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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$6.75M -$266K -1,472 -4%
Prudential Financial
52
Prudential Financial
New Jersey
$6.38M +$700K +3,881 +12%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$6.15M +$1.09M +6,055 +22%
AFA
54
AA Financial Advisors
Ohio
$5.85M -$127K -702 -2%
SWA
55
Strategies Wealth Advisors
Michigan
$5.72M -$361 -2 -0%
VCM
56
Virtue Capital Management
Tennessee
$5.65M -$140K -807 -2%
GC
57
Garde Capital
Washington
$5.06M -$224K -1,244 -4%
MA
58
Mutual Advisors
Nebraska
$4.98M -$1.83M -10,142 -27%
TFF
59
The Family Firm
Maryland
$4.66M -$252K -1,395 -5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$4.46M +$612K +3,392 +16%
KeyBank National Association
61
KeyBank National Association
Ohio
$4.39M -$114K -632 -3%
Truist Financial
62
Truist Financial
North Carolina
$4.38M +$508K +2,813 +13%
OCM
63
One Capital Management
California
$4.36M +$65.3K +362 +2%
SFM
64
Signet Financial Management
New Jersey
$4.09M -$168K -932 -4%
BCM
65
Brookstone Capital Management
Illinois
$4M +$380K +2,108 +11%
Lazard Asset Management
66
Lazard Asset Management
New York
$3.98M -$83.5K -463 -2%
William Blair & Company
67
William Blair & Company
Illinois
$3.83M +$14.1K +78 +0.4%
NSIM
68
North Star Investment Management
Illinois
$3.81M -$79.4K -440 -2%
AT
69
Arlington Trust
Alabama
$3.7M -$93.1K -516 -2%
SCM
70
SCS Capital Management
Massachusetts
$3.68M – – –
SWA
71
Stratos Wealth Advisors
Ohio
$3.62M +$372K +2,062 +11%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$3.56M -$37.5K -208 -1%
AWS
73
Atria Wealth Solutions
New York
$3.54M +$3.25K +18 +0.1%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$3.51M +$175K +972 +5%
VA
75
Valmark Advisers
Ohio
$3.34M -$106K -589 -3%
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