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Vanguard S&P 500 Value ETF

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
Net Calls
+$655K
Net Calls Change
-$787K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
176
Western Wealth Management
Colorado
$474K +$8.23K +49 +2%
RBFC
177
Roman Butler Fullerton & Co
Missouri
$468K +$468K +2,775 New
ACA
178
Affinity Capital Advisors
California
$445K
IWC
179
Integrated Wealth Concepts
Massachusetts
$435K -$9.57K -57 -2%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$423K -$116K -693 -22%
PFG
181
Pinnacle Financial Group
Illinois
$420K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$416K -$2.52K -15 -0.6%
NAS
183
Nicolet Advisory Services
Wisconsin
$414K +$3.53K +21 +0.9%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$411K -$14.8K -88 -3%
RC
185
Roundview Capital
New Jersey
$407K
MCM
186
MAI Capital Management
Ohio
$400K
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$386K +$63.5K +378 +20%
PAS
188
Park Avenue Securities
New York
$384K +$12.8K +76 +3%
Northern Trust
189
Northern Trust
Illinois
$370K -$8.57K -51 -2%
OC
190
Oppenheimer & Co
New York
$365K -$48K -286 -12%
PAG
191
Private Advisory Group
Washington
$364K -$24.9K -148 -6%
LA
192
Lynch & Associates
Indiana
$362K
SDAM
193
Shulman DeMeo Asset Management
New York
$356K +$3.53K +21 +1%
CS
194
Credit Suisse
Switzerland
$353K
AIC
195
Archer Investment Corporation
Indiana
$352K
WAM
196
Walker Asset Management
Missouri
$352K
KPWS
197
Kestra Private Wealth Services
Texas
$348K -$237K -1,412 -41%
CWS
198
Confluence Wealth Services
Pennsylvania
$347K +$23.9K +142 +7%
CWA
199
CM Wealth Advisors
Ohio
$338K
CB
200
Cadence Bank
Mississippi
$336K