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Vanguard S&P 500 Value ETF

31 hedge funds and large institutions have $125M invested in Vanguard S&P 500 Value ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.6M 606,533 +120,234 +25%
LPL Financial
2
LPL Financial
California
$19.3M 225,568 +168,850 +298%
UBS Group
3
UBS Group
Switzerland
$14.2M 163,245 -799 -0.5%
Wells Fargo
4
Wells Fargo
California
$11.8M 136,267 +16,910 +14%
Morgan Stanley
5
Morgan Stanley
New York
$5.05M 58,208 +14,732 +34%
AWM
6
Avior Wealth Management
Nebraska
$3.02M 34,864 +29,727 +579%
PFM
7
Phillips Financial Management
Indiana
$2.79M 32,149 +131 +0.4%
TFF
8
The Family Firm
Maryland
$2.77M 31,977 +131 +0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.82M 21,000 +17,835 +564%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.45M 16,747 -110 -0.7%
PAG
11
Private Advisor Group
New Jersey
$1.25M 14,447 +987 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.14M 13,147 +13,147 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.08M 12,483 +1,898 +18%
Ameriprise
14
Ameriprise
Minnesota
$907K 10,459 -804 -7%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$884K 10,196 -6,040 -37%
WPP
16
Whalerock Point Partners
Rhode Island
$844K 9,745 +385 +4%
US Bancorp
17
US Bancorp
Minnesota
$773K 8,914
RJFSA
18
Raymond James Financial Services Advisors
Florida
$701K 8,088 +8,088 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$594K 6,847 +149 +2%
Vanguard Group
20
Vanguard Group
Pennsylvania
$279K 3,219 +273 +9%
SI
21
Stephens Inc
Arkansas
$264K 3,043 -2,792 -48%
MCP
22
Mirador Capital Partners
California
$264K 3,048 +3,048 New
SF
23
Synovus Financial
Georgia
$231K 2,665 +2,665 New
SG Americas Securities
24
SG Americas Securities
New York
$173K 1,993 -12,554 -86%
MFS
25
MSI Financial Services
Massachusetts
$136K 1,571 +1,258 +402%