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Vanguard S&P 500 Value ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
201
U.S. Capital Wealth Advisors
Texas
$271K – – –
GIA
202
Gladstone Institutional Advisory
Florida
$270K -$26.8K -180 -9%
AGC
203
Aspen Grove Capital
Colorado
$269K – – –
CWM
204
Cahaba Wealth Management
Georgia
$267K +$1.19K +8 +0.4%
EAMA
205
EFG Asset Management (Americas)
Florida
$267K – – –
CFD
206
Creative Financial Designs
Indiana
$258K – – –
SMC
207
Smith, Moore & Co
Missouri
$258K +$1.04K +7 +0.4%
CBFP
208
Cedar Brook Financial Partners
Ohio
$248K -$40.6K -273 -14%
IA
209
IFG Advisors
Missouri
$243K – – –
ASN
210
Advisory Services Network
Georgia
$243K – – –
AMAL
211
Asset Management Advisors LLC
Oklahoma
$242K – – –
WA
212
Wambolt & Associates
Colorado
$239K -$34.4K -233 -13%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$237K +$892 +6 +0.4%
CCWM
214
Cassaday & Co Wealth Management
Virginia
$236K – – –
Bank of New York Mellon
215
Bank of New York Mellon
New York
$234K +$595 +4 +0.3%
WA
216
Waverly Advisors
Alabama
$228K +$2.53K +17 +1%
SS
217
Sunbelt Securities
Texas
$227K – – –
MWM
218
Meridian Wealth Management
Kentucky
$225K +$446 +3 +0.2%
WMA
219
Wealth Management Associates
New Jersey
$221K – – –
EPP
220
ETF Portfolio Partners
Kansas
$218K +$1.34K +9 +0.6%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$211K -$25K -168 -11%
VCP
222
Verus Capital Partners
Arizona
$206K +$744 +5 +0.4%
CPRC
223
Consolidated Portfolio Review Corp
New York
$206K +$206K +1,385 New
FNT
224
First National Trust
Pennsylvania
$204K +$204K +1,375 New
KAS
225
KPP Advisory Services
Kentucky
$203K +$203K +1,362 New
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9
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