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Vanguard S&P 500 Value ETF

125 hedge funds and large institutions have $609M invested in Vanguard S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
12
Increased
49
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
76
Affinity Capital Advisors
California
$304K +$19.9K +183 +7%
Creative Planning
77
Creative Planning
Kansas
$291K +$291K +2,675 New
MFG
78
Magnus Financial Group
New York
$280K +$1.64K +15 +0.6%
NSIM
79
North Star Investment Management
Illinois
$278K +$162K +1,490 +140%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$276K -$70.6K -648 -20%
BIA
81
BHK Investment Advisors
Alabama
$272K
CCB
82
Cutter & Co Brokerage
Missouri
$266K -$10.7K -98 -4%
SS
83
Simplicity Solutions
Minnesota
$250K +$29.4K +270 +13%
WA
84
Wambolt & Associates
Colorado
$244K -$10.9K -100 -4%
CS
85
Comerica Securities
Michigan
$241K +$27.3K +251 +13%
OIA
86
OneDigital Investment Advisors
Kansas
$227K -$11.4K -105 -5%
CAM
87
Cozad Asset Management
Illinois
$227K +$3.05K +28 +1%
QCM
88
Quest Capital Management
Texas
$220K
CCM
89
Cribstone Capital Management
Maine
$218K +$3.6K +33 +2%
LFAS
90
Level Four Advisory Services
Texas
$218K +$218K +2,003 New
ACI
91
Alpha Cubed Investments
California
$216K
BWM
92
BCS Wealth Management
Tennessee
$215K
AIC
93
Archer Investment Corporation
Indiana
$199K
CF
94
Centaurus Financial
California
$164K +$50K +460 +44%
HNB
95
Huntington National Bank
Ohio
$161K -$308K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$119K +$109 +1 +0.1%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$115K -$191K -1,748 -62%
PB
98
Pinnacle Bancorp
Nebraska
$114K
Citigroup
99
Citigroup
New York
$112K +$109 +1 +0.1%
BW
100
Bison Wealth
Georgia
$96K