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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
$32.9M
2
AAS
Avantax Advisory Services
Texas
$62.9M
3
LPL Financial
LPL Financial
California
$107M
4
TFG
Tull Financial Group
Virginia
$11.6M
5
Morgan Stanley
Morgan Stanley
New York
$195M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AE Wealth Management
Kansas
$566K -$3.88K -21 -0.7%
CFD
202
Creative Financial Designs
Indiana
$562K -$138K -746 -20%
1WM
203
1900 Wealth Management
Texas
$556K +$5.9K +32 +1%
SWA
204
Sightline Wealth Advisors
Connecticut
$554K – – –
AIA
205
Arbor Investment Advisors
North Carolina
$551K -$15.9K -86 -3%
BMM
206
Berkshire Money Management
Massachusetts
$525K +$525K +2,848 New
RC
207
Roundview Capital
New Jersey
$523K – – –
SWM
208
Silverlake Wealth Management
Vermont
$508K -$100K -542 -16%
MCM
209
MAI Capital Management
Ohio
$508K +$1.66K +9 +0.3%
AIC
210
Archer Investment Corporation
Indiana
$496K +$123K +669 +33%
ACA
211
Affinity Capital Advisors
California
$489K – – –
VCP
212
Verus Capital Partners
Arizona
$479K -$72.1K -391 -13%
WWM
213
Western Wealth Management
Colorado
$476K -$17K -92 -3%
CWS
214
Confluence Wealth Services
Pennsylvania
$472K -$3.99K -21 -0.8%
NAS
215
Nicolet Advisory Services
Wisconsin
$463K +$15.5K +85 +3%
PFG
216
Pinnacle Financial Group
Illinois
$461K – – –
BIA
217
BHK Investment Advisors
Alabama
$461K – – –
MIM
218
Marshall Investment Management
Colorado
$456K +$456K +2,390 New
SS
219
SBI Securities
Japan
$451K +$451K +2,447 New
BA
220
Bristlecone Advisors
Washington
$448K – – –
OWM
221
OneAscent Wealth Management
Alabama
$447K -$59.7K -323 -12%
Vanguard Group
222
Vanguard Group
Pennsylvania
$441K +$43.7K +237 +11%
CCB
223
Cutter & Co Brokerage
Missouri
$429K -$10.3K -56 -2%
PAS
224
Park Avenue Securities
New York
$424K +$62.9K +341 +17%
RFP
225
Root Financial Partners
California
$423K +$423K +2,294 New
7 8
9
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