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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$3.63M -$226K -1,223 -6%
Lazard Asset Management
77
Lazard Asset Management
New York
$3.63M -$186K -1,006 -5%
AF
78
Allworth Financial
California
$3.59M +$3.06M +16,231 +581%
NSIM
79
North Star Investment Management
Illinois
$3.56M -$111K -604 -3%
SAM
80
Strive Asset Management
Ohio
$3.53M +$3.53M +19,156 New
VA
81
Valmark Advisers
Ohio
$3.43M +$71.4K +387 +2%
SG
82
StoneX Group
New York
$3.37M +$3.37M +18,278 New
AT
83
Arlington Trust
Alabama
$3.31M -$268K -1,452 -7%
Comerica Bank
84
Comerica Bank
Texas
$3.26M +$316K +1,715 +11%
GS
85
GTS Securities
New York
$3.21M +$331K +1,795 +12%
GVAG
86
Great Valley Advisor Group
Delaware
$3.14M +$2.49M +13,492 +385%
BWG
87
Balanced Wealth Group
Ohio
$3M +$3.8K +20 +0.1%
RWP
88
RWA Wealth Partners
Massachusetts
$2.99M -$97.1K -526 -3%
CIA
89
Concurrent Investment Advisors
Florida
$2.97M +$673K +3,650 +29%
FHA
90
Flagship Harbor Advisors
Massachusetts
$2.92M -$27.5K -149 -0.9%
FB
91
First Bancorp
Maine
$2.85M +$194K +1,050 +7%
CWM
92
Centricity Wealth Management
Ohio
$2.81M +$2.81M +15,252 New
AWS
93
Atria Wealth Solutions
New York
$2.76M -$50.2K -272 -2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.75M +$2.32M +12,568 +532%
SAM
95
SignalPoint Asset Management
Missouri
$2.68M -$377K -2,045 -12%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$2.62M +$138K +747 +6%
EP
97
Essential Planning
New Hampshire
$2.51M +$2.51M +13,081 New
BCM
98
Brookstone Capital Management
Illinois
$2.41M -$204K -1,107 -8%
EFS
99
Essex Financial Services
Connecticut
$2.31M -$10.9K -59 -0.5%
HI
100
Harbour Investments
Wisconsin
$2.27M +$1.66K +9 +0.1%
2 3
4
5 6