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Vanguard S&P 500 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
301
Prestige Wealth Management Group
New Jersey
$1.54K +$686 +4 +80%
CWP
302
Concord Wealth Partners
Virginia
$1.41K – – –
TFA
303
Transamerica Financial Advisors
Florida
$1K -$47K -47 -98%
FRA
304
Front Row Advisors
California
$840 – – –
SWM
305
Sanctuary Wealth Management
Idaho
$672 – – –
GWS
306
Glassman Wealth Services
Virginia
$526 – – –
HNB
307
Huntington National Bank
Ohio
$168 -$149 – –
First Manhattan
308
First Manhattan
New York
$167 -$835 -5 -83%
SIM
309
Seaview Investment Managers
Florida
– -$1.84M -12,342 Closed
HC
310
Hamilton Capital
Ohio
– -$1.73M -11,634 Closed
UCFA
311
United Capital Financial Advisors
Texas
– -$951K -6,396 Closed
CIA
312
Compass Ion Advisors
Pennsylvania
– -$682K -4,588 Closed
Marshall Wace
313
Marshall Wace
United Kingdom
– -$454K -3,051 Closed
TC
314
TownSquare Capital
Utah
– -$342K -2,297 Closed
WA
315
Wambolt & Associates
Colorado
– -$239K -1,617 Closed
FNT
316
First National Trust
Pennsylvania
– -$204K -1,375 Closed
KAS
317
KPP Advisory Services
Kentucky
– -$203K -1,362 Closed
RIA
318
Realta Investment Advisors
Delaware
– -$178K -1,146 Closed
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
– -$119K -800 Closed
AC
320
AlphaCore Capital
California
– -$42.2K -284 Closed
Simplex Trading
321
Simplex Trading
Illinois
– -$7K -53 Closed
GI
322
Gradient Investments
Minnesota
– -$7.73K -52 Closed
NSG
323
Nalls Sherbakoff Group
Tennessee
– -$4.58K -31 Closed
IPW
324
Impact Partnership Wealth
Georgia
– -$2.53K -17 Closed
GWMIA
325
Global Wealth Management Investment Advisory
Florida
– -$1.49K -10 Closed
10 11 12
13
14