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Vanguard S&P 500 Value ETF

189 hedge funds and large institutions have $999M invested in Vanguard S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
25
Increased
65
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
126
Old National Bancorp
Indiana
$232K
Bank of New York Mellon
127
Bank of New York Mellon
New York
$226K -$86.1K -604 -28%
SWM
128
Spire Wealth Management
Virginia
$223K +$143 +1 +0.1%
ECM
129
Evergreen Capital Management
Washington
$219K
SS
130
Sunbelt Securities
Texas
$217K
BAM
131
Belpointe Asset Management
Nevada
$214K +$214K +1,500 New
RCAG
132
Rehmann Capital Advisory Group
Michigan
$214K
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$213K -$3.27K -23 -2%
PMG
134
ProVise Management Group
Florida
$213K +$429 +3 +0.2%
EH
135
Equitable Holdings
New York
$212K +$212K +1,485 New
WMA
136
Wealth Management Associates
New Jersey
$212K
CRC
137
Curi RMB Capital
Illinois
$208K +$208K +1,457 New
CLOS
138
Compagnie Lombard Odier SCmA
Switzerland
$203K +$203K +1,420 New
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$201K +$201K +1,406 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$189K +$143K +1,002 +312%
NFG
141
Next Financial Group
Texas
$179K
SC
142
Sierra Capital
Florida
$175K +$1.57K +11 +0.9%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$156K +$285 +2 +0.2%
BW
144
Bison Wealth
Georgia
$153K +$29.8K +209 +24%
TPCW
145
TD Private Client Wealth
New York
$150K
PCFFS
146
Pacific Center for Financial Services
California
$144K
PB
147
Pinnacle Bancorp
Nebraska
$144K
BC
148
Bartlett & Co
Ohio
$143K -$475K -3,319 -77%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$143K -$473K -3,319 -77%
Citigroup
150
Citigroup
New York
$140K -$14K -98 -9%