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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
26
Increased
89
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
151
Wealthspire Advisors (New York)
New York
$577K -$934 -6 -0.2%
CF
152
Centaurus Financial
California
$575K -$1.09K -7 -0.2%
KPWS
153
Kestra Private Wealth Services
Texas
$551K +$3.89K +25 +0.7%
MFGM
154
Marshall Financial Group (Maryland)
Maryland
$545K
WB
155
West Bancorporation
Iowa
$537K
CG
156
Colony Group
Massachusetts
$529K
TRCT
157
Tower Research Capital (TRC)
New York
$516K -$1.49M -9,555 -74%
WT
158
Washington Trust
Rhode Island
$510K
AAS
159
Ameritas Advisory Services
Nebraska
$506K -$56.5K -366 -10%
SI
160
Stephens Inc
Arkansas
$505K
MPM
161
MBB Public Markets
Illinois
$502K +$502K +3,223 New
CAM
162
Cozad Asset Management
Illinois
$499K +$107K +690 +27%
SWM
163
Silverlake Wealth Management
Vermont
$498K
BCM
164
Barometer Capital Management
Ontario, Canada
$498K +$311K +2,000 +167%
WWM
165
Western Wealth Management
Colorado
$470K
BSW
166
Buckingham Strategic Wealth
Missouri
$466K -$19.2K -123 -4%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$454K +$73.4K +472 +19%
SAM
168
Secure Asset Management
Michigan
$447K +$43.9K +282 +11%
MFG
169
Magnus Financial Group
New York
$446K
SWA
170
Sightline Wealth Advisors
Connecticut
$440K
MA
171
Mangham Associates
Virginia
$426K
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$425K +$209K +1,341 +97%
JWCA
173
J.W. Cole Advisors
Florida
$422K +$106K +680 +33%
IWC
174
Integrated Wealth Concepts
Massachusetts
$415K +$55.1K +354 +15%
ACA
175
Affinity Capital Advisors
California
$414K -$18.5K -119 -4%