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Vanguard S&P 500 Value ETF

180 hedge funds and large institutions have $914M invested in Vanguard S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
37
Increased
65
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.78M +$1.78M +13,046 New
PK
52
Pflug Koory
Nebraska
$1.57M
Truist Financial
53
Truist Financial
North Carolina
$1.56M +$419K +3,069 +37%
VA
54
Valmark Advisers
Ohio
$1.54M -$4.92K -36 -0.3%
SWA
55
Stratos Wealth Advisors
Ohio
$1.39M +$83.4K +610 +6%
RSWM
56
Robertson Stephens Wealth Management
California
$1.35M
NSIM
57
North Star Investment Management
Illinois
$1.21M +$303K +2,218 +33%
RA
58
Rodgers & Associates
Pennsylvania
$1.13M
KeyBank National Association
59
KeyBank National Association
Ohio
$1.07M +$584K +4,276 +121%
AAS
60
Avantax Advisory Services
Texas
$1.07M +$1.07M +7,801 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.07M +$186K +1,358 +21%
FHA
62
Flagship Harbor Advisors
Massachusetts
$1.05M +$5.33K +39 +0.5%
WIA
63
World Investment Advisors
California
$946K -$6.01K -42 -0.6%
BFA
64
Bragg Financial Advisors
North Carolina
$872K +$10.3K +75 +1%
US Bancorp
65
US Bancorp
Minnesota
$848K -$43.7K -320 -5%
GLLW
66
Graves Light Lenhart Wealth
Virginia
$803K +$99K +725 +14%
FB
67
First Bancorp
Maine
$798K +$798K +5,835 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$775K
SI
69
Stephens Inc
Arkansas
$771K +$41K +300 +6%
PCG
70
Private Capital Group
Connecticut
$755K -$20.9K -153 -3%
BSW
71
Buckingham Strategic Wealth
Missouri
$731K -$13.7K -100 -2%
DADC
72
D.A. Davidson & Co
Montana
$673K
MML Investors Services
73
MML Investors Services
Massachusetts
$671K +$43.1K +315 +7%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$661K +$661K +4,835 New
TFA
75
Tobias Financial Advisors
Florida
$636K