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Vanguard S&P 500 Value ETF
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Overview Fund Activity

112 hedge funds and large institutions have $498M invested in Vanguard S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-11
Holders Change %
-8.94%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
45
Reduced
31
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.16M
2
Bank of America
Bank of America
North Carolina
+$8.1M
3
AP
Arlington Partners
Alabama
+$7.51M
4
Ameriprise
Ameriprise
Minnesota
+$6.58M
5
SWM
Shakespeare Wealth Management
Wisconsin
+$6.15M

Top Sellers

1
CWM
Connecticut Wealth Management
Connecticut
-$20.6M
2
LFS
Lutz Financial Services
Nebraska
-$2.88M
3
BCA
Biltmore Capital Advisors
New Jersey
-$2.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.78M
5
Stifel Financial
Stifel Financial
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$156M +$8.1M +86,864 +5%
UBS Group
2
UBS Group
Switzerland
$37.5M -$352K -3,768 -0.9%
CCP
3
Corient Capital Partners
California
$37.1M +$4.35M +46,647 +13%
Morgan Stanley
4
Morgan Stanley
New York
$33.1M +$6.11M +65,501 +23%
LPL Financial
5
LPL Financial
California
$22.8M -$1.62M -17,376 -7%
BCA
6
Biltmore Capital Advisors
New Jersey
$18.8M -$2.68M -28,737 -13%
SCM
7
Stordahl Capital Management
Colorado
$18.4M +$3.5M +38,971 +23%
AWM
8
Altium Wealth Management
New York
$15.7M -$1.66M -17,832 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.6M -$1.78M -19,044 -12%
LFS
10
Lutz Financial Services
Nebraska
$10.8M -$2.88M -30,908 -21%
CWM
11
Connecticut Wealth Management
Connecticut
$10.5M -$20.6M -221,086 -66%
Ameriprise
12
Ameriprise
Minnesota
$9.31M +$6.58M +70,694 +241%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$9.31M +$8.16M +87,425 +711%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.14M +$8.14M +87,139 New
PFM
15
Phillips Financial Management
Indiana
$7.78M +$4.84M +54,348 +164%
AP
16
Arlington Partners
Alabama
$7.59M +$7.51M +80,460 +9,133%
PWM
17
Provident Wealth Management
Tennessee
$6.63M +$30.9K +331 +0.5%
SWM
18
Shakespeare Wealth Management
Wisconsin
$6.15M +$6.15M +65,891 New
Wells Fargo
19
Wells Fargo
California
$5.58M -$936K -10,037 -14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.75M +$3.24M +34,743 +216%
PAG
21
Private Advisor Group
New Jersey
$4.58M +$81.8K +877 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.42M +$850K +9,111 +24%
AWM
23
Avior Wealth Management
Nebraska
$4.32M -$163K -1,747 -4%
RZH
24
Relyea Zuckerberg Hanson
Connecticut
$3.65M +$3.65M +39,075 New
TFF
25
The Family Firm
Maryland
$3.18M +$5.13K +55 +0.2%
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