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Vanguard S&P 500 Value ETF

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
Net Calls
+$655K
Net Calls Change
-$787K
Name Holding Trade Value Shares
Change
Shares
Change %
LB
251
Legacy Bridge
Iowa
$123K
SWM
252
Spire Wealth Management
Virginia
$121K +$501 +3 +0.4%
FCA
253
FinTrust Capital Advisors
South Carolina
$116K
ADL
254
Asset Dedication LLC
California
$114K
PA
255
Parallel Advisors
California
$110K +$3.02K +18 +3%
EWA
256
EP Wealth Advisors
California
$104K +$104K +618 New
BLC
257
Brown, Lisle/Cummings
Rhode Island
$102K
Amundi
258
Amundi
France
$93.4K
Franklin Resources
259
Franklin Resources
California
$91K
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$88.5K -$127K -754 -59%
CAL
261
Capital Advisors Ltd
Ohio
$72K
IGWM
262
ICA Group Wealth Management
Colorado
$68K +$68K +405 New
RIL
263
Rothschild Investment LLC
Illinois
$67.2K +$67.2K +400 New
CFGS
264
Concourse Financial Group Securities
Alabama
$65.5K
Citigroup
265
Citigroup
New York
$61.7K +$168 +1 +0.3%
POIA
266
Pin Oak Investment Advisors
Texas
$59K
TSWM
267
Tyler-Stone Wealth Management
Ohio
$56.8K -$1.51K -9 -3%
PAIM
268
Punch & Associates Investment Management
Minnesota
$55.8K
PPWM
269
PFG Private Wealth Management
Florida
$53.4K -$148K -879 -73%
SFC
270
SYM Financial Corp
Indiana
$50.4K
JFG
271
JDM Financial Group
Texas
$48.7K
YDMI
272
Y.D. More Investments
Israel
$48.4K
VCM
273
Versant Capital Management
Arizona
$44.8K
BFPW
274
BOK Financial Private Wealth
Colorado
$44K
S
275
SignatureFD
Georgia
$38K