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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.46M – – –
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$1.44M +$275K +1,493 +24%
IIC
128
Integrated Investment Consultants
Michigan
$1.44M +$1.44M +7,793 New
AW
129
Avion Wealth
Texas
$1.38M -$140K -761 -9%
VBWMG
130
Von Berge Wealth Management Group
California
$1.34M -$3.05K -16 -0.2%
TC
131
TownSquare Capital
Utah
$1.34M +$1.34M +7,253 New
BFA
132
Bragg Financial Advisors
North Carolina
$1.32M -$13.8K -75 -1%
ECM
133
Evergreen Capital Management
Washington
$1.22M -$21.2K -115 -2%
LCM
134
Logan Capital Management
Pennsylvania
$1.21M -$13.5K -73 -1%
Renaissance Technologies
135
Renaissance Technologies
New York
$1.2M -$886K -4,800 -42%
OCM
136
One Capital Management
California
$1.19M -$3.74M -20,246 -76%
WIA
137
World Investment Advisors
California
$1.18M -$4.24K -23 -0.4%
EWM
138
Evercore Wealth Management
New York
$1.16M – – –
CFGSD
139
Compass Financial Group (South Dakota)
South Dakota
$1.15M – – –
WANY
140
Wealthspire Advisors (New York)
New York
$1.14M -$25.5K -138 -2%
KW
141
KWB Wealth
California
$1.13M -$1.72K -9 -0.2%
SOS
142
Silver Oak Securities
Tennessee
$1.13M -$618K -3,354 -35%
US Bancorp
143
US Bancorp
Minnesota
$1.13M – – –
AR
144
Apeiron RIA
Texas
$1.13M +$923 +5 +0.1%
GAM
145
Gemmer Asset Management
California
$1.13M +$12.4K +67 +1%
Fiera Capital (Canada)
146
Fiera Capital (Canada)
Quebec, Canada
$1.11M – – –
NA
147
NewEdge Advisors
Louisiana
$1.1M +$675K +3,660 +158%
LTL
148
Lowery Thomas LLC
California
$1.08M +$12K +65 +1%
FW
149
Fairway Wealth
Ohio
$1.07M +$658K +3,564 +158%
AF
150
Apollon Financial
South Carolina
$1.06M +$1.06M +5,759 New
4 5
6
7 8