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Vanguard S&P 500 Value ETF
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Overview Fund Activity

82 hedge funds and large institutions have $441M invested in Vanguard S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
14
Increased
26
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$7.15M
2
Bank of America
Bank of America
North Carolina
+$5.94M
3
PPA
Parametric Portfolio Associates
Washington
+$4.35M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.85M
5
CWM
Connecticut Wealth Management
Connecticut
+$1.27M

Top Sellers

1
CCP
Corient Capital Partners
California
-$2.29M
2
LFS
Lutz Financial Services
Nebraska
-$1.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
4
Morgan Stanley
Morgan Stanley
New York
-$1.5M
5
Wells Fargo
Wells Fargo
California
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$290K -$118K -1,117 -29%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$286K -$5.85K -55 -2%
BIA
53
BHK Investment Advisors
Alabama
$266K – – –
BFA
54
Bragg Financial Advisors
North Carolina
$252K – – –
CRC
55
Curi RMB Capital
Illinois
$242K – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$232K +$6.79K +64 +3%
PL
57
Plancorp LLC
Missouri
$230K – – –
ACI
58
Alpha Cubed Investments
California
$222K +$222K +2,093 New
Northern Trust
59
Northern Trust
Illinois
$207K +$207K +1,953 New
CFD
60
Creative Financial Designs
Indiana
$187K +$187K +1,764 New
AP
61
Arlington Partners
Alabama
$113K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$100K +$100K +938 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$93K +$93K +880 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$60K -$9K -85 -13%
IA
65
IFP Advisors
Florida
$51K +$45.1K +421 +765%
KJWM
66
Kiley Juergens Wealth Management
Washington
$38K +$38K +359 New
GRP
67
Global Retirement Partners
California
$35K – – –
CCM
68
Cribstone Capital Management
Maine
$33K +$1.37K +13 +4%
Citigroup
69
Citigroup
New York
$32K +$32K +300 New
WWM
70
Wagner Wealth Management
South Carolina
$27K +$108 +1 +0.4%
CF
71
Centaurus Financial
California
$27K +$27K +250 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$21K +$21K +201 New
YWP
74
YorkBridge Wealth Partners
New York
$19K – – –
ASN
75
Advisory Services Network
Georgia
$18K -$7.86K -72 -30%
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