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Vanguard S&P 500 Value ETF
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Overview Fund Activity

76 hedge funds and large institutions have $484M invested in Vanguard S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+14
Holders Change %
+22.58%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
21
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFS
1
Lutz Financial Services
Nebraska
$22.4M
2
SCM
2
Stordahl Capital Management
Colorado
$13.4M
3
Bank of America
3
Bank of America
North Carolina
$173M
4
AWM
4
Altium Wealth Management
New York
$5.28M
5
Jane Street
5
Jane Street
New York
$4.19M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$59.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$173M 1,571,211 +108,484 +7%
LPL Financial
2
LPL Financial
California
$59.4M 539,775 -32,824 -6%
CWM
3
Connecticut Wealth Management
Connecticut
$54.6M 486,956 +15,090 +3%
CCP
4
Corient Capital Partners
California
$53.7M 488,453 +23,690 +5%
UBS Group
5
UBS Group
Switzerland
$28.9M 262,800 +2,492 +1%
LFS
6
Lutz Financial Services
Nebraska
$22.4M 203,949 +203,949 New
Morgan Stanley
7
Morgan Stanley
New York
$16.7M 151,906 -23,362 -13%
SCM
8
Stordahl Capital Management
Colorado
$13.4M 121,817 +121,817 New
Wells Fargo
9
Wells Fargo
California
$9.77M 88,878 -2,814 -3%
AWM
10
Altium Wealth Management
New York
$5.28M 48,000 +48,000 New
AWM
11
Avior Wealth Management
Nebraska
$4.92M 44,765 -375 -0.8%
Jane Street
12
Jane Street
New York
$4.19M 38,070 +33,083 +663%
TFF
13
The Family Firm
Maryland
$4.04M 36,708 +3,813 +12%
PFM
14
Phillips Financial Management
Indiana
$3.63M 32,363 -547 -2%
Goldman Sachs
15
Goldman Sachs
New York
$2.78M 25,252 -14,656 -37%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.56M 23,264 -1,606 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.32M 21,092 +2,678 +15%
PAG
18
Private Advisor Group
New Jersey
$1.57M 14,009 -5,260 -27%
Ameriprise
19
Ameriprise
Minnesota
$1.48M 13,575 +3,047 +29%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.23M 11,175 +1,319 +13%
LFAS
21
Level Four Advisory Services
Texas
$1.2M 10,945 – –
RJA
22
Raymond James & Associates
Florida
$1.1M 9,965 -7,014 -41%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.03M 9,344 +9,344 New
KeyBank National Association
24
KeyBank National Association
Ohio
$1M 9,116 -519 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$884K 8,035 -1,185 -13%
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