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Vanguard S&P 500 Value ETF
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Overview Fund Activity

100 hedge funds and large institutions have $478M invested in Vanguard S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
22
Increased
37
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$23.2M
2
AWM
Altium Wealth Management
New York
+$14M
3
Morgan Stanley
Morgan Stanley
New York
+$12.6M
4
UBS Group
UBS Group
Switzerland
+$8.03M
5
ACM
Argent Capital Management
Missouri
+$2.67M

Top Sellers

1
CCP
Corient Capital Partners
California
-$4.64M
2
CWM
Cornerstone Wealth Management
Missouri
-$4.62M
3
Jane Street
Jane Street
New York
-$2.81M
4
LFS
Lutz Financial Services
Nebraska
-$1.79M
5
PPA
Parametric Portfolio Associates
Washington
-$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$159M +$23.2M +237,520 +17%
CWM
2
Connecticut Wealth Management
Connecticut
$53.2M +$378K +3,872 +0.7%
CCP
3
Corient Capital Partners
California
$41M -$4.64M -47,559 -10%
UBS Group
4
UBS Group
Switzerland
$40.4M +$8.03M +82,348 +25%
LPL Financial
5
LPL Financial
California
$28.8M +$831K +8,518 +3%
Morgan Stanley
6
Morgan Stanley
New York
$27.2M +$12.6M +129,203 +87%
AWM
7
Altium Wealth Management
New York
$18.5M +$14M +143,007 +304%
LFS
8
Lutz Financial Services
Nebraska
$17.4M -$1.79M -18,395 -9%
SCM
9
Stordahl Capital Management
Colorado
$13.2M -$122K -1,252 -0.9%
Wells Fargo
10
Wells Fargo
California
$7.28M +$346K +3,544 +5%
AWM
11
Avior Wealth Management
Nebraska
$5.05M +$166K +1,701 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.49M +$1.86M +19,085 +71%
PAG
13
Private Advisor Group
New Jersey
$3.75M +$699K +7,164 +23%
TFF
14
The Family Firm
Maryland
$3.65M +$30K +308 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$3.45M +$1.23M +12,582 +55%
PFM
16
Phillips Financial Management
Indiana
$3.44M +$174K +1,784 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.83M +$1.75M +17,939 +162%
Goldman Sachs
18
Goldman Sachs
New York
$2.8M +$350K +3,592 +14%
ACM
19
Argent Capital Management
Missouri
$2.67M +$2.67M +27,400 New
KeyBank National Association
20
KeyBank National Association
Ohio
$2.42M +$81.5K +835 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.36M -$397K -4,067 -14%
PPA
22
Parametric Portfolio Associates
Washington
$2.32M -$1.38M -14,149 -37%
Stifel Financial
23
Stifel Financial
Missouri
$2.23M +$1.09M +11,196 +96%
FA
24
FCG Advisors
New Jersey
$1.86M +$1.86M +19,093 New
RJA
25
Raymond James & Associates
Florida
$1.81M +$50.4K +517 +3%
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