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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
101
TD Private Client Wealth
New York
$1.86M +$257K +1,425 +16%
Comerica Bank
102
Comerica Bank
Texas
$1.86M -$2M -11,105 -52%
AW
103
Avion Wealth
Texas
$1.85M -$294K -1,629 -14%
VP
104
Verum Partners
North Carolina
$1.81M -$299K -1,657 -14%
SC
105
Savant Capital
Illinois
$1.8M -$32.7K -181 -2%
EWA
106
Encompass Wealth Advisors
Oregon
$1.79M +$17K +94 +1%
MWM
107
Modera Wealth Management
New Jersey
$1.73M -$21.8K -121 -1%
AWM
108
Avior Wealth Management
Nebraska
$1.71M -$250K -1,384 -13%
BBWP
109
Beacon Bridge Wealth Partners
Pennsylvania
$1.71M -$69.8K -387 -4%
MFWP
110
Mosaic Family Wealth Partners
Missouri
$1.63M +$3.79K +21 +0.2%
EFS
111
Essex Financial Services
Connecticut
$1.57M +$261K +1,448 +20%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$1.55M +$1.55M +8,585 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.54M +$275K +1,524 +22%
RA
114
Rational Advisors
New York
$1.52M -$565K -3,129 -27%
AIA
115
Arbor Investment Advisors
North Carolina
$1.45M +$5.23K +29 +0.4%
I2I
116
Insight 2811 Inc
Illinois
$1.42M +$146K +810 +11%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.39M – – –
BFA
118
Bragg Financial Advisors
North Carolina
$1.38M -$371K -2,057 -21%
FTS
119
Fifth Third Securities
Ohio
$1.36M +$133K +738 +11%
GA
120
Geller Advisors
New York
$1.36M -$317K -1,756 -19%
WS
121
Wedbush Securities
California
$1.3M -$80.3K -445 -6%
PCS
122
Personal CFO Solutions
New Jersey
$1.3M +$36.3K +201 +3%
VBWMG
123
Von Berge Wealth Management Group
California
$1.27M +$25.6K +142 +2%
STA
124
Summit Trail Advisors
New York
$1.25M – – –
ECM
125
Evergreen Capital Management
Washington
$1.21M +$20.8K +115 +2%
3 4
5
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