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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.4M
3
LPL Financial
3
LPL Financial
California
$83.6M
4
Bank of America
4
Bank of America
North Carolina
$278M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$335K +$43.3K +258 +15%
AWA
202
Arkadios Wealth Advisors
Georgia
$334K +$22.5K +134 +7%
ACI
203
Alpha Cubed Investments
California
$333K – – –
CCB
204
Cutter & Co Brokerage
Missouri
$331K -$11.9K -71 -3%
HF
205
HRT Financial
New York
$322K +$322K +1,919 New
PWW
206
Pettyjohn Wood & White
Virginia
$320K – – –
CAM
207
Cresset Asset Management
Illinois
$315K +$315K +1,875 New
OPW
208
Oxler Private Wealth
New York
$312K +$3.19K +19 +1%
USCWA
209
U.S. Capital Wealth Advisors
Texas
$306K – – –
CWM
210
Cahaba Wealth Management
Georgia
$305K +$3.02K +18 +1%
AGC
211
Aspen Grove Capital
Colorado
$302K – – –
EAMA
212
EFG Asset Management (Americas)
Florida
$301K – – –
SMC
213
Smith, Moore & Co
Missouri
$294K +$3.02K +18 +1%
GIA
214
Gladstone Institutional Advisory
Florida
$288K -$16.8K -100 -6%
CBFP
215
Cedar Brook Financial Partners
Ohio
$281K +$1.84K +11 +0.7%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$277K +$85.8K +511 +45%
IA
217
IFG Advisors
Missouri
$275K – – –
ASN
218
Advisory Services Network
Georgia
$274K – – –
AMAL
219
Asset Management Advisors LLC
Oklahoma
$274K – – –
SCM
220
Steele Capital Management
Iowa
$273K +$273K +1,628 New
LWL
221
Leo Wealth LLC
Texas
$270K +$270K +1,608 New
FPAS
222
Focus Partners Advisor Solutions
Missouri
$270K +$2.35K +14 +0.9%
CCWM
223
Cassaday & Co Wealth Management
Virginia
$266K – – –
Vanguard Group
224
Vanguard Group
Pennsylvania
$264K +$264K +1,574 New
Bank of New York Mellon
225
Bank of New York Mellon
New York
$264K -$504 -3 -0.2%
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