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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 %
JWM
251
Janiczek Wealth Management
Colorado
$33.2K
MCC
252
Money Concepts Capital
Florida
$30.5K +$30.5K +218 New
HWMA
253
Heritage Wealth Management (Arizona)
Arizona
$28.6K +$14.3K +102 +100%
BHWM
254
Beaird Harris Wealth Management
Texas
$26.6K
S
255
SignatureFD
Georgia
$22.9K +$140 +1 +0.6%
GEA
256
Glen Eagle Advisors
New Jersey
$22.7K
SPIA
257
Steward Partners Investment Advisory
New York
$22.6K +$22.6K +161 New
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$16K +$16K +112 New
LC
260
Lindbrook Capital
California
$15.4K
AA
261
Addison Advisors
Vermont
$14K -$23.1K -165 -62%
TFA
262
Transamerica Financial Advisors
Florida
$13K +$6.86K +48 +112%
FHA
263
First Horizon Advisors
Tennessee
$11.5K +$280 +2 +3%
PAG
264
Private Advisor Group
New Jersey
$7.98K -$319 -2,281 -4%
CA
265
CoreCap Advisors
Michigan
$7.42K +$7.42K +53 New
AF
266
Allworth Financial
California
$4.58K +$4.58K +33 New
BlackRock
267
BlackRock
New York
$4.2K -$3.92K -28 -48%
FWP
268
FAS Wealth Partners
Kansas
$3.83K
GT
269
Glenmede Trust
Pennsylvania
$2.8K
SIS
270
Sound Income Strategies
Florida
$1.4K
CWP
271
Concord Wealth Partners
Virginia
$1.15K +$1.15K +8 New
FRA
272
Front Row Advisors
California
$1K
PWMG
273
Prestige Wealth Management Group
New Jersey
$571
GWS
274
Glassman Wealth Services
Virginia
$438
NA
275
NewEdge Advisors
Louisiana
$7 +$7 +47 New