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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
Ameriprise
Minnesota
$48.1M
3
UBS Group
UBS Group
Switzerland
$82.7M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
276
Concord Wealth Partners
Virginia
$1.21K – – –
FRA
277
Front Row Advisors
California
$1K – – –
PWMG
278
Prestige Wealth Management Group
New Jersey
$601 – – –
AssetMark Inc
279
AssetMark Inc
California
$587 -$1.09M -7,425 -100%
GWS
280
Glassman Wealth Services
Virginia
$459 – – –
AF
281
Advisornet Financial
Minnesota
$440 +$440 +3 New
CI
282
CX Institutional
Indiana
– -$4.02M -28,670 Closed
HF
283
HRT Financial
New York
– -$1.98M -14,150 Closed
CA
284
Calton & Associates
Florida
– -$1.64M -11,732 Closed
NC
285
NewSquare Capital
Pennsylvania
– -$776K -5,541 Closed
SA
286
SFI Advisors
New Jersey
– -$486K -3,468 Closed
MPM
287
MBB Public Markets
Illinois
– -$451K -3,223 Closed
Renaissance Technologies
288
Renaissance Technologies
New York
– -$378K -2,700 Closed
SWP
289
Stratos Wealth Partners
Ohio
– -$253K -1,808 Closed
LSA
290
Lansing Street Advisors
Pennsylvania
– -$246K -1,757 Closed
SF
291
Safeguard Financial
Wisconsin
– -$210K -1,500 Closed
RMCM
292
Reynders McVeigh Capital Management
Massachusetts
– -$209K -1,492 Closed
PMG
293
ProVise Management Group
Florida
– -$201K -1,437 Closed
BCA
294
Bay Colony Advisors
Massachusetts
– -$201K -1,435 Closed
RDFA
295
Ritter Daniher Financial Advisory
Ohio
– -$197K -1,410 Closed
RIA
296
Realta Investment Advisors
Delaware
– -$161K -1,146 Closed
RFA
297
Resurgent Financial Advisors
Georgia
– -$154K -1,100 Closed
MCC
298
Money Concepts Capital
Florida
– -$30.5K -218 Closed
GEA
299
Glen Eagle Advisors
New Jersey
– -$22.7K -162 Closed
BlackRock
300
BlackRock
New York
– -$4.2K -30 Closed
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