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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
Ameriprise
Minnesota
$48.1M
3
UBS Group
UBS Group
Switzerland
$82.7M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$11M +$416K +2,838 +4%
CPFP
27
Clear Perspectives Financial Planning
Ohio
$9.39M +$8.73M +59,476 +1,321%
LA
28
Lane & Associates
New Jersey
$8.86M -$617K -4,208 -7%
PAG
29
Private Advisor Group
New Jersey
$8.67M +$316K +2,153 +4%
RZH
30
Relyea Zuckerberg Hanson
Connecticut
$8.04M +$42.8K +292 +0.5%
MMA
31
Miracle Mile Advisors
California
$7.89M +$186K +1,267 +2%
CWM
32
Connecticut Wealth Management
Connecticut
$7.39M -$56.6K -386 -0.8%
RJA
33
Raymond James & Associates
Florida
$7.28M -$296K -2,020 -4%
FBT
34
First Bank & Trust
South Dakota
$7.27M – – –
Goldman Sachs
35
Goldman Sachs
New York
$6.68M -$428K -2,919 -6%
HC
36
Hamilton Capital
Ohio
$6.34M -$434K -2,959 -6%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$6.32M -$197K -1,341 -3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$6.32M -$83.8K -571 -1%
Stifel Financial
39
Stifel Financial
Missouri
$6M +$43.9K +299 +0.7%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$5.9M +$944K +6,437 +19%
AAS
41
Avantax Advisory Services
Texas
$5.85M +$427K +2,908 +8%
WA
42
WBH Advisory
Maryland
$5.83M +$5.83M +39,717 New
PFO
43
Pathstone Family Office
New Jersey
$5.53M -$5.58M -38,045 -50%
B
44
Bridgeworth
Alabama
$5.13M +$63.5K +433 +1%
AWS
45
Atria Wealth Solutions
New York
$5.09M +$1.2M +8,149 +31%
Betterment LLC
46
Betterment LLC
New York
$4.98M +$938K +6,395 +23%
SWA
47
Strategies Wealth Advisors
Michigan
$4.66M -$125K -855 -3%
Mariner
48
Mariner
Kansas
$4.41M +$466K +3,174 +12%
TFF
49
The Family Firm
Maryland
$4.24M -$51.5K -351 -1%
KeyBank National Association
50
KeyBank National Association
Ohio
$4.05M +$113K +769 +3%
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