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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
Ameriprise
Minnesota
$48.1M
3
UBS Group
UBS Group
Switzerland
$82.7M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
226
Pacific Center for Financial Services
California
$148K +$148K +1,012 New
GRP
227
Global Retirement Partners
California
$141K +$2.63K +18 +2%
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$141K +$14.1K +96 +11%
PTC
229
Private Trust Company
Ohio
$139K -$7.04K -48 -5%
BONH
230
Bank of New Hampshire
New Hampshire
$136K – – –
VCM
231
Versant Capital Management
Arizona
$127K – – –
WFA
232
West Financial Advisors
Iowa
$126K +$126K +857 New
HGERS
233
Householder Group Estate & Retirement Specialist
Arizona
$117K +$117K +800 New
LB
234
Legacy Bridge
Iowa
$107K – – –
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$105K -$33.1K -225 -24%
GWM
236
Guardian Wealth Management
Illinois
$105K -$1.05M -7,141 -91%
SWM
237
Spire Wealth Management
Virginia
$104K +$41.4K +282 +66%
HI
238
Harbour Investments
Wisconsin
$104K -$21.6K -147 -17%
ADL
239
Asset Dedication LLC
California
$99K – – –
Amundi
240
Amundi
France
$95.3K – – –
FCA
241
FinTrust Capital Advisors
South Carolina
$93.1K – – –
HWA
242
Heritage Wealth Advisors
Virginia
$91.8K – – –
BLC
243
Brown, Lisle/Cummings
Rhode Island
$89.5K – – –
IGWM
244
ICA Group Wealth Management
Colorado
$66.7K – – –
Citigroup
245
Citigroup
New York
$64.8K -$7.77K -53 -11%
PA
246
Parallel Advisors
California
$63.8K +$63.8K +435 New
CAL
247
Capital Advisors Ltd
Ohio
$63K – – –
CFGS
248
Concourse Financial Group Securities
Alabama
$57.2K – – –
HNB
249
Huntington National Bank
Ohio
$55.2K -$52.7K – –
FCMT
250
Founders Capital Management (Texas)
Texas
$53K +$53K +358 New
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10
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