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Vanguard S&P 500 Value ETF

125 hedge funds and large institutions have $609M invested in Vanguard S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
12
Increased
49
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
51
World Investment Advisors
California
$764K -$2.61K -24 -0.3%
Truist Financial
52
Truist Financial
North Carolina
$749K -$24.7K -227 -3%
US Bancorp
53
US Bancorp
Minnesota
$710K
BFA
54
Bragg Financial Advisors
North Carolina
$687K +$9.81K +90 +1%
SWA
55
Stratos Wealth Advisors
Ohio
$659K +$178K +1,634 +37%
PCG
56
Private Capital Group
Connecticut
$635K +$10.8K +99 +2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$618K +$53.6K +492 +10%
BSW
58
Buckingham Strategic Wealth
Missouri
$583K -$10.9K -100 -2%
FHA
59
Flagship Harbor Advisors
Massachusetts
$583K +$190K +1,748 +48%
NFG
60
Next Financial Group
Texas
$582K +$87.5K +803 +18%
SI
61
Stephens Inc
Arkansas
$578K +$3.7K +34 +0.6%
DADC
62
D.A. Davidson & Co
Montana
$536K
NAS
63
Nicolet Advisory Services
Wisconsin
$523K
TFA
64
Tobias Financial Advisors
Florida
$506K
CCP
65
Cardan Capital Partners
Colorado
$500K
MML Investors Services
66
MML Investors Services
Massachusetts
$478K -$150K -1,381 -24%
AIC
67
Ameritas Investment Company
Nebraska
$396K
AWM
68
AE Wealth Management
Kansas
$376K +$29.4K +270 +8%
GC
69
Garde Capital
Washington
$371K
DC
70
Derby & Company
Massachusetts
$370K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$358K +$29.1K +265 +9%
KeyBank National Association
72
KeyBank National Association
Ohio
$355K -$44.1K -405 -11%
APW
73
Aurora Private Wealth
New Jersey
$349K
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$321K +$16.6K +152 +5%
GIA
75
Gladstone Institutional Advisory
Florida
$307K -$7.96K -73 -3%