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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGSD
126
Compass Financial Group (South Dakota)
South Dakota
$1.09M – – –
US Bancorp
127
US Bancorp
Minnesota
$1.08M -$5.8K -33 -0.5%
AR
128
Apeiron RIA
Texas
$1.07M +$5.45K +31 +0.5%
GAM
129
Gemmer Asset Management
California
$1.06M – – –
Fiera Capital (Canada)
130
Fiera Capital (Canada)
Quebec, Canada
$1.05M -$52.6K -299 -5%
WIA
131
World Investment Advisors
California
$1.05M -$57.8K -329 -5%
Citigroup
132
Citigroup
New York
$1.05M +$981K +5,579 +1,516%
BAM
133
Beaumont Asset Management
Texas
$1.02M -$4.4K -25 -0.4%
LTL
134
Lowery Thomas LLC
California
$1.01M +$17.6K +100 +2%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$992K – – –
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$945K +$224K +1,277 +31%
WPC
137
Wedmont Private Capital
Pennsylvania
$932K -$96.8K -539 -9%
BRWA
138
B. Riley Wealth Advisors
Florida
$922K +$168K +952 +22%
CAWM
139
Capital Advisors Wealth Management
Washington
$915K – – –
RAS
140
RPS Advisory Solutions
Kentucky
$912K +$912K +5,186 New
Creative Planning
141
Creative Planning
Kansas
$908K +$90.2K +513 +11%
WANY
142
Wealthspire Advisors (New York)
New York
$886K -$90.5K -515 -9%
DADC
143
D.A. Davidson & Co
Montana
$879K -$2.11K -12 -0.2%
JWCA
144
J.W. Cole Advisors
Florida
$848K -$176 -1 -0%
CL
145
Choreo LLC
Illinois
$845K +$845K +4,816 New
SWP
146
Stratos Wealth Partners
Ohio
$837K +$617K +3,512 +281%
C
147
Certuity
Florida
$830K +$178K +1,012 +27%
SVCP
148
Silicon Valley Capital Partners
California
$796K – – –
CF
149
Centaurus Financial
California
$787K -$15.8K -90 -2%
RIA
150
Regal Investment Advisors
Michigan
$778K +$42.5K +242 +6%
4 5
6
7 8