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Vanguard S&P 500 Value ETF

191 hedge funds and large institutions have $924M invested in Vanguard S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
20
Increased
51
Reduced
49
Closed
17
Calls
$26K
Puts
$326K
Net Calls
-$300K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
76
World Investment Advisors
California
$768K -$145K -1,023 -16%
PCG
77
Private Capital Group
Connecticut
$755K -$18.8K -133 -2%
IWA
78
IBEX Wealth Advisors
New Jersey
$724K +$724K +5,147 New
DADC
79
D.A. Davidson & Co
Montana
$693K
1WM
80
1900 Wealth Management
Texas
$653K +$653K +4,646 New
CCP
81
Cardan Capital Partners
Colorado
$647K
TFA
82
Tobias Financial Advisors
Florida
$619K
SWA
83
Stratos Wealth Advisors
Ohio
$597K -$262K -1,861 -30%
NAS
84
Nicolet Advisory Services
Wisconsin
$592K
KeyBank National Association
85
KeyBank National Association
Ohio
$574K -$478K -3,399 -45%
ECG
86
Edge Capital Group
Georgia
$561K +$561K +3,986 New
RRC
87
Relaxing Retirement Coach
Massachusetts
$522K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$507K +$507K +3,608 New
AIC
89
Ameritas Investment Company
Nebraska
$504K +$4.92K +35 +1%
SC
90
Sierra Capital
Florida
$488K +$307K +2,088 +170%
MFGM
91
Marshall Financial Group (Maryland)
Maryland
$483K
BSW
92
Buckingham Strategic Wealth
Missouri
$481K -$136K -964 -22%
DC
93
Derby & Company
Massachusetts
$477K
PPA
94
Parametric Portfolio Associates
Washington
$476K -$7.73K -55 -2%
Renaissance Technologies
95
Renaissance Technologies
New York
$464K +$464K +3,300 New
EFS
96
Essex Financial Services
Connecticut
$452K +$75.9K +539 +20%
WT
97
Washington Trust
Rhode Island
$451K
MP
98
McDonald Partners
Ohio
$448K
CS
99
Credit Suisse
Switzerland
$436K
NFG
100
Next Financial Group
Texas
$436K +$260K +1,845 +147%