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Vanguard S&P 500 Value ETF

154 hedge funds and large institutions have $815M invested in Vanguard S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+29
Holders Change %
+23.2%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
36
Increased
50
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PB
126
Pinnacle Bancorp
Nebraska
$130K -$124 -1 -0.1%
PCFFS
127
Pacific Center for Financial Services
California
$125K +$125K +1,012 New
BW
128
Bison Wealth
Georgia
$109K
APA
129
American Portfolios Advisors
New York
$99.4K +$44.4K +359 +81%
LC
130
Lindbrook Capital
California
$97K
TFS
131
TrustCore Financial Services
Tennessee
$93K +$93K +751 New
ADL
132
Asset Dedication LLC
California
$84K
AWM
133
Accel Wealth Management
Iowa
$80K +$80K +647 New
HWA
134
Heritage Wealth Advisors
Virginia
$77K
CAL
135
Capital Advisors Ltd
Ohio
$53K
VFA
136
Valeo Financial Advisors
Indiana
$51K +$51K +416 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$48K -$11.2K -91 -19%
FCA
138
FinTrust Capital Advisors
South Carolina
$48K +$21.6K +174 +82%
LFG
139
Larson Financial Group
Missouri
$46K +$46K +376 New
BlackRock
140
BlackRock
New York
$41K
VCM
141
Versant Capital Management
Arizona
$37K
PCIA
142
Prime Capital Investment Advisors
Kansas
$35K
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K
HWM
144
Holloway Wealth Management
Florida
$31K -$27K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$26K -$13.1K -106 -34%
LB
146
Legacy Bridge
Iowa
$25K +$25K +200 New
GEA
147
Glen Eagle Advisors
New Jersey
$20K
First Manhattan
148
First Manhattan
New York
$20K
GWM
149
Geneos Wealth Management
Colorado
$15K
T2I
150
Turim 21 Investimentos
Brazil
$11K +$11K +90 New