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Vanguard S&P 500 Value ETF

351 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
45
Increased
137
Reduced
88
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Shares
Change %
VP
126
Verum Partners
North Carolina
$1.32M -$206K -1,082 -13%
ECM
127
Evergreen Capital Management
Washington
$1.29M
LCM
128
Logan Capital Management
Pennsylvania
$1.27M +$34.7K +182 +3%
WIA
129
World Investment Advisors
California
$1.23M +$90.2K +473 +8%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$1.21M +$776K +4,088 +180%
WANY
131
Wealthspire Advisors (New York)
New York
$1.21M +$245K +1,285 +26%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$1.2M +$416K +2,182 +53%
EWM
133
Evercore Wealth Management
New York
$1.2M
CFGSD
134
Compass Financial Group (South Dakota)
South Dakota
$1.19M
US Bancorp
135
US Bancorp
Minnesota
$1.17M
AR
136
Apeiron RIA
Texas
$1.17M
GAM
137
Gemmer Asset Management
California
$1.15M +$6.67K +35 +0.6%
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$1.14M
LTL
139
Lowery Thomas LLC
California
$1.1M +$6.1K +32 +0.6%
BAM
140
Beaumont Asset Management
Texas
$1.1M
BRWA
141
B. Riley Wealth Advisors
Florida
$1.1M +$109K +577 +11%
BHWM
142
Beaird Harris Wealth Management
Texas
$1.09M +$1.05M +5,510 +2,900%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$1.06M -$19.5K -102 -2%
KW
144
KWB Wealth
California
$1.05M -$18.6K -106 -2%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$1M -$21.7K -114 -2%
CAWM
146
Capital Advisors Wealth Management
Washington
$998K +$5.72K +30 +0.6%
RAS
147
RPS Advisory Solutions
Kentucky
$957K -$31.7K -166 -3%
DADC
148
D.A. Davidson & Co
Montana
$953K
JWCA
149
J.W. Cole Advisors
Florida
$950K +$29.9K +157 +3%
WPC
150
Wedmont Private Capital
Pennsylvania
$947K -$31.7K -168 -3%