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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$22.8M -$1.74M -9,648 -7%
PWM
27
Provident Wealth Management
Tennessee
$21.6M -$319K -1,765 -1%
PAG
28
Private Advisor Group
New Jersey
$17M +$5.28M +29,233 +45%
MFG
29
Merit Financial Group
Georgia
$16.3M -$334K -1,919 -2%
LFS
30
Lutz Financial Services
Nebraska
$14.8M -$1.08M -6,002 -7%
MFIM
31
Mesirow Financial Investment Management
Illinois
$14.3M +$2.1M +11,610 +17%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$14.2M +$10.2M +56,548 +258%
MOS
33
MGO One Seven
Ohio
$13.4M +$6.02M +33,371 +82%
RJA
34
Raymond James & Associates
Florida
$13M +$1.12M +6,216 +9%
BMMM
35
Boston Mountain Money Management
Arkansas
$11.7M +$11.7M +64,820 New
Stifel Financial
36
Stifel Financial
Missouri
$11.2M -$195K -1,083 -2%
RZH
37
Relyea Zuckerberg Hanson
Connecticut
$10.4M -$12.8K -71 -0.1%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$9.41M +$6.44M +35,669 +217%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$9.08M -$1.25M -6,911 -12%
MMA
40
Miracle Mile Advisors
California
$9.03M -$138K -764 -2%
ZF
41
Zhang Financial
Michigan
$8.58M +$4.5M +24,935 +110%
LA
42
Lane & Associates
New Jersey
$8.53M +$152K +844 +2%
CWM
43
Connecticut Wealth Management
Connecticut
$8.51M -$89.7K -497 -1%
FBT
44
First Bank & Trust
South Dakota
$8.26M – – –
GLLW
45
Graves Light Lenhart Wealth
Virginia
$7.91M +$469K +2,597 +6%
GIS
46
Grayhawk Investment Strategies
Alberta, Canada
$7.89M -$20.8M -115,000 -72%
CA
47
Cetera Advisors
Colorado
$7.88M +$4.17M +23,082 +112%
WA
48
WBH Advisory
Maryland
$7.81M -$630K -3,490 -7%
MML Investors Services
49
MML Investors Services
Massachusetts
$7.69M +$5.2M +28,814 +209%
Mariner
50
Mariner
Kansas
$7.12M -$1.08M -5,985 -13%
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