
$13.6M 130,049 +64,158 +97%
PFM
11
Phillips Financial Management
Indiana
$12.2M 116,413 +29,022 +33%
LFS
12
Lutz Financial Services
Nebraska
$11.7M 112,225 -3,081 -3%
BCA
13
Biltmore Capital Advisors
New Jersey
$11.4M 109,137 -91,945 -46%
Ameriprise
14
Ameriprise
Minnesota
$10.8M 102,972 +2,933 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.68M 92,540 +5,401 +6%
Wells Fargo
16
Wells Fargo
California
$9.45M 90,418 +30,589 +51%
PWM
17
Provident Wealth Management
Tennessee
$8.18M 78,287 +7,202 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.85M 75,163 -60,072 -44%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.9M 56,461 +9,092 +19%
AWM
20
Avior Wealth Management
Nebraska
$4.76M 45,563 -698 -2%
PAG
21
Private Advisor Group
New Jersey
$4.49M 42,918 -6,143 -13%
RZH
22
Relyea Zuckerberg Hanson
Connecticut
$4.37M 41,790 +2,715 +7%
AP
23
Arlington Partners
Alabama
$3.59M 34,361 -46,980 -58%
TFF
24
The Family Firm
Maryland
$3.33M 31,865 -2,237 -7%
B
25
Bridgeworth
Alabama
$3.32M 31,720 +1,540 +5%
1
2 3 4 5