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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
51
Cary Street Partners Investment Advisory
Virginia
$6.6M +$612K +3,480 +10%
LA
52
Lane & Associates
New Jersey
$6.51M -$1.79M -10,186 -22%
Betterment LLC
53
Betterment LLC
New York
$6.51M -$64.5K -367 -1%
RWA
54
Redhawk Wealth Advisors
Minnesota
$6.42M +$6.42M +36,531 New
MA
55
Mutual Advisors
Nebraska
$5.83M +$780K +4,264 +15%
VCM
56
Virtue Capital Management
Tennessee
$5.82M -$66.9K -369 -1%
AFA
57
AA Financial Advisors
Ohio
$5.66M -$32K -182 -0.6%
SWA
58
Strategies Wealth Advisors
Michigan
$5.57M – – –
FC
59
Fairscale Capital
New Hampshire
$5.26M +$5.26M +28,742 New
GC
60
Garde Capital
Washington
$4.92M – – –
OCM
61
One Capital Management
California
$4.73M +$477K +2,715 +11%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$4.63M +$286K +1,626 +7%
TFF
63
The Family Firm
Maryland
$4.51M -$31.1K -177 -0.7%
Truist Financial
64
Truist Financial
North Carolina
$4.44M +$176K +1,000 +4%
KeyBank National Association
65
KeyBank National Association
Ohio
$4.19M -$82.1K -467 -2%
CG
66
Caprock Group
Idaho
$3.99M +$737K +4,167 +23%
SFM
67
Signet Financial Management
New Jersey
$3.91M -$78.2K -445 -2%
Cerity Partners
68
Cerity Partners
New York
$3.9M +$1.05M +5,973 +37%
Lazard Asset Management
69
Lazard Asset Management
New York
$3.88M -$2.64K -15 -0.1%
BCM
70
Brookstone Capital Management
Illinois
$3.74M -$333K -1,812 -8%
NSIM
71
North Star Investment Management
Illinois
$3.66M -$47.3K -269 -1%
William Blair & Company
72
William Blair & Company
Illinois
$3.63M -$98.1K -558 -3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.6M +$125K +711 +4%
SCM
74
SCS Capital Management
Massachusetts
$3.59M – – –
SWA
75
Stratos Wealth Advisors
Ohio
$3.58M +$53.1K +302 +2%
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3
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