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Vanguard S&P 500 Value ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
176
Newbridge Financial Services Group
Florida
$361K -$29.4K -198 -8%
RC
177
Roundview Capital
New Jersey
$361K +$361K +2,425 New
NAS
178
Nicolet Advisory Services
Wisconsin
$358K -$7.19K -49 -2%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$358K -$14.2K -95 -4%
MOS
180
MGO One Seven
Ohio
$356K -$360K -2,422 -50%
MCM
181
MAI Capital Management
Ohio
$354K – – –
PAG
182
Private Advisory Group
Washington
$345K -$1.93K -13 -0.6%
TC
183
TownSquare Capital
Utah
$342K -$326K -2,194 -49%
Northern Trust
184
Northern Trust
Illinois
$335K -$743 -5 -0.2%
PAS
185
Park Avenue Securities
New York
$329K +$329K +2,213 New
AWA
186
AmeriServ Wealth Advisors
Pennsylvania
$325K – – –
LA
187
Lynch & Associates
Indiana
$320K – – –
CWA
188
CM Wealth Advisors
Ohio
$314K – – –
SDAM
189
Shulman DeMeo Asset Management
New York
$312K +$312K +2,101 New
CS
190
Credit Suisse
Switzerland
$312K – – –
AIC
191
Archer Investment Corporation
Indiana
$311K – – –
WAM
192
Walker Asset Management
Missouri
$311K – – –
CCB
193
Cutter & Co Brokerage
Missouri
$304K +$297 +2 +0.1%
CB
194
Cadence Bank
Mississippi
$297K – – –
ACI
195
Alpha Cubed Investments
California
$295K – – –
CWS
196
Confluence Wealth Services
Pennsylvania
$286K +$13.1K +88 +5%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$285K +$285K +1,918 New
PWW
198
Pettyjohn Wood & White
Virginia
$283K – – –
AWA
199
Arkadios Wealth Advisors
Georgia
$276K +$276K +1,856 New
OPW
200
Oxler Private Wealth
New York
$273K +$1.19K +8 +0.4%
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8
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