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Vanguard S&P 500 Value ETF

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPI
176
Santori & Peters Inc
Pennsylvania
$749K -$25.6K -139 -3%
PS
177
Principal Securities
Iowa
$747K +$17.5K +95 +2%
MCA
178
Magnolia Capital Advisors
Mississippi
$733K +$733K +3,975 New
AA
179
Advisory Alpha
Michigan
$733K +$1.66K +9 +0.2%
IAA
180
Independent Advisor Alliance
North Carolina
$723K +$723K +3,917 New
CWM
181
Centurion Wealth Management
Virginia
$719K -$6.83K -37 -0.9%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$709K +$93.2K +505 +15%
C
183
Certuity
Florida
$692K -$184K -998 -21%
VWM
184
Verus Wealth Management
Wisconsin
$671K +$671K +3,639 New
SI
185
Stephens Inc
Arkansas
$667K +$55.4K +300 +9%
CP
186
Creekside Partners
California
$666K -$45.2K -245 -6%
SAM
187
Smartleaf Asset Management
Massachusetts
$643K -$4.79K -26 -0.7%
MFGM
188
Marshall Financial Group (Maryland)
Maryland
$641K -$9.78K -53 -2%
CAM
189
Cozad Asset Management
Illinois
$637K -$9.96K -54 -2%
WB
190
West Bancorporation
Iowa
$637K
CA
191
CoreCap Advisors
Michigan
$636K +$93.2K +505 +17%
CPRC
192
Consolidated Portfolio Review Corp
New York
$630K -$2.58K -14 -0.4%
HWA
193
Heritage Wealth Advisors
Virginia
$626K +$5.54K +30 +0.9%
MCM
194
MidAtlantic Capital Management
Virginia
$625K
WIP
195
WealthCare Investment Partners
Rhode Island
$615K
PB
196
Pinnacle Bancorp
Nebraska
$606K
MFG
197
Magnus Financial Group
New York
$578K +$6.27K +34 +1%
AWE
198
Avidian Wealth Enterprises
Texas
$577K +$6.46K +35 +1%
SDAM
199
Shulman DeMeo Asset Management
New York
$575K +$6.27K +34 +1%
IWC
200
Integrated Wealth Concepts
Massachusetts
$568K +$25.6K +139 +5%