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Vanguard S&P 500 Value ETF

55 hedge funds and large institutions have $389M invested in Vanguard S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
25
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$136M +$15.2M +151,149 +13%
LPL Financial
2
LPL Financial
California
$67.1M +$13.7M +137,284 +26%
CCP
3
Corient Capital Partners
California
$43.3M +$2.42M +24,135 +6%
CWM
4
Connecticut Wealth Management
Connecticut
$41.6M +$2.13M +21,332 +5%
Wells Fargo
5
Wells Fargo
California
$27.3M +$2.5M +24,896 +10%
UBS Group
6
UBS Group
Switzerland
$21.6M -$68.1K -679 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$14M +$1.45M +14,425 +12%
AWM
8
Avior Wealth Management
Nebraska
$4.28M +$264K +2,629 +7%
TFF
9
The Family Firm
Maryland
$3.27M -$134K -1,339 -4%
PFM
10
Phillips Financial Management
Indiana
$3.23M
Goldman Sachs
11
Goldman Sachs
New York
$2.51M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.75M -$30.8K -307 -2%
PAG
13
Private Advisor Group
New Jersey
$1.69M +$89.3K +896 +6%
CA
14
Cetera Advisors
Colorado
$1.59M +$1.59M +15,895 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.57M -$1.9M -18,949 -55%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.55M +$91.5K +913 +6%
RJA
17
Raymond James & Associates
Florida
$1.44M +$27.2K +271 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.33M +$173K +1,722 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.21M -$110K -1,101 -8%
LFAS
20
Level Four Advisory Services
Texas
$1.06M +$93.7K +940 +10%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.04M +$647K +6,454 +167%
KeyBank National Association
22
KeyBank National Association
Ohio
$977K +$214K +2,136 +28%
US Bancorp
23
US Bancorp
Minnesota
$942K
WPP
24
Whalerock Point Partners
Rhode Island
$826K +$4.81K +48 +0.6%
Ameriprise
25
Ameriprise
Minnesota
$820K +$378K +3,775 +86%