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Vanguard S&P 500 Value ETF

57 hedge funds and large institutions have $424M invested in Vanguard S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
23
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$156M 1,546,154 +185,991 +14%
LPL Financial
2
LPL Financial
California
$72.7M 718,777 +48,051 +7%
CWM
3
Connecticut Wealth Management
Connecticut
$45.5M 450,571 +32,958 +8%
CCP
4
Corient Capital Partners
California
$44.7M 442,089 +10,323 +2%
UBS Group
5
UBS Group
Switzerland
$25.4M 250,732 +35,032 +16%
Wells Fargo
6
Wells Fargo
California
$21.2M 209,479 -63,095 -23%
Morgan Stanley
7
Morgan Stanley
New York
$16.5M 163,385 +23,741 +17%
AWM
8
Avior Wealth Management
Nebraska
$4.37M 43,226 +550 +1%
Goldman Sachs
9
Goldman Sachs
New York
$4.04M 39,960 +14,960 +60%
PFM
10
Phillips Financial Management
Indiana
$3.39M 33,047 +443 +1%
TFF
11
The Family Firm
Maryland
$3.26M 32,243 -405 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.25M 22,268 +6,623 +42%
PAG
13
Private Advisor Group
New Jersey
$1.88M 18,571 +1,583 +9%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.78M 17,575 +127 +0.7%
RJA
15
Raymond James & Associates
Florida
$1.61M 15,931 +1,553 +11%
CA
16
Cetera Advisors
Colorado
$1.61M 15,894 -1 -0%
Jane Street
17
Jane Street
New York
$1.61M 15,864 +15,864 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.57M 15,487 +46 +0.3%
BSW
19
Buckingham Strategic Wealth
Missouri
$1.27M 12,556 +12,556 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.09M 10,814 -1,227 -10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.07M 10,556 -2,700 -20%
LFAS
22
Level Four Advisory Services
Texas
$1.06M 10,640
Ameriprise
23
Ameriprise
Minnesota
$998K 9,861 +1,678 +21%
KeyBank National Association
24
KeyBank National Association
Ohio
$981K 9,700 -40 -0.4%
US Bancorp
25
US Bancorp
Minnesota
$950K 9,394