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Vanguard S&P 500 Value ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
151
J.W. Cole Advisors
Florida
$535K +$132K +886 +33%
MFGM
152
Marshall Financial Group (Maryland)
Maryland
$522K +$1.49K +10 +0.3%
KPWS
153
Kestra Private Wealth Services
Texas
$518K -$8.92K -60 -2%
WB
154
West Bancorporation
Iowa
$513K – – –
WT
155
Washington Trust
Rhode Island
$504K +$16.7K +112 +3%
MA
156
Mutual Advisors
Nebraska
$500K -$419K -2,816 -46%
SI
157
Stephens Inc
Arkansas
$482K – – –
CG
158
Colony Group
Massachusetts
$481K -$24.3K -163 -5%
MPM
159
MBB Public Markets
Illinois
$479K – – –
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$478K +$43.9K +295 +10%
CAM
161
Cozad Asset Management
Illinois
$477K – – –
SWM
162
Silverlake Wealth Management
Vermont
$476K +$446 +3 +0.1%
Marshall Wace
163
Marshall Wace
United Kingdom
$454K -$315K -2,121 -41%
AAS
164
Ameritas Advisory Services
Nebraska
$450K -$35.9K -242 -7%
SWA
165
Sightline Wealth Advisors
Connecticut
$446K – – –
BSW
166
Buckingham Strategic Wealth
Missouri
$445K – – –
MFG
167
Magnus Financial Group
New York
$428K +$1.93K +13 +0.5%
AA
168
Advisory Alpha
Michigan
$415K +$141K +947 +51%
WWM
169
Western Wealth Management
Colorado
$413K -$36.6K -246 -8%
ACA
170
Affinity Capital Advisors
California
$394K -$1.19K -8 -0.3%
IWC
171
Integrated Wealth Concepts
Massachusetts
$394K -$2.23K -15 -0.6%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$377K -$13.1K -88 -3%
PFG
173
Pinnacle Financial Group
Illinois
$372K – – –
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$371K +$63.9K +430 +21%
OC
175
Oppenheimer & Co
New York
$365K +$102K +687 +39%
5 6
7
8 9