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Vanguard S&P 500 Value ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPP
101
Capasso Planning Partners
South Carolina
$1.37M 9,208 +398 +5%
MFWP
102
Mosaic Family Wealth Partners
Missouri
$1.34M 9,002 +20 +0.2%
EH
103
Equitable Holdings
New York
$1.34M 9,002 +45 +0.5%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$1.32M 8,879 -400 -4%
RA
105
Rodgers & Associates
Pennsylvania
$1.28M 8,620 +370 +4%
FTS
106
Fifth Third Securities
Ohio
$1.23M 8,209 -1,011 -11%
EWM
107
Evercore Wealth Management
New York
$1.18M 7,960 +7,960 New
Fiera Capital (Canada)
108
Fiera Capital (Canada)
Quebec, Canada
$1.18M 7,933 -806 -9%
AIA
109
Arbor Investment Advisors
North Carolina
$1.18M 7,927 +29 +0.4%
RA
110
RFG Advisory
Alabama
$1.17M 7,874 -26 -0.3%
VBWMG
111
Von Berge Wealth Management Group
California
$1.04M 6,997 +2 +0%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.04M 6,622 -60 -0.9%
STA
113
Summit Trail Advisors
New York
$1.03M 6,926 – –
ZF
114
Zhang Financial
Michigan
$1.03M 6,922 +6,922 New
PCS
115
Personal CFO Solutions
New Jersey
$1.01M 6,806 +525 +8%
Renaissance Technologies
116
Renaissance Technologies
New York
$996K 6,700 -2,200 -25%
EWA
117
Encompass Wealth Advisors
Oregon
$990K 6,659 +2,297 +53%
ECM
118
Evergreen Capital Management
Washington
$984K 6,590 – –
I2I
119
Insight 2811 Inc
Illinois
$975K 6,558 +57 +0.9%
KW
120
KWB Wealth
California
$975K 6,259 – –
UCFA
121
United Capital Financial Advisors
Texas
$951K 6,396 -770 -11%
BCM
122
Barometer Capital Management
Ontario, Canada
$937K 6,300 +3,100 +97%
CS
123
Comerica Securities
Michigan
$936K 6,265 -38 -0.6%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$935K 6,290 +1,398 +29%
CFGSD
125
Compass Financial Group (South Dakota)
South Dakota
$933K 6,277 – –
3 4
5
6 7