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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
26
Increased
89
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
201
Advisory Alpha
Michigan
$287K +$287K +1,845 New
CWS
202
Confluence Wealth Services
Pennsylvania
$286K +$1.4K +9 +0.5%
OPW
203
Oxler Private Wealth
New York
$285K
USCWA
204
U.S. Capital Wealth Advisors
Texas
$284K
AGC
205
Aspen Grove Capital
Colorado
$281K
EAMA
206
EFG Asset Management (Americas)
Florida
$279K
ECI
207
EFG Capital International
Florida
$279K +$279K +1,794 New
CWM
208
Cahaba Wealth Management
Georgia
$279K
SCA
209
Snowden Capital Advisors
New York
$278K +$31.1K +200 +13%
OC
210
Oppenheimer & Co
New York
$276K +$10.3K +66 +4%
CFD
211
Creative Financial Designs
Indiana
$270K +$1.09K +7 +0.4%
SMC
212
Smith, Moore & Co
Missouri
$269K
IA
213
IFG Advisors
Missouri
$255K
ASN
214
Advisory Services Network
Georgia
$254K -$10.3K -66 -4%
AMAL
215
Asset Management Advisors LLC
Oklahoma
$254K
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$247K -$184K -1,179 -43%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$247K -$3.43K -22 -1%
CCWM
218
Cassaday & Co Wealth Management
Virginia
$247K
Bank of New York Mellon
219
Bank of New York Mellon
New York
$245K
SS
220
Sunbelt Securities
Texas
$238K
WA
221
Waverly Advisors
Alabama
$237K +$237K +1,519 New
MWM
222
Meridian Wealth Management
Kentucky
$236K
WMA
223
Wealth Management Associates
New Jersey
$231K
EPP
224
ETF Portfolio Partners
Kansas
$226K -$13.2K -85 -6%
VCP
225
Verus Capital Partners
Arizona
$215K +$156 +1 +0.1%