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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
1
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
2
Ameriprise
Minnesota
$48.1M
3
UBS Group
3
UBS Group
Switzerland
$82.7M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
5
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
3
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$1.16M -$109K -746 -9%
RA
102
RFG Advisory
Alabama
$1.15M +$1.76K +12 +0.2%
BA
103
Bluesphere Advisors
Pennsylvania
$1.12M +$309K +2,109 +38%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$1.12M +$37.4K +255 +3%
UCFA
105
United Capital Financial Advisors
Texas
$1.07M -$17.8K -121 -2%
VBWMG
106
Von Berge Wealth Management Group
California
$1.03M -$40.1K -273 -4%
BAM
107
Beaumont Asset Management
Texas
$1.03M -$73.4K -500 -7%
STA
108
Summit Trail Advisors
New York
$1.02M – – –
BBWP
109
Beacon Bridge Wealth Partners
Pennsylvania
$1.01M +$756K +5,151 +296%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$995K +$5.14K +35 +0.5%
EH
111
Equitable Holdings
New York
$938K +$2.93K +20 +0.3%
FB
112
First Bancorp
Maine
$937K -$40.6K -277 -4%
SC
113
Savant Capital
Illinois
$928K +$928K +6,329 New
CFGSD
114
Compass Financial Group (South Dakota)
South Dakota
$921K – – –
SCM
115
SCS Capital Management
Massachusetts
$920K -$397K -2,707 -30%
US Bancorp
116
US Bancorp
Minnesota
$910K – – –
PCS
117
Personal CFO Solutions
New Jersey
$895K – – –
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$894K +$427K +2,908 +91%
KW
119
KWB Wealth
California
$891K – – –
AR
120
Apeiron RIA
Texas
$888K +$1.17K +8 +0.1%
MOS
121
MGO One Seven
Ohio
$860K +$78K +532 +10%
EFS
122
Essex Financial Services
Connecticut
$808K +$8.07K +55 +1%
WIA
123
World Investment Advisors
California
$795K +$57.2K +390 +8%
CIA
124
Compass Ion Advisors
Pennsylvania
$776K +$776K +5,291 New
CAWM
125
Capital Advisors Wealth Management
Washington
$749K +$2.93K +20 +0.4%
3 4
5
6 7