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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
101
Capasso Planning Partners
South Carolina
$2.26M +$250K +1,357 +12%
JIC
102
Johnson Investment Counsel
Ohio
$2.25M +$42.8K +232 +2%
ACM
103
Ascent Capital Management
Oregon
$2.23M +$2.23M +12,099 New
KWAG
104
Kiely Wealth Advisory Group
North Carolina
$2.2M -$180K -954 -8%
EWA
105
Encompass Wealth Advisors
Oregon
$2.17M +$42.3K +229 +2%
KAS
106
Kestra Advisory Services
Texas
$2.14M -$6.21M -33,672 -74%
HA
107
HFG Advisors
Ohio
$2.13M -$39.5K -214 -2%
EH
108
Equitable Holdings
New York
$1.93M -$852K -4,618 -31%
SFPG
109
Stonebridge Financial Planning Group
Florida
$1.92M -$94.8K -514 -5%
TPCW
110
TD Private Client Wealth
New York
$1.91M +$61.1K +331 +3%
IF
111
Intrua Financial
Texas
$1.86M -$101K -550 -5%
BA
112
Bluesphere Advisors
Pennsylvania
$1.85M -$312K -1,689 -14%
CWM
113
ClientFirst Wealth Management
Arkansas
$1.85M +$1.85M +10,005 New
I2I
114
Insight 2811 Inc
Illinois
$1.83M +$217K +1,174 +13%
PFS
115
Prospera Financial Services
Texas
$1.76M +$243K +1,316 +16%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$1.75M – – –
MWM
117
Modera Wealth Management
New Jersey
$1.72M -$78K -423 -4%
MFWP
118
Mosaic Family Wealth Partners
Missouri
$1.7M +$30.4K +165 +2%
AWM
119
Avior Wealth Management
Nebraska
$1.65M -$13.5K -73 -0.8%
BBWP
120
Beacon Bridge Wealth Partners
Pennsylvania
$1.63M -$34.9K -189 -2%
FTS
121
Fifth Third Securities
Ohio
$1.6M +$106K +577 +7%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$1.57M +$395K +2,139 +34%
TWC
123
TD Waterhouse Canada
Ontario, Canada
$1.56M -$3.69K -20 -0.2%
GA
124
Geller Advisors
New York
$1.56M +$17.3K +94 +1%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$1.47M -$2.33M -12,642 -61%
3 4
5
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