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Vanguard S&P 500 Value ETF

244 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
244
Holders Change
+25
Holders Change %
+11.42%
% of All Funds
3.86%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
45
Increased
101
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
101
World Investment Advisors
California
$793K -$52.5K -348 -6%
V
102
Veritable
Delaware
$767K +$767K +5,090 New
Creative Planning
103
Creative Planning
Kansas
$756K -$11.6K -77 -2%
CAWM
104
Capital Advisors Wealth Management
Washington
$753K +$2.87K +19 +0.4%
DADC
105
D.A. Davidson & Co
Montana
$742K
MP
106
McDonald Partners
Ohio
$719K +$719K +4,769 New
BA
107
Bluesphere Advisors
Pennsylvania
$715K +$367K +2,434 +105%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$670K +$649K +4,305 +3,075%
TFA
109
Tobias Financial Advisors
Florida
$663K +$663K +4,398 New
SVCP
110
Silicon Valley Capital Partners
California
$655K +$655K +4,347 New
SWA
111
Stratos Wealth Advisors
Ohio
$640K -$5.27K -35 -0.8%
EFS
112
Essex Financial Services
Connecticut
$601K +$37.5K +249 +7%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$601K +$388K +2,576 +182%
NAS
114
Nicolet Advisory Services
Wisconsin
$591K -$42.2K -278 -7%
AAS
115
Ameritas Advisory Services
Nebraska
$583K +$28K +186 +5%
SDAM
116
Shulman DeMeo Asset Management
New York
$569K +$2.11K +14 +0.4%
RRC
117
Relaxing Retirement Coach
Massachusetts
$561K
PCG
118
Private Capital Group
Connecticut
$532K -$246K -1,631 -32%
SI
119
Stephens Inc
Arkansas
$532K -$224K -1,488 -30%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$525K +$76.4K +500 +17%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$523K +$142K +944 +37%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$522K +$1.21K +8 +0.2%
WB
123
West Bancorporation
Iowa
$520K +$520K +3,450 New
CG
124
Colony Group
Massachusetts
$512K +$512K +3,395 New
BSW
125
Buckingham Strategic Wealth
Missouri
$508K