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Vanguard S&P 500 Value ETF

351 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
45
Increased
137
Reduced
88
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
301
Asset Dedication LLC
California
$129K
BLC
302
Brown, Lisle/Cummings
Rhode Island
$116K
FCA
303
FinTrust Capital Advisors
South Carolina
$114K -$17.7K -93 -13%
FIA
304
FNY Investment Advisers
New York
$114K +$114K +600 New
Franklin Resources
305
Franklin Resources
California
$105K
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$103K
CAL
307
Capital Advisors Ltd
Ohio
$82K
RIL
308
Rothschild Investment LLC
Illinois
$76.3K
CFGS
309
Concourse Financial Group Securities
Alabama
$75.6K -$8.06K -42 -10%
YDMI
310
Y.D. More Investments
Israel
$74K +$19.1K +100 +35%
PA
311
Parallel Advisors
California
$73.8K -$48.4K -254 -40%
SL
312
Salomon & Ludwin
Virginia
$72.5K
MA
313
MCF Advisors
Kentucky
$71.5K
POIA
314
Pin Oak Investment Advisors
Texas
$66K
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$65.9K
GWM
316
Geneos Wealth Management
Colorado
$64.5K +$26.5K +139 +70%
NB
317
NBT Bank
New York
$57.2K +$57.2K +300 New
JFG
318
JDM Financial Group
Texas
$55.3K
VCM
319
Versant Capital Management
Arizona
$50.9K
BFPW
320
BOK Financial Private Wealth
Colorado
$45.6K -$4.6K -24 -9%
S
321
SignatureFD
Georgia
$43.5K +$191 +1 +0.4%
NS
322
NBC Securities
Alabama
$42K +$188 +1 +0.4%
ATS
323
Ashton Thomas Securities
New York
$41.8K +$41.8K +219 New
OWP
324
ORG Wealth Partners
Texas
$30.1K +$30.1K +158 New
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$27.3K