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Vanguard S&P 500 Value ETF

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Calamos Advisors
251
Calamos Advisors
Illinois
$334K
RWA
252
Roberts Wealth Advisors
California
$330K +$58.1K +312 +21%
CA
253
CapWealth Advisors
Tennessee
$330K
SMC
254
Smith, Moore & Co
Missouri
$330K +$3.69K +20 +1%
KWA
255
Kingswood Wealth Advisors
California
$327K +$327K +1,773 New
LWL
256
Leo Wealth LLC
Texas
$326K +$19.6K +106 +6%
Jane Street
257
Jane Street
New York
$318K -$29.9K -162 -9%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$317K +$923 +5 +0.3%
BCA
259
Bay Colony Advisors
Massachusetts
$315K +$7.01K +38 +2%
SPC
260
Sigma Planning Corp
Michigan
$314K +$114K +620 +57%
BCI
261
Brinker Capital Investments
Pennsylvania
$312K +$54.2K +294 +21%
OPS
262
Orion Portfolio Solutions
Nebraska
$312K +$54.2K +294 +21%
FPAS
263
Focus Partners Advisor Solutions
Missouri
$310K -$18.3K -99 -6%
HA
264
Hanover Advisors
South Carolina
$309K
GPA
265
Guidance Point Advisors
Massachusetts
$305K +$24.2K +131 +9%
IC
266
IEQ Capital
California
$301K +$1.66K +9 +0.6%
SS
267
Sunbelt Securities
Texas
$298K
PWP
268
Principle Wealth Partners
Connecticut
$298K +$5.72K +31 +2%
WA
269
Waverly Advisors
Alabama
$297K +$16.2K +88 +6%
AMAL
270
Asset Management Advisors LLC
Oklahoma
$295K +$5.17K +28 +2%
CCWM
271
Cassaday & Co Wealth Management
Virginia
$293K
VWA
272
VSM Wealth Advisory
Maryland
$289K +$289K +1,568 New
GIA
273
Gladstone Institutional Advisory
Florida
$287K -$39.9K -216 -12%
EGA
274
Eagle Global Advisors
Texas
$277K
WMA
275
Wealth Management Associates
New Jersey
$274K -$2.21K -12 -0.8%