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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
26
Increased
89
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$409K -$23.4K -150 -5%
NFSG
177
Newbridge Financial Services Group
Florida
$409K -$89.9K -577 -18%
BIA
178
BHK Investment Advisors
Alabama
$389K
PFG
179
Pinnacle Financial Group
Illinois
$389K
RSWM
180
Robertson Stephens Wealth Management
California
$387K
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$385K -$102K -663 -21%
NAS
182
Nicolet Advisory Services
Wisconsin
$385K +$131K +850 +52%
MCM
183
MAI Capital Management
Ohio
$370K -$53.4K -343 -13%
PAG
184
Private Advisory Group
Washington
$363K
Northern Trust
185
Northern Trust
Illinois
$351K -$934 -6 -0.3%
AWA
186
AmeriServ Wealth Advisors
Pennsylvania
$340K -$225K -1,445 -40%
LA
187
Lynch & Associates
Indiana
$336K +$7.79K +50 +2%
CS
188
Credit Suisse
Switzerland
$327K -$156K -1,000 -32%
AIC
189
Archer Investment Corporation
Indiana
$326K +$41.3K +265 +14%
WAM
190
Walker Asset Management
Missouri
$326K
CWA
191
CM Wealth Advisors
Ohio
$323K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$321K -$19.3K -124 -6%
CCB
193
Cutter & Co Brokerage
Missouri
$318K -$7.32K -47 -2%
CB
194
Cadence Bank
Mississippi
$311K
GIA
195
Gladstone Institutional Advisory
Florida
$311K -$18.1K -116 -5%
ACI
196
Alpha Cubed Investments
California
$309K
CBFP
197
Cedar Brook Financial Partners
Ohio
$302K
PWW
198
Pettyjohn Wood & White
Virginia
$297K +$19.5K +125 +7%
WA
199
Wambolt & Associates
Colorado
$288K
CAM
200
Cresset Asset Management
Illinois
$288K +$288K +1,848 New