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Vanguard S&P 500 Value ETF
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Overview Fund Activity

100 hedge funds and large institutions have $478M invested in Vanguard S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
22
Increased
37
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$23.2M
2
AWM
Altium Wealth Management
New York
+$14M
3
Morgan Stanley
Morgan Stanley
New York
+$12.6M
4
UBS Group
UBS Group
Switzerland
+$8.03M
5
ACM
Argent Capital Management
Missouri
+$2.67M

Top Sellers

1
CCP
Corient Capital Partners
California
-$4.64M
2
CWM
Cornerstone Wealth Management
Missouri
-$4.62M
3
Jane Street
Jane Street
New York
-$2.81M
4
LFS
Lutz Financial Services
Nebraska
-$1.79M
5
PPA
Parametric Portfolio Associates
Washington
-$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Suntrust Banks
Georgia
$380K +$380K +3,958 New
IIC
52
Integrated Investment Consultants
Michigan
$366K +$366K +3,748 New
CW
53
CreativeOne Wealth
Kansas
$358K +$23.9K +245 +7%
DC
54
Derby & Company
Massachusetts
$331K +$331K +3,395 New
FAAS
55
First Allied Advisory Services
California
$324K +$324K +3,344 New
SI
56
Stephens Inc
Arkansas
$321K -$18.3K -188 -5%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$309K – – –
Betterment LLC
58
Betterment LLC
New York
$302K +$302K +3,096 New
BSW
59
Buckingham Strategic Wealth
Missouri
$292K -$138K -1,421 -32%
SS
60
Simplicity Solutions
Minnesota
$274K +$274K +2,807 New
KWM
61
Kingsview Wealth Management
Oregon
$270K -$9.07K -93 -3%
AG
62
Advisor Group
Arizona
$248K -$31.8K -325 -11%
BIA
63
BHK Investment Advisors
Alabama
$244K – – –
BFA
64
Bragg Financial Advisors
North Carolina
$232K – – –
NFG
65
Next Financial Group
Texas
$223K +$223K +2,285 New
WA
66
Wambolt & Associates
Colorado
$222K +$222K +2,276 New
CAM
67
Concorde Asset Management
Michigan
$220K +$220K +2,254 New
Prudential Financial
68
Prudential Financial
New Jersey
$218K +$218K +2,231 New
PL
69
Plancorp LLC
Missouri
$212K – – –
CAN
70
Cetera Advisor Networks
California
$206K -$175K -1,805 -46%
ACI
71
Alpha Cubed Investments
California
$204K – – –
CFD
72
Creative Financial Designs
Indiana
$175K +$2.34K +24 +1%
FHA
73
Flagship Harbor Advisors
Massachusetts
$168K +$82.5K +850 +97%
AP
74
Arlington Partners
Alabama
$130K +$14.7K +150 +13%
William Blair & Company
75
William Blair & Company
Illinois
$105K +$105K +1,075 New
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3
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