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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 %
LFG
251
Larson Financial Group
Missouri
$49K +$147 +1 +0.3%
PAIM
252
Punch & Associates Investment Management
Minnesota
$48.7K +$48.7K +332 New
AWM
253
Accel Wealth Management
Iowa
$42.8K – – –
JFG
254
JDM Financial Group
Texas
$42.5K – – –
YDMI
255
Y.D. More Investments
Israel
$42.3K +$42.3K +288 New
BFPW
256
BOK Financial Private Wealth
Colorado
$38.4K – – –
BWL
257
Bogart Wealth LLC
Virginia
$37.8K +$37.8K +258 New
JWM
258
Janiczek Wealth Management
Colorado
$33.1K – – –
BHWM
259
Beaird Harris Wealth Management
Texas
$27.9K – – –
S
260
SignatureFD
Georgia
$24K – – –
SPIA
261
Steward Partners Investment Advisory
New York
$23.6K – – –
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K – – –
AAP
263
Arax Advisory Partners
Colorado
$16.9K +$16.9K +115 New
LC
264
Lindbrook Capital
California
$16.1K – – –
AA
265
Addison Advisors
Vermont
$14.7K – – –
TFA
266
Transamerica Financial Advisors
Florida
$14K – – –
FHA
267
First Horizon Advisors
Tennessee
$12.1K – – –
Commonwealth Equity Services
268
Commonwealth Equity Services
Massachusetts
$11.1K -$3 -18 -0%
AIP
269
Ahrens Investment Partners
Louisiana
$10.1K +$10.1K +69 New
AF
270
Allworth Financial
California
$4.8K – – –
NSG
271
Nalls Sherbakoff Group
Tennessee
$4.46K +$4.46K +31 New
FWP
272
FAS Wealth Partners
Kansas
$4.03K – – –
NA
273
NewEdge Advisors
Louisiana
$3.67K -$3.23K -22 -47%
GT
274
Glenmede Trust
Pennsylvania
$2.93K – – –
SIS
275
Sound Income Strategies
Florida
$1.47K – – –
8 9 10
11
12