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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Provident Wealth Management
Tennessee
$20.4M -$71.6K -426 -0.3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$18.1M +$791K +4,707 +5%
MFG
28
Merit Financial Group
Georgia
$16.1M -$60.6K -361 -0.4%
LFS
29
Lutz Financial Services
Nebraska
$14.8M -$265K -1,577 -2%
MFIM
30
Mesirow Financial Investment Management
Illinois
$11.4M +$11.4M +67,870 New
RJA
31
Raymond James & Associates
Florida
$11M +$1.5M +8,957 +16%
PAG
32
Private Advisor Group
New Jersey
$10.9M +$6.55K +39 +0.1%
Stifel Financial
33
Stifel Financial
Missouri
$10.6M +$1.8M +10,702 +20%
AAS
34
Avantax Advisory Services
Texas
$9.83M +$2.95M +17,574 +43%
RZH
35
Relyea Zuckerberg Hanson
Connecticut
$9.69M -$580K -3,455 -6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$9.61M +$1.85M +11,008 +24%
MMA
37
Miracle Mile Advisors
California
$8.53M -$336K -2,001 -4%
CWM
38
Connecticut Wealth Management
Connecticut
$8M -$78.4K -467 -1%
WA
39
WBH Advisory
Maryland
$7.85M +$787K +4,687 +11%
LA
40
Lane & Associates
New Jersey
$7.79M -$537K -3,197 -6%
FBT
41
First Bank & Trust
South Dakota
$7.69M – – –
Mariner
42
Mariner
Kansas
$7.63M +$377K +2,247 +5%
GLLW
43
Graves Light Lenhart Wealth
Virginia
$6.92M +$323K +1,922 +5%
MOS
44
MGO One Seven
Ohio
$6.84M +$6.44M +38,351 +1,601%
Betterment LLC
45
Betterment LLC
New York
$6.53M +$310K +1,845 +5%
MA
46
Mutual Advisors
Nebraska
$6.34M +$5.78M +34,397 +1,023%
B
47
Bridgeworth
Alabama
$6.07M -$74.7K -445 -1%
VCM
48
Virtue Capital Management
Tennessee
$5.58M -$686K -4,087 -11%
AFA
49
AA Financial Advisors
Ohio
$5.56M +$5.56M +33,096 New
SWA
50
Strategies Wealth Advisors
Michigan
$5.32M -$9.91K -59 -0.2%
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