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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
LPL Financial
California
$83.6M
4
Bank of America
Bank of America
North Carolina
$278M
5
Goldman Sachs
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$65.2M
2
RIG
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBWMG
126
Von Berge Wealth Management Group
California
$1.16M -$16.4K -98 -1%
FTS
127
Fifth Third Securities
Ohio
$1.14M -$234K -1,392 -17%
ECM
128
Evergreen Capital Management
Washington
$1.11M – – –
EWM
129
Evercore Wealth Management
New York
$1.06M -$278K -1,656 -21%
CFGSD
130
Compass Financial Group (South Dakota)
South Dakota
$1.04M -$10.6K -63 -1%
US Bancorp
131
US Bancorp
Minnesota
$1.02M -$13.8K -82 -1%
AR
132
Apeiron RIA
Texas
$1.02M – – –
KW
133
KWB Wealth
California
$1.02M -$32.2K -192 -3%
BAM
134
Beaumont Asset Management
Texas
$1.01M – – –
WIA
135
World Investment Advisors
California
$1.01M +$136K +810 +16%
WPC
136
Wedmont Private Capital
Pennsylvania
$960K +$20.5K +121 +2%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$948K – – –
LTL
138
Lowery Thomas LLC
California
$875K +$112K +669 +15%
CAWM
139
Capital Advisors Wealth Management
Washington
$870K +$8.73K +52 +1%
WANY
140
Wealthspire Advisors (New York)
New York
$865K +$259K +1,545 +43%
DADC
141
D.A. Davidson & Co
Montana
$839K +$12.1K +72 +1%
Creative Planning
142
Creative Planning
Kansas
$836K +$60.8K +362 +8%
AP
143
Arlington Partners
Alabama
$803K -$21.7K -129 -3%
JWCA
144
J.W. Cole Advisors
Florida
$780K +$176K +1,046 +29%
SS
145
Simplicity Solutions
Minnesota
$774K -$109K -651 -12%
BFG
146
Bleakley Financial Group
New Jersey
$774K -$109K -651 -12%
BCM
147
Barometer Capital Management
Ontario, Canada
$773K -$286K -1,700 -27%
CF
148
Centaurus Financial
California
$770K -$7.56K -45 -1%
SVCP
149
Silicon Valley Capital Partners
California
$758K +$7.56K +45 +1%
BRWA
150
B. Riley Wealth Advisors
Florida
$756K +$40.3K +240 +6%
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