VOOV icon

Vanguard S&P 500 Value ETF
VOOV

Overview Fund Activity

245 hedge funds and large institutions have $1.29B invested in Vanguard S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 33 closing their positions.

Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
28
Increased
77
Reduced
57
Closed
33
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
+$239K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$41.9M
2
UBS Group
2
UBS Group
Switzerland
$60.8M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
PFO
4
Pathstone Family Office
New Jersey
$9.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.8M

Top Sellers

1
CCP
1
Corient Capital Partners
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$73.2M
3
RIG
3
Ramiah Investment Group
Wisconsin
$1.26M
4
WA
4
WBH Advisory
Maryland
$6.1M
5
MFG
5
Merit Financial Group
Georgia
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1
CM Wealth Advisors
Ohio
$251M 2,012 – –
Bank of America
2
Bank of America
North Carolina
$183M 1,474,306 -80,617 -5%
Morgan Stanley
3
Morgan Stanley
New York
$83.9M 675,874 +16,946 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$73.2M 589,541 -354,305 -38%
UBS Group
5
UBS Group
Switzerland
$60.8M 489,569 +68,795 +16%
Wells Fargo
6
Wells Fargo
California
$41.9M 337,612 +71,849 +27%
LPL Financial
7
LPL Financial
California
$41.4M 333,549 +11,925 +4%
SCM
8
Stordahl Capital Management
Colorado
$29.5M 237,917 +3,057 +1%
Ameriprise
9
Ameriprise
Minnesota
$26.8M 215,471 +45,261 +27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.2M 195,094 +925 +0.5%
AWM
11
AE Wealth Management
Kansas
$24.2M 194,999 +6,268 +3%
SWM
12
Shakespeare Wealth Management
Wisconsin
$23.3M 187,418 +5,320 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.8M 175,411 +1,144 +0.7%
HighTower Advisors
14
HighTower Advisors
Illinois
$20.8M 168,054 -2,463 -1%
BCMLT
15
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.6M 147,494 -23,875 -14%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$19.5M 156,801 -8,236 -5%
PWM
17
Provident Wealth Management
Tennessee
$16.6M 133,560 +22,700 +20%
GSAM
18
Grant Street Asset Management
Pennsylvania
$16.3M 131,198 +5,149 +4%
MFG
19
Merit Financial Group
Georgia
$15.8M 127,141 -86,804 -41%
PFM
20
Phillips Financial Management
Indiana
$15.6M 125,372 +9,312 +8%
OIA
21
OneDigital Investment Advisors
Kansas
$13.8M 110,935 -20,244 -15%
LFS
22
Lutz Financial Services
Nebraska
$11.9M 95,644 -2,037 -2%
HCM
23
HM Capital Management
Missouri
$11.6M 93,050 +1,709 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$10M 80,804 -7,003 -8%
PFO
25
Pathstone Family Office
New Jersey
$9.5M 76,508 +41,071 +116%
1
2 3 4 5