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Vanguard S&P 500 Value ETF

274 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
53
Increased
110
Reduced
55
Closed
17
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
226
Global Retirement Partners
California
$133K +$99K +707 +295%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$131K +$37.5K +269 +40%
BONH
228
Bank of New Hampshire
New Hampshire
$130K
VCM
229
Versant Capital Management
Arizona
$121K
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
$121K -$275K -1,966 -70%
HI
231
Harbour Investments
Wisconsin
$120K +$66K +471 +123%
TFS
232
TrustCore Financial Services
Tennessee
$105K
LB
233
Legacy Bridge
Iowa
$103K
Amundi
234
Amundi
France
$96.2K
ADL
235
Asset Dedication LLC
California
$95K
FCA
236
FinTrust Capital Advisors
South Carolina
$93.1K
HWA
237
Heritage Wealth Advisors
Virginia
$87.7K
BLC
238
Brown, Lisle/Cummings
Rhode Island
$85.4K
Citigroup
239
Citigroup
New York
$69.3K +$420 +3 +0.6%
IGWM
240
ICA Group Wealth Management
Colorado
$63.7K +$63.7K +455 New
CAL
241
Capital Advisors Ltd
Ohio
$60K
SWM
242
Spire Wealth Management
Virginia
$60K
CFGS
243
Concourse Financial Group Securities
Alabama
$54.6K
HNB
244
Huntington National Bank
Ohio
$52.7K -$3K
TSWM
245
Tyler-Stone Wealth Management
Ohio
$49K
LFG
246
Larson Financial Group
Missouri
$46.6K -$7.55K -54 -14%
AWM
247
Accel Wealth Management
Iowa
$40.9K
JFG
248
JDM Financial Group
Texas
$40.6K +$40.6K +290 New
IA
249
IFP Advisors
Florida
$38K -$2.91K -28 -7%
BFPW
250
BOK Financial Private Wealth
Colorado
$36.7K -$250K -1,784 -87%