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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 %
GWM
301
Geneos Wealth Management
Colorado
$35K – – –
BHWM
302
Beaird Harris Wealth Management
Texas
$33.4K – – –
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$25.1K -$15.3K -87 -38%
AAP
304
Arax Advisory Partners
Colorado
$20.2K – – –
LC
305
Lindbrook Capital
California
$19.3K – – –
NA
306
NewEdge Advisors
Louisiana
$18.9K – – –
CSB
307
City State Bank
Iowa
$17.6K – – –
BL
308
BFSG LLC
California
$13.2K – – –
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K – – –
AIM
310
Anchor Investment Management
South Carolina
$10.9K – – –
CJ
311
Caitlin John
Michigan
$9.49K – – –
CA
312
Clearstead Advisors
Ohio
$7.38K +$7.38K +42 New
GWSG
313
GPS Wealth Strategies Group
Colorado
$6.5K +$6.5K +37 New
KFS
314
Kelly Financial Services
Massachusetts
$6.15K +$6.15K +35 New
NRG
315
Nemes Rush Group
Michigan
$6.09K – – –
PPA
316
Painted Porch Advisors
California
$4.57K +$4.57K +26 New
WIM
317
Westside Investment Management
California
$4.44K – – –
IA
318
IFP Advisors
Florida
$3.52K – – –
CWM
319
CarsonAllaria Wealth Management
Illinois
$3.35K +$1.59K +9 +90%
GT
320
Glenmede Trust
Pennsylvania
$1.93K – – –
SIS
321
Sound Income Strategies
Florida
$1.76K – – –
PWMG
322
Prestige Wealth Management Group
New Jersey
$1.63K – – –
CWP
323
Concord Wealth Partners
Virginia
$1.48K – – –
GWS
324
Glassman Wealth Services
Virginia
$550 – – –
HNB
325
Huntington National Bank
Ohio
$176 -$180 – –
11 12
13
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