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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 %
BHWM
301
Beaird Harris Wealth Management
Texas
$34.3K – – –
LFG
302
Larson Financial Group
Missouri
$25.9K – – –
PTC
303
Private Trust Company
Ohio
$25.8K – – –
AAP
304
Arax Advisory Partners
Colorado
$20.8K – – –
LC
305
Lindbrook Capital
California
$19.9K – – –
NA
306
NewEdge Advisors
Louisiana
$19.4K – – –
AA
307
Addison Advisors
Vermont
$18K – – –
CSB
308
City State Bank
Iowa
$18K – – –
BL
309
BFSG LLC
California
$13.5K +$13.5K +75 New
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K – – –
AIM
311
Anchor Investment Management
South Carolina
$11.2K – – –
AssetMark Inc
312
AssetMark Inc
California
$10.5K -$135K -749 -93%
CJ
313
Caitlin John
Michigan
$9.75K – – –
TC
314
Trust Company
Kansas
$9.02K +$9.02K +50 New
NRG
315
Nemes Rush Group
Michigan
$6.25K +$179 +1 +3%
WIM
316
Westside Investment Management
California
$4.53K – – –
IA
317
IFP Advisors
Florida
$3.61K – – –
GT
318
Glenmede Trust
Pennsylvania
$1.99K – – –
CWM
319
CarsonAllaria Wealth Management
Illinois
$1.81K – – –
SIS
320
Sound Income Strategies
Florida
$1.81K – – –
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$1.81K +$1.81K +10 New
PWMG
322
Prestige Wealth Management Group
New Jersey
$1.67K – – –
CWP
323
Concord Wealth Partners
Virginia
$1.52K – – –
GWS
324
Glassman Wealth Services
Virginia
$565 – – –
HNB
325
Huntington National Bank
Ohio
$180 -$168 – –
10 11 12
13
14