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Vanguard S&P 500 Value ETF
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Overview Fund Activity

123 hedge funds and large institutions have $637M invested in Vanguard S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
20
Increased
42
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.6M
3
Morgan Stanley
Morgan Stanley
New York
+$3.48M
4
SCM
Stordahl Capital Management
Colorado
+$1.99M
5
BCM
Barometer Capital Management
Ontario, Canada
+$1.88M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.47M
2
CWM
Connecticut Wealth Management
Connecticut
-$3.44M
3
UBS Group
UBS Group
Switzerland
-$2.64M
4
BCA
Biltmore Capital Advisors
New Jersey
-$2.01M
5
CCP
Corient Capital Partners
California
-$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$200M +$28M +223,018 +16%
UBS Group
2
UBS Group
Switzerland
$51M -$2.64M -20,988 -5%
CCP
3
Corient Capital Partners
California
$44.1M -$939K -7,472 -2%
CWM
4
Connecticut Wealth Management
Connecticut
$41.9M -$3.44M -27,414 -8%
Morgan Stanley
5
Morgan Stanley
New York
$36.3M +$3.48M +27,669 +11%
LPL Financial
6
LPL Financial
California
$32.8M +$379K +3,021 +1%
BCA
7
Biltmore Capital Advisors
New Jersey
$28.9M -$2.01M -16,035 -7%
AWM
8
Altium Wealth Management
New York
$23.4M -$163K -1,295 -0.7%
SCM
9
Stordahl Capital Management
Colorado
$20.8M +$1.99M +15,840 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.4M +$8.6M +68,445 +80%
LFS
11
Lutz Financial Services
Nebraska
$18.4M -$842K -6,699 -4%
PWM
12
Provident Wealth Management
Tennessee
$8.89M +$8.89M +70,754 New
Wells Fargo
13
Wells Fargo
California
$8.78M +$191K +1,520 +2%
AG
14
Advisor Group
Arizona
$8.35M +$1.25M +9,902 +18%
Stifel Financial
15
Stifel Financial
Missouri
$6.34M -$6.79K -54 -0.1%
PAG
16
Private Advisor Group
New Jersey
$6.05M +$376K +2,993 +7%
AWM
17
Avior Wealth Management
Nebraska
$6.03M -$485K -3,860 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.81M +$848K +6,750 +21%
TFF
19
The Family Firm
Maryland
$4.28M -$11.9K -95 -0.3%
PFM
20
Phillips Financial Management
Indiana
$4.15M -$54.6K -435 -1%
Ameriprise
21
Ameriprise
Minnesota
$3.69M +$37.4K +298 +1%
FA
22
FCG Advisors
New Jersey
$3.46M +$27K +215 +0.8%
B
23
Bridgeworth
Alabama
$3M +$776K +6,181 +35%
RJA
24
Raymond James & Associates
Florida
$2.75M -$357K -2,842 -11%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.6M -$15.3K -122 -0.6%
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