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Vanguard S&P 500 Value ETF

81 hedge funds and large institutions have $419M invested in Vanguard S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
26
Reduced
20
Closed
7
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 -$29.9M -283,358 -18%
CWM
2
Connecticut Wealth Management
Connecticut
$53.9M +$3.72M +36,062 +7%
CCP
3
Corient Capital Partners
California
$51.6M +$114K +1,079 +0.2%
UBS Group
4
UBS Group
Switzerland
$32.3M +$4.59M +43,496 +17%
LPL Financial
5
LPL Financial
California
$30.3M -$26.6M -252,346 -47%
LFS
6
Lutz Financial Services
Nebraska
$19.9M -$1.59M -15,065 -7%
Morgan Stanley
7
Morgan Stanley
New York
$15.8M -$182K -1,726 -1%
SCM
8
Stordahl Capital Management
Colorado
$13.1M +$259K +2,458 +2%
Wells Fargo
9
Wells Fargo
California
$8.54M -$836K -7,930 -9%
AWM
10
Altium Wealth Management
New York
$5.48M +$421K +3,995 +8%
AWM
11
Avior Wealth Management
Nebraska
$4.84M +$120K +1,140 +3%
TFF
12
The Family Firm
Maryland
$4.07M +$194K +1,839 +5%
Jane Street
13
Jane Street
New York
$3.82M -$200K -1,893 -5%
PFM
14
Phillips Financial Management
Indiana
$3.66M +$281K +2,689 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.66M +$209K +1,978 +9%
Goldman Sachs
16
Goldman Sachs
New York
$2.66M -$6.85K -65 -0.3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.49M +$2.49M +23,641 New
Ameriprise
18
Ameriprise
Minnesota
$2.21M +$783K +7,470 +55%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.17M -$51.5K -488 -2%
CA
20
Cetera Advisors
Colorado
$1.77M +$1.77M +16,814 New
RJA
21
Raymond James & Associates
Florida
$1.35M +$301K +2,857 +29%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.23M +$52.1K +494 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.23M +$383K +3,630 +45%
HFS
24
HL Financial Services
Kentucky
$1.08M +$1.08M +10,238 New
LFAS
25
Level Four Advisory Services
Texas
$1.04M -$118K -1,119 -10%