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Vanguard S&P 500 Value ETF
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Overview Fund Activity

180 hedge funds and large institutions have $914M invested in Vanguard S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
37
Increased
65
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$29.8M
2
UBS Group
2
UBS Group
Switzerland
$54.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$69.2M
4
WFA
4
Websterrogers Financial Advisors
South Carolina
$12.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$7.85M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$243M
3
HF
3
HRT Financial
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$5.67M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
76
Cardan Capital Partners
Colorado
$628K +$683 +5 +0.1%
NAS
77
Nicolet Advisory Services
Wisconsin
$592K -$36.5K -267 -6%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$590K +$590K +4,319 New
BC
79
Bartlett & Co
Ohio
$590K +$590K +4,319 New
LFAS
80
Level Four Advisory Services
Texas
$562K +$153K +1,117 +37%
Brown Advisory
81
Brown Advisory
Maryland
$520K +$520K +3,805 New
RRC
82
Relaxing Retirement Coach
Massachusetts
$506K – – –
PPA
83
Parametric Portfolio Associates
Washington
$470K +$470K +3,442 New
CS
84
Credit Suisse
Switzerland
$465K – – –
DC
85
Derby & Company
Massachusetts
$464K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$451K – – –
MFGM
87
Marshall Financial Group (Maryland)
Maryland
$439K – – –
MP
88
McDonald Partners
Ohio
$435K – – –
CS
89
Comerica Securities
Michigan
$421K -$104K -759 -20%
APW
90
Aurora Private Wealth
New Jersey
$394K -$6.16K -45 -2%
Creative Planning
91
Creative Planning
Kansas
$383K +$2.19K +16 +0.6%
ACA
92
Affinity Capital Advisors
California
$373K – – –
CAN
93
Cetera Advisor Networks
California
$367K +$9.15K +67 +3%
EFS
94
Essex Financial Services
Connecticut
$365K +$112K +823 +45%
MFG
95
Magnus Financial Group
New York
$359K +$5.33K +39 +2%
EWA
96
Encompass Wealth Advisors
Oregon
$343K – – –
ASN
97
Advisory Services Network
Georgia
$336K +$154K +1,130 +85%
CCB
98
Cutter & Co Brokerage
Missouri
$311K -$9.45K -69 -3%
BIA
99
BHK Investment Advisors
Alabama
$309K – – –
RC
100
RegentAtlantic Capital
New Jersey
$305K +$83.2K +608 +38%
2 3
4
5 6