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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$21.9M -$7.52M -40,779 -26%
ZF
27
Zhang Financial
Michigan
$20.4M +$1.41M +7,653 +7%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$20.1M +$1.87M +10,148 +10%
PFM
29
Phillips Financial Management
Indiana
$20.1M -$1.08M -5,876 -5%
MOS
30
MGO One Seven
Ohio
$17.7M +$1.95M +10,556 +12%
MFG
31
Merit Financial Group
Georgia
$16.7M -$223K -1,208 -1%
CCAM
32
Cascades Capital Asset Management
North Carolina
$16.1M +$38.4K +208 +0.2%
MFIM
33
Mesirow Financial Investment Management
Illinois
$14.3M +$252K +1,365 +2%
LFS
34
Lutz Financial Services
Nebraska
$14.1M -$251K -1,361 -2%
MG
35
Mather Group
Illinois
$13.2M -$668K -3,623 -5%
BTI
36
Blue Trust Inc
Georgia
$12.4M +$8.09M +43,853 +190%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$769K +4,170 +7%
TFG
38
Tull Financial Group
Virginia
$11.6M +$11.6M +63,095 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$11.3M +$5.14M +27,843 +83%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$10.7M +$1.34M +7,261 +14%
RZH
41
Relyea Zuckerberg Hanson
Connecticut
$10.5M -$182K -989 -2%
FBT
42
First Bank & Trust
South Dakota
$8.44M – – –
Betterment LLC
43
Betterment LLC
New York
$8.14M +$1.34M +7,243 +20%
Mariner
44
Mariner
Kansas
$7.71M +$424K +2,297 +6%
CSP
45
Cary Street Partners
Virginia
$7.54M +$7.54M +40,856 New
SC
46
Savant Capital
Illinois
$7.39M +$9.41K +51 +0.1%
MML Investors Services
47
MML Investors Services
Massachusetts
$7.29M -$669K -3,625 -8%
Stifel Financial
48
Stifel Financial
Missouri
$7.27M -$614K -3,325 -8%
RWA
49
Redhawk Wealth Advisors
Minnesota
$7.1M +$280K +1,515 +4%
AGP
50
Aspire Growth Partners
Florida
$6.72M +$6.72M +36,398 New
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