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Vanguard S&P 500 Value ETF
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Overview Fund Activity

274 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
53
Increased
110
Reduced
55
Closed
17
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K

Top Buyers

1
CWM
1
CIBC World Markets
New York
$13.3M
2
OIA
2
OneDigital Investment Advisors
Kansas
$28.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.5M
4
Ameriprise
4
Ameriprise
Minnesota
$40M
5
Bank of America
5
Bank of America
North Carolina
$215M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
MFG
2
Merit Financial Group
Georgia
$15.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$21.4M
4
RIG
4
Ramiah Investment Group
Wisconsin
$0
5
PWM
5
Provident Wealth Management
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
126
World Investment Advisors
California
$704K -$21K -150 -3%
DADC
127
D.A. Davidson & Co
Montana
$690K – – –
Jane Street
128
Jane Street
New York
$648K +$648K +4,629 New
Creative Planning
129
Creative Planning
Kansas
$646K +$3.78K +27 +0.6%
CPFP
130
Clear Perspectives Financial Planning
Ohio
$631K +$631K +4,502 New
SVCP
131
Silicon Valley Capital Partners
California
$620K +$8.12K +58 +1%
GVAG
132
Great Valley Advisor Group
Delaware
$616K +$616K +4,401 New
TFA
133
Tobias Financial Advisors
Florida
$616K – – –
RIA
134
Regal Investment Advisors
Michigan
$576K -$269K -1,920 -32%
TC
135
TownSquare Capital
Utah
$560K +$560K +3,995 New
CF
136
Centaurus Financial
California
$538K +$178K +1,270 +49%
WPC
137
Wedmont Private Capital
Pennsylvania
$535K +$277K +1,920 +107%
WANY
138
Wealthspire Advisors (New York)
New York
$527K – – –
RRC
139
Relaxing Retirement Coach
Massachusetts
$522K – – –
Cerity Partners
140
Cerity Partners
New York
$503K +$503K +3,592 New
KPWS
141
Kestra Private Wealth Services
Texas
$500K +$111K +792 +29%
SI
142
Stephens Inc
Arkansas
$491K -$2.94K -21 -0.6%
MFGM
143
Marshall Financial Group (Maryland)
Maryland
$489K +$2.38K +17 +0.5%
SA
144
SFI Advisors
New Jersey
$486K +$486K +3,468 New
VFO
145
Virtus Family Office
Texas
$484K -$846K -6,038 -64%
WB
146
West Bancorporation
Iowa
$483K – – –
SDAM
147
Shulman DeMeo Asset Management
New York
$460K +$6.02K +43 +1%
WT
148
Washington Trust
Rhode Island
$459K – – –
MPM
149
MBB Public Markets
Illinois
$451K +$2.24K +16 +0.5%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$446K -$56K -400 -11%
4 5
6
7 8