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Vanguard S&P 500 Value ETF

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWAG
226
Net Worth Advisory Group
Utah
$423K -$3.87K -21 -0.9%
RA
227
Rodgers & Associates
Pennsylvania
$417K -$223K -1,210 -35%
RA
228
RFG Advisory
Alabama
$415K -$12.2K -66 -3%
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
$414K -$240K -1,300 -37%
KPWS
230
Kestra Private Wealth Services
Texas
$410K +$17.5K +95 +4%
OWP
231
ORG Wealth Partners
Texas
$408K +$379K +2,054 +1,300%
SCA
232
Snowden Capital Advisors
New York
$394K +$7.01K +38 +2%
AWA
233
Arkadios Wealth Advisors
Georgia
$388K +$141K +762 +57%
WAM
234
Walker Asset Management
Missouri
$386K
PWW
235
Pettyjohn Wood & White
Virginia
$384K -$19.4K -105 -5%
AWM
236
Axxcess Wealth Management
California
$381K +$53.1K +288 +16%
ASN
237
Advisory Services Network
Georgia
$374K +$10.7K +58 +3%
CWA
238
CM Wealth Advisors
Ohio
$371K
CB
239
Cadence Bank
Mississippi
$369K
ACI
240
Alpha Cubed Investments
California
$366K
SPIA
241
Steward Partners Investment Advisory
New York
$362K +$129K +698 +55%
Citadel Advisors
242
Citadel Advisors
Florida
$359K +$50.9K +276 +17%
SEIA
243
Signature Estate & Investment Advisors
California
$359K +$2.77K +15 +0.8%
SWP
244
Sagespring Wealth Partners
Tennessee
$358K +$358K +1,939 New
CAM
245
Cresset Asset Management
Illinois
$357K -$342K -1,853 -49%
BIM
246
Bridges Investment Management
Nebraska
$354K
OPW
247
Oxler Private Wealth
New York
$350K +$2.03K +11 +0.6%
SAG
248
SageView Advisory Group
California
$338K -$21.2K -115 -6%
IA
249
IFG Advisors
Missouri
$337K +$35.6K +193 +12%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$336K