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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$755K +$11.4K +63 +2%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$740K +$293K +1,622 +65%
AA
153
Advisory Alpha
Michigan
$715K +$70.2K +389 +11%
AAS
154
Ameritas Advisory Services
Nebraska
$705K +$6.14K +35 +0.9%
C
155
Certuity
Florida
$670K +$6.5K +36 +1%
BFG
156
Bleakley Financial Group
New Jersey
$668K -$164K -906 -20%
SW
157
Simplicity Wealth
New Jersey
$668K +$668K +3,703 New
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$652K +$237K +1,316 +57%
TRCT
159
Tower Research Capital (TRC)
New York
$641K +$624K +3,457 +3,564%
BRWA
160
B. Riley Wealth Advisors
Florida
$637K -$35.9K -240 -5%
MFGM
161
Marshall Financial Group (Maryland)
Maryland
$634K -$3.61K -20 -0.6%
1WM
162
1900 Wealth Management
Texas
$632K -$110K -608 -15%
RA
163
Rodgers & Associates
Pennsylvania
$626K -$14.4K -80 -2%
WB
164
West Bancorporation
Iowa
$623K – – –
MG
165
Mather Group
Illinois
$616K +$354K +2,110 +136%
SWM
166
Silverlake Wealth Management
Vermont
$605K -$14.6K -81 -2%
HWA
167
Heritage Wealth Advisors
Virginia
$604K +$2.17K +12 +0.4%
WT
168
Washington Trust
Rhode Island
$591K – – –
CAM
169
Cozad Asset Management
Illinois
$587K +$20.8K +115 +4%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$583K – – –
SI
171
Stephens Inc
Arkansas
$580K – – –
PI
172
PFG Investments
New York
$565K +$565K +3,131 New
MFG
173
Magnus Financial Group
New York
$556K +$23.3K +129 +4%
AWE
174
Avidian Wealth Enterprises
Texas
$555K +$555K +3,078 New
CPRC
175
Consolidated Portfolio Review Corp
New York
$554K +$2.35K +13 +0.4%
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