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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
151
Tobias Financial Advisors
Florida
$773K – – –
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$726K +$91.1K +518 +14%
AA
153
Advisory Alpha
Michigan
$715K +$18.6K +106 +3%
PS
154
Principal Securities
Iowa
$686K -$52.7K -300 -7%
AWE
155
Avidian Wealth Enterprises
Texas
$674K +$133K +758 +25%
SAM
156
Smartleaf Asset Management
Massachusetts
$667K +$508K +2,873 +319%
CAM
157
Cresset Asset Management
Illinois
$664K +$332K +1,883 +100%
P
158
&Partners
Tennessee
$661K +$661K +3,760 New
CP
159
Creekside Partners
California
$648K +$648K +3,689 New
MFGM
160
Marshall Financial Group (Maryland)
Maryland
$618K – – –
CAM
161
Cozad Asset Management
Illinois
$616K +$43.8K +249 +8%
RA
162
Rodgers & Associates
Pennsylvania
$610K – – –
WB
163
West Bancorporation
Iowa
$606K – – –
SWM
164
Silverlake Wealth Management
Vermont
$590K – – –
1WM
165
1900 Wealth Management
Texas
$590K -$26.2K -149 -4%
WIP
166
WealthCare Investment Partners
Rhode Island
$589K +$589K +3,349 New
HWA
167
Heritage Wealth Advisors
Virginia
$588K – – –
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$581K -$1.83M -10,387 -76%
CPRC
169
Consolidated Portfolio Review Corp
New York
$572K +$32.5K +185 +6%
SI
170
Stephens Inc
Arkansas
$565K – – –
CIBC World Market
171
CIBC World Market
Ontario, Canada
$561K +$97.5K +555 +21%
CFD
172
Creative Financial Designs
Indiana
$553K +$14.8K +84 +3%
MFG
173
Magnus Financial Group
New York
$542K – – –
AWM
174
AE Wealth Management
Kansas
$541K +$61.2K +348 +13%
AI
175
Atria Investments
North Carolina
$539K +$539K +3,066 New
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7
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