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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Barometer Capital Management
Ontario, Canada
$553K -$242K -1,400 -30%
CFD
177
Creative Financial Designs
Indiana
$553K +$193K +1,069 +54%
SWA
178
Sightline Wealth Advisors
Connecticut
$541K – – –
BSW
179
Buckingham Strategic Wealth
Missouri
$540K – – –
BMM
180
Berkshire Money Management
Massachusetts
$529K +$529K +2,930 New
MCM
181
MidAtlantic Capital Management
Virginia
$509K +$509K +2,820 New
AF
182
Allworth Financial
California
$496K +$490K +2,717 +8,233%
IWC
183
Integrated Wealth Concepts
Massachusetts
$495K +$27.6K +153 +6%
AWM
184
AE Wealth Management
Kansas
$493K -$31.2M -173,145 -98%
WWM
185
Western Wealth Management
Colorado
$490K -$19.7K -109 -4%
RA
186
RFG Advisory
Alabama
$481K -$888K -4,921 -65%
ACA
187
Affinity Capital Advisors
California
$478K – – –
CIBC World Market
188
CIBC World Market
Ontario, Canada
$476K +$34.3K +190 +8%
OWM
189
OneAscent Wealth Management
Alabama
$474K +$474K +2,625 New
PFG
190
Pinnacle Financial Group
Illinois
$451K – – –
BIA
191
BHK Investment Advisors
Alabama
$451K +$451K +2,500 New
NFSG
192
Newbridge Financial Services Group
Florida
$451K -$128K -712 -22%
NAS
193
Nicolet Advisory Services
Wisconsin
$439K – – –
BA
194
Bristlecone Advisors
Washington
$438K +$438K +2,426 New
CCB
195
Cutter & Co Brokerage
Missouri
$438K +$81.7K +453 +23%
RC
196
Roundview Capital
New Jersey
$438K – – –
MCM
197
MAI Capital Management
Ohio
$429K – – –
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$418K -$37K -205 -8%
PAS
199
Park Avenue Securities
New York
$405K -$8.12K -45 -2%
GS
200
GTS Securities
New York
$403K -$1.45M -8,022 -78%
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