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Vanguard S&P 500 Value ETF

385 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

8% more funds holding

Funds holding: 355385 (+30)

0.04% less ownership

Funds ownership: 44.89%44.84% (-0.04%)

0% less capital invested

Capital invested by funds: $2.35B → $2.34B (-$4.13M)

Holders
385
Holders Change
+30
Holders Change %
+8.45%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
52
Increased
139
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$349M -$31.4M -163,698 -8%
Morgan Stanley
2
Morgan Stanley
New York
$195M +$10.8M +56,333 +6%
LPL Financial
3
LPL Financial
California
$107M +$13.4M +69,733 +14%
UBS Group
4
UBS Group
Switzerland
$98.9M +$404K +2,105 +0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$88.6M +$344K +1,794 +0.4%
Ameriprise
6
Ameriprise
Minnesota
$76.8M +$729K +3,803 +0.9%
Corient Private Wealth
7
Corient Private Wealth
Florida
$76.7M -$695K -3,625 -0.9%
AAS
8
Avantax Advisory Services
Texas
$62.9M +$14.6M +75,886 +29%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$56.9M +$2.08M +10,859 +4%
Wells Fargo
10
Wells Fargo
California
$48.1M -$1.29M -6,748 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$46.1M +$3.78M +19,696 +9%
SWM
12
Shakespeare Wealth Management
Wisconsin
$45.5M -$190K -990 -0.4%
HighTower Advisors
13
HighTower Advisors
Illinois
$44.2M -$283K -1,475 -0.6%
Raymond James Financial
14
Raymond James Financial
Florida
$43.8M +$45.6M +237,621 New
SCM
15
Stordahl Capital Management
Colorado
$42.8M -$1.45M -7,540 -3%
CWM
16
Connecticut Wealth Management
Connecticut
$32.9M +$12.7M +66,174 +141%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$28.2M -$2.67M -13,943 -8%
BCMLT
18
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.8M -$1.05M -5,464 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.8M +$1.1M +5,745 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$27.3M -$9.3M -48,488 -25%
PAG
21
Private Advisor Group
New Jersey
$26.8M +$1.5M +7,830 +6%
Goldman Sachs
22
Goldman Sachs
New York
$26.7M +$4.24M +22,085 +18%
OIA
23
OneDigital Investment Advisors
Kansas
$26.5M -$1.15M -6,008 -4%
GSAM
24
Grant Street Asset Management
Pennsylvania
$25.6M +$283K +1,473 +1%
PIA
25
Petredis Investment Advisors
Pennsylvania
$22.5M -$2.39M -12,438 -9%

VOOV Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q4 2024, worth a combined $2.34B — down 0.18% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOOV positions and 17 closed out — a net gain of 35 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $14.6M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 385 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $2.34B of Vanguard S&P 500 Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
  • 52 funds opened new Vanguard S&P 500 Value ETF positions in Q4 2024 and 17 closed out, a net change of +35 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $14.6M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q4 2024 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2024.