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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
2
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
3
LPL Financial
California
$107M
4
TFG
4
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Beaumont Asset Management
Texas
$1.06M -$7.38K -40 -0.7%
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$1.05M +$32.3K +175 +3%
RIA
153
Regal Investment Advisors
Michigan
$1.01M +$170K +921 +20%
FWA
154
Flagship Wealth Advisors
Massachusetts
$992K +$992K +5,377 New
BHWM
155
Beaird Harris Wealth Management
Texas
$985K -$67K -363 -6%
VP
156
Verum Partners
North Carolina
$981K -$300K -1,626 -23%
BFP
157
Beacon Financial Planning
Massachusetts
$978K +$603K +3,267 +161%
CAWM
158
Capital Advisors Wealth Management
Washington
$976K +$10.7K +58 +1%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$960K -$11.4K -62 -1%
SFS
160
Security Financial Services
Indiana
$955K +$955K +5,175 New
JWCA
161
J.W. Cole Advisors
Florida
$945K +$26.4K +143 +3%
DAS
162
Diversify Advisory Services
Utah
$934K +$934K +5,139 New
DADC
163
D.A. Davidson & Co
Montana
$922K – – –
Creative Planning
164
Creative Planning
Kansas
$905K +$12.9K +70 +1%
RAS
165
RPS Advisory Solutions
Kentucky
$899K -$26.9K -146 -3%
WPC
166
Wedmont Private Capital
Pennsylvania
$893K -$19.5K -107 -2%
CL
167
Choreo LLC
Illinois
$890K +$738 +4 +0.1%
SWP
168
Stratos Wealth Partners
Ohio
$890K +$2.58K +14 +0.3%
CF
169
Centaurus Financial
California
$889K +$3.69K +20 +0.4%
SCM
170
SCS Capital Management
Massachusetts
$883K – – –
TFA
171
Tobias Financial Advisors
Florida
$811K – – –
Northern Trust
172
Northern Trust
Illinois
$805K +$28K +152 +4%
FHC
173
First Heartland Consultants
Missouri
$791K +$791K +4,288 New
AI
174
Atria Investments
North Carolina
$785K +$377K +2,044 +92%
NGA
175
Naples Global Advisors
Florida
$784K +$784K +4,247 New
5 6
7
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