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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
251
Lodestar Private Asset Management
California
$226K – – –
SWP
252
Stratos Wealth Partners
Ohio
$225K +$902 +5 +0.4%
KBFS
253
Kohmann Bosshard Financial Services
Ohio
$220K – – –
KA
254
Kovack Advisors
Florida
$215K +$215K +1,190 New
VCP
255
Verus Capital Partners
Arizona
$209K -$43.3K -240 -17%
RIA
256
Realta Investment Advisors
Delaware
$207K +$207K +1,146 New
MPM
257
MBB Public Markets
Illinois
$206K -$376K -2,083 -65%
TA
258
TrueWealth Advisors
Alabama
$204K +$204K +1,133 New
OPPS
259
Obsidian Personal Planning Solutions
Maryland
$203K +$203K +1,175 New
ONSWM
260
Old North State Wealth Management
North Carolina
$203K +$203K +1,123 New
PB
261
Pinnacle Bancorp
Nebraska
$201K +$361 +2 +0.2%
FWCM
262
Ferguson Wellman Capital Management
Oregon
$200K +$200K +1,109 New
PO
263
Private Ocean
California
$191K +$191K +1,059 New
PCFFS
264
Pacific Center for Financial Services
California
$183K – – –
GRP
265
Global Retirement Partners
California
$173K -$1.44K -8 -0.8%
GWM
266
Guardian Wealth Management
Illinois
$172K -$92.1K -510 -35%
BONH
267
Bank of New Hampshire
New Hampshire
$167K – – –
SAM
268
Smartleaf Asset Management
Massachusetts
$162K -$7.92K -44 -5%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$145K +$126K +700 +660%
LB
270
Legacy Bridge
Iowa
$136K +$3.97K +22 +3%
EA
271
Evolution Advisers
Virginia
$135K +$181 +1 +0.1%
SL
272
Salomon & Ludwin
Virginia
$134K +$134K +742 New
SPIA
273
Steward Partners Investment Advisory
New York
$126K +$96.7K +536 +333%
FCA
274
FinTrust Capital Advisors
South Carolina
$125K – – –
ADL
275
Asset Dedication LLC
California
$122K – – –
9 10
11
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