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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIS
51
Grayhawk Investment Strategies
Alberta, Canada
$6.5M – – –
AFA
52
AA Financial Advisors
Ohio
$6.19M +$118K +642 +2%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.12M +$1.3M +7,019 +27%
LA
54
Lane & Associates
New Jersey
$5.99M -$408K -2,150 -6%
SWA
55
Strategies Wealth Advisors
Michigan
$5.99M +$6.04K +32 +0.1%
VCM
56
Virtue Capital Management
Tennessee
$5.97M +$24.2K +131 +0.4%
MA
57
Mutual Advisors
Nebraska
$5.77M +$514K +2,756 +10%
WA
58
WBH Advisory
Maryland
$5.62M -$468K -2,538 -8%
FC
59
Fairscale Capital
New Hampshire
$5.26M – – –
GC
60
Garde Capital
Washington
$5.17M – – –
MMA
61
Miracle Mile Advisors
California
$5.01M -$4.21M -22,804 -46%
Truist Financial
62
Truist Financial
North Carolina
$4.81M -$7.38K -40 -0.2%
AAS
63
Ameritas Advisory Services
Nebraska
$4.6M +$1.76M +9,536 +62%
TFF
64
The Family Firm
Maryland
$4.56M -$175K -947 -4%
GG
65
Greenwood Gearhart
Arkansas
$4.51M +$4.51M +24,446 New
Cerity Partners
66
Cerity Partners
New York
$4.46M +$105K +568 +2%
AC
67
Avant Capital
Louisiana
$4.38M +$4.38M +23,744 New
CG
68
Caprock Group
Idaho
$4.23M +$38.2K +207 +0.9%
SWA
69
Stratos Wealth Advisors
Ohio
$4.17M +$103K +560 +3%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.04M -$81.6K -442 -2%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$4.01M +$78.4K +425 +2%
KeyBank National Association
72
KeyBank National Association
Ohio
$3.98M -$418K -2,267 -10%
P
73
&Partners
Tennessee
$3.86M +$1.23M +6,653 +47%
SFM
74
Signet Financial Management
New Jersey
$3.82M -$738 -4 -0%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$3.81M -$6.31M -33,948 -62%
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