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Vanguard S&P 500 Value ETF

125 hedge funds and large institutions have $609M invested in Vanguard S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
12
Increased
49
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$198M 1,820,738 +58,121 +3%
UBS Group
2
UBS Group
Switzerland
$47.4M 434,853 +15,522 +4%
Morgan Stanley
3
Morgan Stanley
New York
$41.6M 382,051 +22,908 +6%
CCP
4
Corient Capital Partners
California
$41.2M 378,046 -2,135 -0.6%
SCM
5
Stordahl Capital Management
Colorado
$22.7M 208,213 +4,671 +2%
LPL Financial
6
LPL Financial
California
$20.3M 186,796 -1,677 -0.9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$19.9M 184,579 -4,936 -3%
SWM
8
Shakespeare Wealth Management
Wisconsin
$15.8M 145,070 +15,021 +12%
AWM
9
Altium Wealth Management
New York
$15.7M 144,542 -6,602 -4%
Wells Fargo
10
Wells Fargo
California
$15.4M 141,472 +51,054 +56%
PFM
11
Phillips Financial Management
Indiana
$12.4M 114,024 -2,389 -2%
LFS
12
Lutz Financial Services
Nebraska
$12.1M 110,762 -1,463 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.3M 103,747 +11,207 +12%
FBT
14
First Bank & Trust
South Dakota
$8.95M 82,135 +53,829 +190%
PWM
15
Provident Wealth Management
Tennessee
$8.19M 75,214 -3,073 -4%
BCA
16
Biltmore Capital Advisors
New Jersey
$7.28M 66,858 -42,279 -39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.28M 66,806 -8,357 -11%
CWM
18
Connecticut Wealth Management
Connecticut
$6.44M 59,163 -127,599 -68%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.42M 58,979 +2,518 +4%
Ameriprise
20
Ameriprise
Minnesota
$5.75M 52,791 -50,181 -49%
RZH
21
Relyea Zuckerberg Hanson
Connecticut
$4.8M 42,643 +853 +2%
PAG
22
Private Advisor Group
New Jersey
$4.37M 40,134 -2,784 -6%
AWM
23
Avior Wealth Management
Nebraska
$4.34M 39,875 -5,688 -12%
Lazard Asset Management
24
Lazard Asset Management
New York
$3.57M 32,788 +32,788 New
AP
25
Arlington Partners
Alabama
$3.56M 32,714 -1,647 -5%