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Vanguard S&P 500 Value ETF
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Overview Fund Activity

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
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
376
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48K – – –
LFG
377
Larson Financial Group
Missouri
$923 +$923 +5 New
GWS
378
Glassman Wealth Services
Virginia
$554 – – –
HI
379
Hoey Investments
Pennsylvania
$370 +$370 +2 New
CSPIA
380
Cary Street Partners Investment Advisory
Virginia
– -$7.68M -40,269 Closed
Prudential Financial
381
Prudential Financial
New Jersey
– -$7.58M -39,740 Closed
PCS
382
Personal CFO Solutions
New Jersey
– -$3.66M -19,201 Closed
Susquehanna International Group
383
Susquehanna International Group
Pennsylvania
– -$1.52M -7,987 Closed
STA
384
Summit Trail Advisors
New York
– -$1.33M -6,926 Closed
BRWA
385
B. Riley Wealth Advisors
Florida
– -$1.1M -5,790 Closed
HF
386
HRT Financial
New York
– -$380K -1,994 Closed
SA
387
Sanctuary Advisors
Indiana
– -$325K -1,649 Closed
BFG
388
Berger Financial Group
Minnesota
– -$203K -1,064 Closed
HPIA
389
Hamilton Point Investment Advisors
North Carolina
– -$159K -830 Closed
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
– -$140K -736 Closed
FIA
391
FNY Investment Advisers
New York
– -$114K -600 Closed
NS
392
NBC Securities
Alabama
– -$42K -224 Closed
ATS
393
Ashton Thomas Securities
New York
– -$41.8K -219 Closed
TCOV
394
Trust Company of Vermont
Vermont
– -$15.3K -80 Closed
MWM
395
Mascoma Wealth Management
New Hampshire
– -$2.48K -13 Closed
GT
396
Glenmede Trust
Pennsylvania
– -$2.1K -11 Closed
12 13 14 15
16