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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Sierra Capital
Florida
$1.18M -$861K -4,769 -42%
LCM
127
Logan Capital Management
Pennsylvania
$1.18M +$1.18M +6,540 New
EWM
128
Evercore Wealth Management
New York
$1.14M – – –
Fiera Capital (Canada)
129
Fiera Capital (Canada)
Quebec, Canada
$1.14M -$295K -1,636 -21%
WIA
130
World Investment Advisors
California
$1.14M +$54.3K +301 +5%
CFGSD
131
Compass Financial Group (South Dakota)
South Dakota
$1.12M – – –
US Bancorp
132
US Bancorp
Minnesota
$1.11M +$11K +61 +1%
AR
133
Apeiron RIA
Texas
$1.1M +$1.62K +9 +0.1%
KW
134
KWB Wealth
California
$1.09M -$541 -3 -0%
GAM
135
Gemmer Asset Management
California
$1.09M +$1.09M +6,015 New
BAM
136
Beaumont Asset Management
Texas
$1.05M -$42.2K -234 -4%
LTL
137
Lowery Thomas LLC
California
$1.02M +$81K +449 +9%
WPC
138
Wedmont Private Capital
Pennsylvania
$1.02M +$9.09K +51 +0.9%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$1.02M – – –
WANY
140
Wealthspire Advisors (New York)
New York
$1M +$72.7K +403 +8%
SWM
141
Spire Wealth Management
Virginia
$954K +$823K +4,558 +628%
CAWM
142
Capital Advisors Wealth Management
Washington
$939K +$3.97K +22 +0.4%
DADC
143
D.A. Davidson & Co
Montana
$904K +$2.71K +15 +0.3%
JWCA
144
J.W. Cole Advisors
Florida
$871K +$32.8K +182 +4%
Creative Planning
145
Creative Planning
Kansas
$839K -$59.6K -330 -7%
CF
146
Centaurus Financial
California
$824K -$3.61K -20 -0.4%
CWM
147
Centurion Wealth Management
Virginia
$819K +$819K +4,540 New
SVCP
148
Silicon Valley Capital Partners
California
$818K +$3.61K +20 +0.4%
TFA
149
Tobias Financial Advisors
Florida
$794K – – –
PS
150
Principal Securities
Iowa
$758K +$37K +205 +5%
4 5
6
7 8