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Vanguard S&P 500 Value ETF

392 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 156 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $313K | Put options by funds: $143K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 104

2% more funds holding

Funds holding: 385392 (+7)

0.76% less ownership

Funds ownership: 44.84%44.09% (-0.76%)

1% less capital invested

Capital invested by funds: $2.34B → $2.32B (-$29.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
392
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
33
Increased
156
Reduced
104
Closed
21
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$337M -$11.6M -62,068 -3%
Morgan Stanley
2
Morgan Stanley
New York
$203M +$8.1M +43,281 +4%
LPL Financial
3
LPL Financial
California
$104M -$2.5M -13,335 -2%
UBS Group
4
UBS Group
Switzerland
$98.2M -$523K -2,796 -0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$88.5M +$33.7K +180 +0%
Corient Private Wealth
6
Corient Private Wealth
Florida
$74.3M -$2.31M -12,360 -3%
AAS
7
Avantax Advisory Services
Texas
$68.7M +$6.01M +32,134 +9%
Ameriprise
8
Ameriprise
Minnesota
$67.2M -$9.66M -51,609 -12%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$64M +$6.76M +36,154 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$53.4M +$7.47M +39,900 +16%
Wells Fargo
11
Wells Fargo
California
$47.6M -$385K -2,058 -0.8%
SWM
12
Shakespeare Wealth Management
Wisconsin
$45.8M +$401K +2,142 +0.9%
Raymond James Financial
13
Raymond James Financial
Florida
$45.5M +$1.74M +9,314 +4%
SCM
14
Stordahl Capital Management
Colorado
$43.6M +$856K +4,575 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$42.6M -$1.62M -8,645 -4%
Goldman Sachs
16
Goldman Sachs
New York
$37M +$10.5M +56,052 +39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$30.1M +$2.81M +15,004 +10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$27.8M +$26.9K +144 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$27.3M -$845K -4,516 -3%
GSAM
20
Grant Street Asset Management
Pennsylvania
$26.7M +$1.17M +6,228 +4%
OIA
21
OneDigital Investment Advisors
Kansas
$26.5M +$64.2K +343 +0.2%
PAG
22
Private Advisor Group
New Jersey
$23.5M -$3.34M -17,868 -12%
PIA
23
Petredis Investment Advisors
Pennsylvania
$22.5M +$16.1K +86 +0.1%
BCMLT
24
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.5M -$6.38M -34,123 -23%
ZF
25
Zhang Financial
Michigan
$20.1M -$320K -1,709 -2%

VOOV Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q1 2025, worth a combined $2.32B — down 1.3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOOV positions and 21 closed out — a net gain of 12 holders — while 156 added to existing stakes and 104 trimmed.

The largest buyer was Truist Financial, adding an estimated $13.8M. The largest seller was Connecticut Wealth Management, cutting an estimated $12.4M.

  • 392 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q1 2025, up from 385 in Q4 2024.
  • Funds reported $2.32B of Vanguard S&P 500 Value ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 Value ETF positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Value ETF buyer in Q1 2025 was Truist Financial, an estimated $13.8M added.
  • The largest Vanguard S&P 500 Value ETF seller in Q1 2025 was Connecticut Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.