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Vanguard S&P 500 Value ETF

245 hedge funds and large institutions have $1.29B invested in Vanguard S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
28
Increased
77
Reduced
57
Closed
33
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
176
Old Mission Capital
Illinois
$223K +$223K +1,800 New
OC
177
Oppenheimer & Co
New York
$210K -$22.1K -178 -10%
SMC
178
Smith, Moore & Co
Missouri
$210K
PCS
179
Personal CFO Solutions
New Jersey
$210K +$210K +1,694 New
NAS
180
Nicolet Advisory Services
Wisconsin
$207K -$24.8K -197 -11%
SAM
181
Secure Asset Management
Michigan
$204K -$273K -2,201 -57%
BCA
182
Bay Colony Advisors
Massachusetts
$203K
BAM
183
Belpointe Asset Management
Nevada
$187K +$497 +4 +0.3%
APA
184
American Portfolios Advisors
New York
$177K +$30.5K +246 +21%
RDFA
185
Ritter Daniher Financial Advisory
Ohio
$175K +$175K +1,410 New
PPWM
186
PFG Private Wealth Management
Florida
$170K +$96.1K +773 +130%
RIA
187
Realta Investment Advisors
Delaware
$142K +$142K +1,146 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$133K
PB
189
Pinnacle Bancorp
Nebraska
$131K
PCFFS
190
Pacific Center for Financial Services
California
$126K
CFD
191
Creative Financial Designs
Indiana
$125K +$95.2K +765 +320%
PTC
192
Private Trust Company
Ohio
$118K
BONH
193
Bank of New Hampshire
New Hampshire
$115K +$12.2K +98 +12%
VCM
194
Versant Capital Management
Arizona
$108K
HGERS
195
Householder Group Estate & Retirement Specialist
Arizona
$99K +$99K +800 New
First Manhattan
196
First Manhattan
New York
$97K
AF
197
Advisornet Financial
Minnesota
$94K -$24K -193 -20%
TFS
198
TrustCore Financial Services
Tennessee
$93K
LB
199
Legacy Bridge
Iowa
$91K
FCA
200
FinTrust Capital Advisors
South Carolina
$87K