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Vanguard S&P 500 Value ETF

180 hedge funds and large institutions have $914M invested in Vanguard S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
37
Increased
65
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
126
Washington Trust
Rhode Island
$213K
SWM
127
Spire Wealth Management
Virginia
$213K +$213K +1,560 New
ECM
128
Evergreen Capital Management
Washington
$210K +$210K +1,534 New
SS
129
Sunbelt Securities
Texas
$209K +$209K +1,530 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$207K -$199K -1,461 -49%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$205K +$205K +1,500 New
AWM
132
AE Wealth Management
Kansas
$203K -$369K -2,698 -64%
PMG
133
ProVise Management Group
Florida
$203K +$203K +1,487 New
WMA
134
Wealth Management Associates
New Jersey
$203K -$99.1K -725 -33%
NFG
135
Next Financial Group
Texas
$171K -$325K -2,380 -66%
SC
136
Sierra Capital
Florida
$167K +$167K +1,219 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$149K
Citigroup
138
Citigroup
New York
$147K
TPCW
139
TD Private Client Wealth
New York
$143K +$143K +1,049 New
PB
140
Pinnacle Bancorp
Nebraska
$138K -$5.2K -38 -4%
PCFFS
141
Pacific Center for Financial Services
California
$138K
BW
142
Bison Wealth
Georgia
$118K -$2.73K -20 -2%
BCM
143
Barometer Capital Management
Ontario, Canada
$116K +$116K +848 New
MAM
144
Meeder Asset Management
Ohio
$112K +$112K +821 New
LC
145
Lindbrook Capital
California
$107K
TFS
146
TrustCore Financial Services
Tennessee
$103K
SPIA
147
Steward Partners Investment Advisory
New York
$102K +$102K +743 New
ADL
148
Asset Dedication LLC
California
$92K
AWM
149
Accel Wealth Management
Iowa
$88K
HWA
150
Heritage Wealth Advisors
Virginia
$85.6K