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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
251
Lodestar Private Asset Management
California
$220K – – –
FFG
252
Fiduciary Financial Group
California
$217K +$217K +1,185 New
KBFS
253
Kohmann Bosshard Financial Services
Ohio
$214K – – –
PB
254
Pinnacle Bancorp
Nebraska
$214K +$17.6K +100 +9%
OAS
255
Optivise Advisory Services
Tennessee
$213K +$213K +1,212 New
GWM
256
Guardian Wealth Management
Illinois
$212K +$44.8K +255 +27%
KA
257
Kovack Advisors
Florida
$209K – – –
HCM
258
Howland Capital Management
Massachusetts
$207K +$207K +1,171 New
OPPS
259
Obsidian Personal Planning Solutions
Maryland
$207K – – –
BWM
260
Birchcreek Wealth Management
Ohio
$206K +$206K +1,171 New
RIA
261
Realta Investment Advisors
Delaware
$201K – – –
MPM
262
MBB Public Markets
Illinois
$200K – – –
PO
263
Private Ocean
California
$186K – – –
FCAS
264
First Command Advisory Services
Texas
$184K +$184K +1,049 New
SPIA
265
Steward Partners Investment Advisory
New York
$183K +$60.3K +343 +49%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$178K +$36.1K +205 +25%
PCFFS
267
Pacific Center for Financial Services
California
$178K – – –
OP
268
ORG Partners
Indiana
$173K +$173K +990 New
GRP
269
Global Retirement Partners
California
$167K -$879 -5 -0.5%
AFWM
270
Abich Financial Wealth Management
Virginia
$165K +$165K +939 New
FFA
271
Farther Finance Advisors
California
$157K +$157K +895 New
PTC
272
Private Trust Company
Ohio
$145K +$120K +684 +478%
BONH
273
Bank of New Hampshire
New Hampshire
$134K -$28.7K -163 -18%
LB
274
Legacy Bridge
Iowa
$133K – – –
SWM
275
Spire Wealth Management
Virginia
$131K -$797K -4,539 -86%
9 10
11
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