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Vanguard S&P 500 Value ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
251
Punch & Associates Investment Management
Minnesota
$49.4K – – –
SFC
252
SYM Financial Corp
Indiana
$44.6K +$44.6K +300 New
JFG
253
JDM Financial Group
Texas
$43.1K – – –
YDMI
254
Y.D. More Investments
Israel
$42.8K – – –
AC
255
AlphaCore Capital
California
$42.2K +$42.2K +284 New
VCM
256
Versant Capital Management
Arizona
$39.7K – – –
BFPW
257
BOK Financial Private Wealth
Colorado
$39.1K – – –
S
258
SignatureFD
Georgia
$33.6K +$9.22K +62 +38%
JWM
259
Janiczek Wealth Management
Colorado
$33.5K – – –
NS
260
NBC Securities
Alabama
$33K +$33K +223 New
BHWM
261
Beaird Harris Wealth Management
Texas
$28.3K – – –
SPIA
262
Steward Partners Investment Advisory
New York
$23.9K – – –
PTC
263
Private Trust Company
Ohio
$21.3K -$127K -856 -86%
LFG
264
Larson Financial Group
Missouri
$21K – – –
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K – – –
AAP
266
Arax Advisory Partners
Colorado
$17.1K – – –
LC
267
Lindbrook Capital
California
$16.4K – – –
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$16K -$92.4K -612 -85%
CSB
269
City State Bank
Iowa
$15K +$15K +100 New
AA
270
Addison Advisors
Vermont
$14.9K – – –
TCPG
271
Trivant Custom Portfolio Group
California
$14.9K – – –
NA
272
NewEdge Advisors
Louisiana
$8.48K +$4.76K +32 +128%
TFA
273
Transamerica Financial Advisors
Florida
$8K – – –
GI
274
Gradient Investments
Minnesota
$7.73K +$7.73K +52 New
Simplex Trading
275
Simplex Trading
Illinois
$7K +$7K +53 New
9 10
11
12 13