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Vanguard S&P 500 Value ETF

351 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
45
Increased
137
Reduced
88
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$3.94M -$260K -1,365 -6%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$3.92M +$2.65M +13,930 +209%
NSIM
78
North Star Investment Management
Illinois
$3.8M -$177K -926 -4%
AT
79
Arlington Trust
Alabama
$3.69M -$146K -767 -4%
PCS
80
Personal CFO Solutions
New Jersey
$3.66M +$11.6K +61 +0.3%
GA
81
Gateway Advisory
New Jersey
$3.57M +$11.1K +58 +0.3%
VA
82
Valmark Advisers
Ohio
$3.47M +$9.35K +49 +0.3%
RWP
83
RWA Wealth Partners
Massachusetts
$3.19M +$1.07M +5,596 +50%
SAM
84
SignalPoint Asset Management
Missouri
$3.15M -$48.4K -255 -2%
FHA
85
Flagship Harbor Advisors
Massachusetts
$3.05M +$3.05M +15,993 New
Comerica Bank
86
Comerica Bank
Texas
$3.04M +$592K +3,106 +24%
BWG
87
Balanced Wealth Group
Ohio
$3.01M -$8.77K -46 -0.3%
GS
88
GTS Securities
New York
$2.97M +$2.97M +15,601 New
AAS
89
Ameritas Advisory Services
Nebraska
$2.94M +$1.23M +6,450 +72%
AWS
90
Atria Wealth Solutions
New York
$2.92M -$727K -3,794 -20%
EH
91
Equitable Holdings
New York
$2.87M -$50.2K -263 -2%
P
92
&Partners
Tennessee
$2.78M +$2.05M +10,469 +278%
FB
93
First Bancorp
Maine
$2.74M
BCM
94
Brookstone Capital Management
Illinois
$2.7M -$1.18M -6,203 -30%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2.57M +$308K +1,617 +14%
KWAG
96
Kiely Wealth Advisory Group
North Carolina
$2.45M -$75.2K -386 -3%
EFS
97
Essex Financial Services
Connecticut
$2.42M +$156K +811 +7%
CIA
98
Concurrent Investment Advisors
Florida
$2.38M -$453K -2,373 -16%
HI
99
Harbour Investments
Wisconsin
$2.35M -$16K -84 -0.7%
JIC
100
Johnson Investment Counsel
Ohio
$2.29M -$530K -2,778 -19%