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Vanguard S&P 500 Value ETF
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Overview Fund Activity

274 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
53
Increased
110
Reduced
55
Closed
17
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K

Top Buyers

1
CWM
1
CIBC World Markets
New York
$13.3M
2
OIA
2
OneDigital Investment Advisors
Kansas
$28.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.5M
4
Ameriprise
4
Ameriprise
Minnesota
$40M
5
Bank of America
5
Bank of America
North Carolina
$215M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
MFG
2
Merit Financial Group
Georgia
$15.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$21.4M
4
RIG
4
Ramiah Investment Group
Wisconsin
$0
5
PWM
5
Provident Wealth Management
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
101
Wedbush Securities
California
$1.05M +$233K +1,666 +29%
AssetMark Inc
102
AssetMark Inc
California
$1.04M +$1.04M +7,429 New
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$1.03M – – –
UCFA
104
United Capital Financial Advisors
Texas
$1.03M +$1.03M +7,382 New
Corient Private Wealth
105
Corient Private Wealth
Florida
$1M +$1M +7,164 New
BRWA
106
B. Riley Wealth Advisors
Florida
$985K -$332K -2,370 -25%
STA
107
Summit Trail Advisors
New York
$970K +$6.02K +43 +0.6%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$963K +$472K +3,310 +96%
FB
109
First Bancorp
Maine
$934K -$3.64K -26 -0.4%
AAS
110
Ameritas Advisory Services
Nebraska
$908K +$455K +3,246 +100%
EH
111
Equitable Holdings
New York
$892K +$6.02K +43 +0.7%
KW
112
KWB Wealth
California
$891K -$12.9K -92 -1%
CFGSD
113
Compass Financial Group (South Dakota)
South Dakota
$879K +$879K +6,277 New
US Bancorp
114
US Bancorp
Minnesota
$869K – – –
PCS
115
Personal CFO Solutions
New Jersey
$855K +$618K +4,409 +260%
AR
116
Apeiron RIA
Texas
$847K -$30K -214 -3%
NC
117
NewSquare Capital
Pennsylvania
$776K +$776K +5,541 New
LTL
118
Lowery Thomas LLC
California
$776K +$776K +5,537 New
BA
119
Bluesphere Advisors
Pennsylvania
$776K +$180K +1,287 +30%
EFS
120
Essex Financial Services
Connecticut
$763K -$54.9K -392 -7%
BTI
121
Blue Trust Inc
Georgia
$747K +$313K +2,523 +72%
MOS
122
MGO One Seven
Ohio
$746K +$374K +2,669 +100%
PFO
123
Pathstone Family Office
New Jersey
$743K -$7.24K -738 -1%
CAWM
124
Capital Advisors Wealth Management
Washington
$712K +$9.11K +65 +1%
Franklin Resources
125
Franklin Resources
California
$710K -$106K -758 -13%
3 4
5
6 7