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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWAG
101
Kiely Wealth Advisory Group
North Carolina
$1.83M +$1.83M +10,820 New
AWM
102
Avior Wealth Management
Nebraska
$1.83M -$193K -1,148 -10%
CPP
103
Capasso Planning Partners
South Carolina
$1.81M +$265K +1,579 +17%
GS
104
GTS Securities
New York
$1.72M +$1.72M +10,254 New
SC
105
Savant Capital
Illinois
$1.7M +$10.7K +64 +0.6%
BBWP
106
Beacon Bridge Wealth Partners
Pennsylvania
$1.66M -$724K -4,312 -30%
EWA
107
Encompass Wealth Advisors
Oregon
$1.65M +$533K +3,176 +48%
BFA
108
Bragg Financial Advisors
North Carolina
$1.63M +$48.4K +288 +3%
MWM
109
Modera Wealth Management
New Jersey
$1.63M +$168 +1 +0%
GA
110
Geller Advisors
New York
$1.56M +$15.6K +93 +1%
EH
111
Equitable Holdings
New York
$1.52M +$6.38K +38 +0.4%
MFWP
112
Mosaic Family Wealth Partners
Missouri
$1.51M +$1.68K +10 +0.1%
TPCW
113
TD Private Client Wealth
New York
$1.49M -$206K -1,227 -12%
Renaissance Technologies
114
Renaissance Technologies
New York
$1.39M +$269K +1,600 +24%
AIA
115
Arbor Investment Advisors
North Carolina
$1.34M +$10.9K +65 +0.8%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$1.33M – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.3M +$182K +1,083 +16%
WS
118
Wedbush Securities
California
$1.29M -$459K -2,732 -26%
RA
119
RFG Advisory
Alabama
$1.27M -$48.7K -290 -4%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.23M +$1.23M +7,342 New
EFS
121
Essex Financial Services
Connecticut
$1.22M +$294K +1,752 +32%
I2I
122
Insight 2811 Inc
Illinois
$1.19M +$85.2K +507 +8%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.18M +$122K +729 +12%
PCS
124
Personal CFO Solutions
New Jersey
$1.17M +$28.7K +171 +3%
STA
125
Summit Trail Advisors
New York
$1.16M – – –
3 4
5
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