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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
Ameriprise
Minnesota
$48.1M
3
UBS Group
UBS Group
Switzerland
$82.7M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24M
5
CG
Caprock Group
Idaho
$3.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$250K – – –
ASN
202
Advisory Services Network
Georgia
$249K -$2.49K -17 -1%
IA
203
IFG Advisors
Missouri
$240K – – –
NAS
204
Nicolet Advisory Services
Wisconsin
$240K – – –
AMAL
205
Asset Management Advisors LLC
Oklahoma
$239K +$28.2K +192 +13%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$236K +$12.6K +86 +6%
CCWM
207
Cassaday & Co Wealth Management
Virginia
$233K – – –
SCA
208
Snowden Capital Advisors
New York
$232K – – –
Bank of New York Mellon
209
Bank of New York Mellon
New York
$230K – – –
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$228K +$228K +1,552 New
EPP
211
ETF Portfolio Partners
Kansas
$226K +$226K +1,539 New
ECM
212
Evergreen Capital Management
Washington
$225K – – –
WFA
213
Websterrogers Financial Advisors
South Carolina
$224K – – –
MWM
214
Meridian Wealth Management
Kentucky
$222K +$440 +3 +0.2%
SS
215
Sunbelt Securities
Texas
$221K – – –
BAM
216
Belpointe Asset Management
Nevada
$221K – – –
WMA
217
Wealth Management Associates
New Jersey
$218K – – –
CRC
218
Curi RMB Capital
Illinois
$214K – – –
SCI
219
Stableford Capital II
Arizona
$210K +$210K +1,500 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$203K +$2.79K +19 +1%
VCP
221
Verus Capital Partners
Arizona
$203K +$203K +1,381 New
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$191K -$8.66K -59 -4%
BCM
223
Barometer Capital Management
Ontario, Canada
$176K +$176K +1,200 New
PPWM
224
PFG Private Wealth Management
Florida
$164K -$36.8K -251 -18%
PB
225
Pinnacle Bancorp
Nebraska
$153K +$14.2K +97 +10%
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9
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