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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
$21.2M
2
Bank of America
Bank of America
North Carolina
$326M
3
AAS
Avantax Advisory Services
Texas
$37.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$6.42M
5
KAS
Kestra Advisory Services
Texas
$7.97M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
$0
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
$0
3
Wells Fargo
Wells Fargo
California
$37.4M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24.4M
5
UBS Group
UBS Group
Switzerland
$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$22.2M +$5.65M +32,133 +34%
MG
27
Mather Group
Illinois
$21.2M +$20.6M +113,906 +3,106%
PFM
28
Phillips Financial Management
Indiana
$20.3M -$1.87M -10,656 -8%
MFG
29
Merit Financial Group
Georgia
$16.3M -$222K -1,261 -1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$15.7M +$1.92M +10,934 +14%
LFS
31
Lutz Financial Services
Nebraska
$13.8M -$639K -3,636 -4%
MOS
32
MGO One Seven
Ohio
$13.5M +$458K +2,607 +4%
ZF
33
Zhang Financial
Michigan
$13.3M +$4.99M +28,389 +60%
MFIM
34
Mesirow Financial Investment Management
Illinois
$13.3M -$697K -3,967 -5%
RJA
35
Raymond James & Associates
Florida
$12.4M -$214K -1,215 -2%
BMMM
36
Boston Mountain Money Management
Arkansas
$11.6M +$213K +1,209 +2%
RZH
37
Relyea Zuckerberg Hanson
Connecticut
$10.1M +$4.75K +27 +0%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$9.97M +$804K +4,576 +9%
Stifel Financial
39
Stifel Financial
Missouri
$9.37M -$1.57M -8,932 -14%
MMA
40
Miracle Mile Advisors
California
$8.8M -$176 -1 -0%
CWM
41
Connecticut Wealth Management
Connecticut
$8.15M -$140K -796 -2%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$8.12M +$455K +2,602 +6%
FBT
43
First Bank & Trust
South Dakota
$8.04M – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$8M -$838K -4,767 -9%
KAS
45
Kestra Advisory Services
Texas
$7.97M +$5.81M +33,066 +269%
MML Investors Services
46
MML Investors Services
Massachusetts
$7.65M +$158K +897 +2%
WA
47
WBH Advisory
Maryland
$7.32M -$285K -1,622 -4%
SC
48
Savant Capital
Illinois
$7.1M +$5.35M +30,426 +305%
Mariner
49
Mariner
Kansas
$6.85M -$81.9K -466 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$6.77M +$557K +3,169 +9%
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