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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
26
Increased
89
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
226
Bay Colony Advisors
Massachusetts
$206K +$206K +1,323 New
EGA
227
Eagle Global Advisors
Texas
$206K +$206K +1,320 New
CL
228
Choreo LLC
Illinois
$205K +$205K +1,309 New
PPWM
229
PFG Private Wealth Management
Florida
$182K +$8.1K +52 +5%
RIA
230
Realta Investment Advisors
Delaware
$178K +$178K +1,146 New
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$177K -$26.2K -168 -13%
PB
232
Pinnacle Bancorp
Nebraska
$162K -$1.25K -8 -0.8%
PCFFS
233
Pacific Center for Financial Services
California
$158K
PTC
234
Private Trust Company
Ohio
$156K +$7.63K +49 +5%
GRP
235
Global Retirement Partners
California
$150K
BONH
236
Bank of New Hampshire
New Hampshire
$144K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$143K -$187K -1,200 -57%
LB
238
Legacy Bridge
Iowa
$114K
SWM
239
Spire Wealth Management
Virginia
$112K +$1.56K +10 +1%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$112K +$624 +4 +0.6%
GWM
241
Guardian Wealth Management
Illinois
$111K
ADL
242
Asset Dedication LLC
California
$105K
HWA
243
Heritage Wealth Advisors
Virginia
$97.5K
BLC
244
Brown, Lisle/Cummings
Rhode Island
$95K
FCA
245
FinTrust Capital Advisors
South Carolina
$93.1K
Amundi
246
Amundi
France
$86.6K -$15.6K -100 -15%
IGWM
247
ICA Group Wealth Management
Colorado
$70.8K
AssetMark Inc
248
AssetMark Inc
California
$69.8K +$69.1K +444 +11,100%
PA
249
Parallel Advisors
California
$67.7K
CAL
250
Capital Advisors Ltd
Ohio
$67K