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Vanguard S&P 500 Value ETF

245 hedge funds and large institutions have $1.29B invested in Vanguard S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
28
Increased
77
Reduced
57
Closed
33
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Shares
Change %
Amundi
201
Amundi
France
$86K
ADL
202
Asset Dedication LLC
California
$84K +$84K +676 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$83K
HWA
204
Heritage Wealth Advisors
Virginia
$77.7K
BLC
205
Brown, Lisle/Cummings
Rhode Island
$75.7K
Citigroup
206
Citigroup
New York
$61K -$182K -1,466 -75%
SWM
207
Spire Wealth Management
Virginia
$53K -$57.1K -463 -52%
CAL
208
Capital Advisors Ltd
Ohio
$53K
HI
209
Harbour Investments
Wisconsin
$51K
TPCW
210
TD Private Client Wealth
New York
$50.9K
CFGS
211
Concourse Financial Group Securities
Alabama
$49K
LFG
212
Larson Financial Group
Missouri
$48K
TSWM
213
Tyler-Stone Wealth Management
Ohio
$43K
IA
214
IFP Advisors
Florida
$43K +$40.7K +373 +1,776%
AWM
215
Accel Wealth Management
Iowa
$38K
SWM
216
Selective Wealth Management
Virginia
$37K -$16.4K -132 -31%
AA
217
Addison Advisors
Vermont
$33K
GRP
218
Global Retirement Partners
California
$33K +$33K +240 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$31K +$24.9K +203 +406%
GI
220
Gradient Investments
Minnesota
$29K +$29K +235 New
JWM
221
Janiczek Wealth Management
Colorado
$28K
BHWM
222
Beaird Harris Wealth Management
Texas
$24K -$18.9K -150 -44%
FIA
223
FNY Investment Advisers
New York
$24K +$24K +200 New
GEA
224
Glen Eagle Advisors
New Jersey
$20.1K
S
225
SignatureFD
Georgia
$20K