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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
Ameriprise
Minnesota
$48.1M
3
UBS Group
UBS Group
Switzerland
$82.7M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$722K – – –
Franklin Resources
127
Franklin Resources
California
$694K -$50.5K -344 -7%
Creative Planning
128
Creative Planning
Kansas
$686K +$10.3K +70 +2%
TC
129
TownSquare Capital
Utah
$681K +$95.1K +648 +16%
SVCP
130
Silicon Valley Capital Partners
California
$652K +$2.64K +18 +0.4%
GVAG
131
Great Valley Advisor Group
Delaware
$650K +$4.4K +30 +0.7%
TFA
132
Tobias Financial Advisors
Florida
$645K – – –
WPC
133
Wedmont Private Capital
Pennsylvania
$641K +$97.9K +669 +18%
LTL
134
Lowery Thomas LLC
California
$623K -$189K -1,290 -23%
RIA
135
Regal Investment Advisors
Michigan
$621K +$17.5K +119 +3%
BRWA
136
B. Riley Wealth Advisors
Florida
$614K -$418K -2,846 -40%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$571K +$207K +1,412 +57%
RRC
138
Relaxing Retirement Coach
Massachusetts
$546K – – –
WANY
139
Wealthspire Advisors (New York)
New York
$545K -$7.34K -50 -1%
CF
140
Centaurus Financial
California
$542K -$21.3K -145 -4%
AAS
141
Ameritas Advisory Services
Nebraska
$535K -$417K -2,839 -44%
AWA
142
AmeriServ Wealth Advisors
Pennsylvania
$533K +$533K +3,631 New
EWA
143
Encompass Wealth Advisors
Oregon
$519K +$165K +1,128 +47%
KPWS
144
Kestra Private Wealth Services
Texas
$516K -$7.78K -53 -1%
MFGM
145
Marshall Financial Group (Maryland)
Maryland
$513K +$1.32K +9 +0.3%
VFO
146
Virtus Family Office
Texas
$507K – – –
WB
147
West Bancorporation
Iowa
$506K – – –
CG
148
Colony Group
Massachusetts
$498K -$2.59M -17,661 -84%
SDAM
149
Shulman DeMeo Asset Management
New York
$484K +$1.91K +13 +0.4%
WT
150
Washington Trust
Rhode Island
$481K – – –
4 5
6
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