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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
Encompass Wealth Advisors
Oregon
$1.85M +$107K +609 +6%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$1.75M -$13K -74 -0.7%
MWM
103
Modera Wealth Management
New Jersey
$1.72M +$32.5K +185 +2%
BBWP
104
Beacon Bridge Wealth Partners
Pennsylvania
$1.65M -$22.7K -129 -1%
AWM
105
Avior Wealth Management
Nebraska
$1.61M -$57.7K -328 -3%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.59M +$79.1K +450 +5%
MFWP
107
Mosaic Family Wealth Partners
Missouri
$1.59M – – –
AAS
108
Ameritas Advisory Services
Nebraska
$1.57M +$867K +4,933 +123%
SOS
109
Silver Oak Securities
Tennessee
$1.56M +$1.56M +8,862 New
FTS
110
Fifth Third Securities
Ohio
$1.5M +$164K +929 +12%
AW
111
Avion Wealth
Texas
$1.48M -$323K -1,840 -18%
I2I
112
Insight 2811 Inc
Illinois
$1.45M +$62.8K +357 +5%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.41M +$32.4K +181 +2%
VP
114
Verum Partners
North Carolina
$1.41M -$357K -2,033 -20%
GA
115
Geller Advisors
New York
$1.39M +$50.6K +286 +4%
BFA
116
Bragg Financial Advisors
North Carolina
$1.27M -$70.8K -403 -5%
VBWMG
117
Von Berge Wealth Management Group
California
$1.24M +$7K +40 +0.6%
STA
118
Summit Trail Advisors
New York
$1.22M – – –
ECM
119
Evergreen Capital Management
Washington
$1.19M – – –
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$1.17M +$604K +3,426 +106%
SC
121
Sierra Capital
Florida
$1.17M +$13.2K +75 +1%
WS
122
Wedbush Securities
California
$1.14M -$126K -717 -10%
LCM
123
Logan Capital Management
Pennsylvania
$1.13M -$14.8K -84 -1%
EWM
124
Evercore Wealth Management
New York
$1.11M – – –
KW
125
KWB Wealth
California
$1.09M – – –
3 4
5
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