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Vanguard S&P 500 Value ETF

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
326
Brown, Lisle/Cummings
Rhode Island
$113K
MDA
327
Minot DeBlois Advisors
Massachusetts
$102K +$102K +555 New
GRP
328
Global Retirement Partners
California
$102K -$70.5K -382 -41%
Franklin Resources
329
Franklin Resources
California
$100K
CAL
330
Capital Advisors Ltd
Ohio
$79K
CFP
331
Comprehensive Financial Planning
Pennsylvania
$74.5K +$74.5K +404 New
RIL
332
Rothschild Investment LLC
Illinois
$73.8K
CSB
333
City State Bank
Iowa
$73.8K +$55.4K +300 +300%
CFGS
334
Concourse Financial Group Securities
Alabama
$73.6K -$755 -4 -1%
PA
335
Parallel Advisors
California
$71.8K +$369 +2 +0.5%
YDMI
336
Y.D. More Investments
Israel
$71.6K
SL
337
Salomon & Ludwin
Virginia
$70.1K
MA
338
MCF Advisors
Kentucky
$68.8K
POIA
339
Pin Oak Investment Advisors
Texas
$67K
AG
340
AmeriFlex Group
Nevada
$64.7K +$64.7K +341 New
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$62.9K
GWM
342
Geneos Wealth Management
Colorado
$62.3K
NB
343
NBT Bank
New York
$55.4K
VWM
344
Vermillion Wealth Management
Minnesota
$55.3K +$55.3K +300 New
JFG
345
JDM Financial Group
Texas
$53.5K
VCM
346
Versant Capital Management
Arizona
$43K -$6.27K -34 -13%
S
347
SignatureFD
Georgia
$42.4K +$369 +2 +0.9%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$28.3K +$1.85K +10 +7%
AP
349
Aspect Partners
Virginia
$25.1K +$25.1K +136 New
AAP
350
Arax Advisory Partners
Colorado
$21.6K +$369 +2 +2%