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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arkadios Wealth Advisors
Georgia
$324K -$35.6K -197 -10%
SMC
227
Smith, Moore & Co
Missouri
$317K +$1.44K +8 +0.5%
GIA
228
Gladstone Institutional Advisory
Florida
$310K – – –
HA
229
Hanover Advisors
South Carolina
$305K +$305K +1,690 New
CBFP
230
Cedar Brook Financial Partners
Ohio
$304K +$722 +4 +0.2%
SCM
231
Steele Capital Management
Iowa
$295K +$1.26K +7 +0.4%
IA
232
IFG Advisors
Missouri
$295K – – –
LWL
233
Leo Wealth LLC
Texas
$292K +$1.99K +11 +0.7%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$291K +$1.08K +6 +0.4%
CCWM
235
Cassaday & Co Wealth Management
Virginia
$286K – – –
PWP
236
Principle Wealth Partners
Connecticut
$285K +$31.6K +175 +12%
SAM
237
Secure Asset Management
Michigan
$284K -$420K -2,329 -60%
Bank of New York Mellon
238
Bank of New York Mellon
New York
$284K +$180 +1 +0.1%
AMAL
239
Asset Management Advisors LLC
Oklahoma
$284K -$10.3K -57 -3%
RWA
240
Roberts Wealth Advisors
California
$282K +$282K +1,639 New
SS
241
Sunbelt Securities
Texas
$276K – – –
WA
242
Waverly Advisors
Alabama
$274K -$3.25K -18 -1%
WMA
243
Wealth Management Associates
New Jersey
$263K +$2.11K +12 +0.8%
EPP
244
ETF Portfolio Partners
Kansas
$261K – – –
BCA
245
Bay Colony Advisors
Massachusetts
$248K +$5.05K +28 +2%
HIC
246
Hartline Investment Corp
Illinois
$248K +$248K +1,376 New
TCPG
247
Trivant Custom Portfolio Group
California
$244K – – –
EGA
248
Eagle Global Advisors
Texas
$244K +$5.41K +30 +2%
SCA
249
Snowden Capital Advisors
New York
$239K +$239K +1,327 New
BBHC
250
Brown Brothers Harriman & Co
New York
$235K +$235K +1,301 New
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10
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