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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
26
Increased
89
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
126
Mutual Advisors
Nebraska
$962K +$962K +6,179 New
US Bancorp
127
US Bancorp
Minnesota
$951K -$14.8K -95 -2%
AR
128
Apeiron RIA
Texas
$946K +$3.43K +22 +0.4%
WIA
129
World Investment Advisors
California
$939K +$91.3K +584 +11%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$906K -$42.8K -275 -5%
1WM
131
1900 Wealth Management
Texas
$896K -$589K -3,786 -40%
EFS
132
Essex Financial Services
Connecticut
$858K
WPC
133
Wedmont Private Capital
Pennsylvania
$820K +$127K +805 +18%
Marshall Wace
134
Marshall Wace
United Kingdom
$805K +$805K +5,172 New
CAWM
135
Capital Advisors Wealth Management
Washington
$795K
DADC
136
D.A. Davidson & Co
Montana
$767K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$762K +$156K +1,002 +26%
MOS
138
MGO One Seven
Ohio
$750K -$163K -1,044 -18%
Creative Planning
139
Creative Planning
Kansas
$718K -$10.4K -67 -1%
GVAG
140
Great Valley Advisor Group
Delaware
$702K +$11.8K +76 +2%
TC
141
TownSquare Capital
Utah
$699K -$23.7K -152 -3%
SVCP
142
Silicon Valley Capital Partners
California
$692K
TFA
143
Tobias Financial Advisors
Florida
$685K
EWA
144
Encompass Wealth Advisors
Oregon
$679K +$129K +827 +23%
CIA
145
Compass Ion Advisors
Pennsylvania
$671K -$152K -979 -19%
LTL
146
Lowery Thomas LLC
California
$663K +$1.56K +10 +0.2%
RIA
147
Regal Investment Advisors
Michigan
$640K -$18.5K -119 -3%
Franklin Resources
148
Franklin Resources
California
$616K -$120K -770 -16%
BRWA
149
B. Riley Wealth Advisors
Florida
$603K -$51.3K -328 -8%
RRC
150
Relaxing Retirement Coach
Massachusetts
$580K