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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$755K -$7.39K -44 -1%
TFA
152
Tobias Financial Advisors
Florida
$739K – – –
RIA
153
Regal Investment Advisors
Michigan
$692K -$1.01K -6 -0.1%
1WM
154
1900 Wealth Management
Texas
$690K -$183K -1,089 -21%
AAS
155
Ameritas Advisory Services
Nebraska
$677K +$161K +946 +31%
PS
156
Principal Securities
Iowa
$671K +$671K +3,997 New
SAM
157
Secure Asset Management
Michigan
$656K +$25.9K +154 +4%
C
158
Certuity
Florida
$617K +$617K +3,676 New
AA
159
Advisory Alpha
Michigan
$600K +$131K +778 +28%
RA
160
Rodgers & Associates
Pennsylvania
$596K -$852K -5,070 -59%
MFGM
161
Marshall Financial Group (Maryland)
Maryland
$593K +$3.86K +23 +0.7%
WB
162
West Bancorporation
Iowa
$579K – – –
SWM
163
Silverlake Wealth Management
Vermont
$577K +$39K +232 +7%
HWA
164
Heritage Wealth Advisors
Virginia
$560K +$455K +2,708 +433%
WT
165
Washington Trust
Rhode Island
$550K -$18.8K -112 -3%
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$543K +$543K +3,232 New
MPM
167
MBB Public Markets
Illinois
$541K – – –
SI
168
Stephens Inc
Arkansas
$540K -$4.2K -25 -0.8%
NFSG
169
Newbridge Financial Services Group
Florida
$539K +$132K +784 +32%
CAM
170
Cozad Asset Management
Illinois
$527K -$10.9K -65 -2%
CPRC
171
Consolidated Portfolio Review Corp
New York
$513K +$281K +1,671 +121%
SWA
172
Sightline Wealth Advisors
Connecticut
$504K – – –
BSW
173
Buckingham Strategic Wealth
Missouri
$503K – – –
MFG
174
Magnus Financial Group
New York
$496K +$12.4K +74 +3%
CCP
175
Clarity Capital Partners
California
$485K +$485K +2,889 New
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7
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