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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
176
Shulman DeMeo Asset Management
New York
$539K +$164K +932 +44%
AIA
177
Arbor Investment Advisors
North Carolina
$538K -$871K -4,958 -62%
SWA
178
Sightline Wealth Advisors
Connecticut
$527K – – –
BSW
179
Buckingham Strategic Wealth
Missouri
$526K – – –
PFS
180
Prospera Financial Services
Texas
$518K +$518K +2,947 New
AF
181
Allworth Financial
California
$506K +$8.5K +47 +2%
Northern Trust
182
Northern Trust
Illinois
$497K +$116K +660 +30%
MCM
183
MidAtlantic Capital Management
Virginia
$496K – – –
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$494K +$494K +2,810 New
VCP
185
Verus Capital Partners
Arizona
$487K +$283K +1,612 +139%
MCM
186
MAI Capital Management
Ohio
$479K +$60.6K +345 +15%
WWM
187
Western Wealth Management
Colorado
$468K -$8.61K -49 -2%
ACA
188
Affinity Capital Advisors
California
$466K – – –
IWC
189
Integrated Wealth Concepts
Massachusetts
$461K -$21.3K -121 -4%
SAG
190
SageView Advisory Group
California
$440K +$440K +2,502 New
BIA
191
BHK Investment Advisors
Alabama
$439K – – –
PFG
192
Pinnacle Financial Group
Illinois
$439K – – –
NAS
193
Nicolet Advisory Services
Wisconsin
$437K – – –
BA
194
Bristlecone Advisors
Washington
$426K – – –
CCB
195
Cutter & Co Brokerage
Missouri
$426K – – –
RC
196
Roundview Capital
New Jersey
$426K – – –
RA
197
RFG Advisory
Alabama
$423K -$45.5K -259 -10%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$399K +$399K +2,272 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$390K +$11.4K +65 +3%
CWS
200
Confluence Wealth Services
Pennsylvania
$388K +$10.5K +60 +3%
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8
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