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Vanguard S&P 500 Value ETF

111 hedge funds and large institutions have $551M invested in Vanguard S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
15
Increased
33
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$152M 1,349,949 -6,374 -0.5%
CWM
2
Connecticut Wealth Management
Connecticut
$65.2M 579,884 +10,633 +2%
UBS Group
3
UBS Group
Switzerland
$48.3M 430,028 +13,579 +3%
CCP
4
Corient Capital Partners
California
$44M 391,028 -21,979 -5%
LPL Financial
5
LPL Financial
California
$29M 258,176 -27,046 -9%
Morgan Stanley
6
Morgan Stanley
New York
$28.1M 249,632 +73 +0%
BCA
7
Biltmore Capital Advisors
New Jersey
$25.6M 227,863 +4,690 +2%
AWM
8
Altium Wealth Management
New York
$21.1M 187,266 -3,681 -2%
LFS
9
Lutz Financial Services
Nebraska
$18.8M 166,866 -3,232 -2%
SCM
10
Stordahl Capital Management
Colorado
$16.8M 146,638 +6,289 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.8M 96,317 +20,435 +27%
Wells Fargo
12
Wells Fargo
California
$9.82M 87,348 +7,340 +9%
AWM
13
Avior Wealth Management
Nebraska
$5.82M 51,814 -91 -0.2%
PAG
14
Private Advisor Group
New Jersey
$5.22M 46,389 +4,720 +11%
AG
15
Advisor Group
Arizona
$4.72M 41,952 +18,895 +82%
TFF
16
The Family Firm
Maryland
$3.99M 35,458 -251 -0.7%
PFM
17
Phillips Financial Management
Indiana
$3.79M 33,478 +996 +3%
PPA
18
Parametric Portfolio Associates
Washington
$3.54M 31,452 -2,659 -8%
Ameriprise
19
Ameriprise
Minnesota
$3.49M 31,054 +218 +0.7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.36M 29,905 +5,727 +24%
FA
21
FCG Advisors
New Jersey
$3M 26,670 +1,639 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.56M 22,772 -133 -0.6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.37M 21,069 -469 -2%
B
24
Bridgeworth
Alabama
$2.13M 18,942 -750 -4%
RJA
25
Raymond James & Associates
Florida
$2.1M 18,665 -1,691 -8%