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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
+$20.6M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
AAS
Avantax Advisory Services
Texas
+$8.12M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$6.42M
5
KAS
Kestra Advisory Services
Texas
+$5.81M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
-$21.6M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
PIA
Petredis Investment Advisors
Pennsylvania
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
201
Pettyjohn Wood & White
Virginia
$384K +$17.6K +100 +5%
PAS
202
Park Avenue Securities
New York
$384K -$10.9K -62 -3%
KPWS
203
Kestra Private Wealth Services
Texas
$369K +$2.11K +12 +0.6%
WAM
204
Walker Asset Management
Missouri
$368K – – –
AIC
205
Archer Investment Corporation
Indiana
$364K – – –
CWA
206
CM Wealth Advisors
Ohio
$356K – – –
ACI
207
Alpha Cubed Investments
California
$355K -$5.63K -32 -2%
CB
208
Cadence Bank
Mississippi
$352K – – –
ASN
209
Advisory Services Network
Georgia
$346K – – –
NFSG
210
Newbridge Financial Services Group
Florida
$340K -$99.2K -564 -23%
SEIA
211
Signature Estate & Investment Advisors
California
$338K +$338K +1,925 New
BIM
212
Bridges Investment Management
Nebraska
$337K +$337K +1,920 New
Vanguard Group
213
Vanguard Group
Pennsylvania
$336K +$17.8K +101 +6%
OPW
214
Oxler Private Wealth
New York
$328K – – –
LA
215
Lynch & Associates
Indiana
$325K -$53.6K -305 -14%
CWM
216
Cahaba Wealth Management
Georgia
$320K – – –
USCWA
217
U.S. Capital Wealth Advisors
Texas
$320K – – –
Calamos Advisors
218
Calamos Advisors
Illinois
$319K – – –
FPAS
219
Focus Partners Advisor Solutions
Missouri
$311K +$27.4K +156 +10%
GIA
220
Gladstone Institutional Advisory
Florida
$311K +$9.32K +53 +3%
SMC
221
Smith, Moore & Co
Missouri
$309K – – –
RWA
222
Roberts Wealth Advisors
California
$298K +$10.5K +60 +4%
HA
223
Hanover Advisors
South Carolina
$297K – – –
LWL
224
Leo Wealth LLC
Texas
$291K +$6.15K +35 +2%
SCM
225
Steele Capital Management
Iowa
$289K – – –
7 8
9
10 11