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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Caprock Group
Idaho
$3.08M +$30.7K +183 +1%
SWA
77
Stratos Wealth Advisors
Ohio
$3.03M +$128K +761 +4%
GA
78
Gateway Advisory
New Jersey
$2.94M +$560K +3,333 +24%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$2.77M -$164K -974 -6%
JIC
80
Johnson Investment Counsel
Ohio
$2.7M -$16.3K -97 -0.6%
CIA
81
Concurrent Investment Advisors
Florida
$2.69M +$2.69M +15,988 New
BWG
82
Balanced Wealth Group
Ohio
$2.58M +$2.58M +15,370 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$2.49M +$65.3K +389 +3%
RIG
84
Ramiah Investment Group
Wisconsin
$2.4M -$7.89M -46,982 -77%
MML Investors Services
85
MML Investors Services
Massachusetts
$2.32M +$749K +4,463 +48%
BTI
86
Blue Trust Inc
Georgia
$2.31M +$249K +1,671 +12%
BA
87
Bluesphere Advisors
Pennsylvania
$2.21M +$306K +1,822 +16%
FB
88
First Bancorp
Maine
$2.2M +$120K +715 +6%
IF
89
Intrua Financial
Texas
$2.14M -$267K -1,590 -11%
Jane Street
90
Jane Street
New York
$2.09M +$2.09M +12,448 New
TWC
91
TD Waterhouse Canada
Ontario, Canada
$2.02M +$554K +2,900 +38%
AW
92
Avion Wealth
Texas
$2M -$204K -1,213 -9%
HI
93
Harbour Investments
Wisconsin
$1.97M -$504 -3 -0%
VP
94
Verum Partners
North Carolina
$1.97M -$1.01M -6,013 -34%
SFPG
95
Stonebridge Financial Planning Group
Florida
$1.96M -$12.4K -74 -0.6%
KAS
96
Kestra Advisory Services
Texas
$1.94M -$374K -2,226 -16%
RA
97
Rational Advisors
New York
$1.94M +$1.94M +11,538 New
CAN
98
Cetera Advisor Networks
California
$1.91M -$712K -4,238 -27%
SC
99
Sierra Capital
Florida
$1.9M +$5.88K +35 +0.3%
HA
100
HFG Advisors
Ohio
$1.9M +$8.23K +49 +0.4%
2 3
4
5 6