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Vanguard S&P 500 Value ETF

111 hedge funds and large institutions have $551M invested in Vanguard S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
15
Increased
33
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SF
76
Synovus Financial
Georgia
$208K 1,859
CFD
77
Creative Financial Designs
Indiana
$206K 1,818 +10 +0.6%
UR
78
USCA RIA
Texas
$205K 1,823 +1,823 New
MWP
79
MYCIO Wealth Partners
Pennsylvania
$173K 1,537 +1,537 New
RIA
80
Realta Investment Advisors
Delaware
$129K 1,146 +1,146 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$121K 1,079 +169 +19%
William Blair & Company
82
William Blair & Company
Illinois
$119K 1,062 -30 -3%
PB
83
Pinnacle Bancorp
Nebraska
$117K 1,045
GRP
84
Global Retirement Partners
California
$116K 1,035
Fidelity Investments
85
Fidelity Investments
Massachusetts
$112K 996 -5 -0.5%
Citigroup
86
Citigroup
New York
$110K 975 +75 +8%
PFO
87
Pathstone Family Office
New Jersey
$107K 950
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$106K 938
MA
89
MUFG Americas
New York
$105K 938 +938 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$94K 833 +833 New
ADL
91
Asset Dedication LLC
California
$76K 676
HWA
92
Heritage Wealth Advisors
Virginia
$70.4K 626 +626 New
ASN
93
Advisory Services Network
Georgia
$68K 607 +442 +268%
AP
94
Arlington Partners
Alabama
$58K 520 -361 -41%
ESB
95
Essex Savings Bank
Connecticut
$56K 500
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$55K 492
CAC
97
Certified Advisory Corp
Florida
$45K 400
CCM
98
Cribstone Capital Management
Maine
$42K 376 +15 +4%
TFGT
99
TS Financial Group (TSFG)
Illinois
$35K 308
THWM
100
Taylor Hoffman Wealth Management
Virginia
$33K 298 +249 +508%