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Vanguard S&P 500 Value ETF

154 hedge funds and large institutions have $815M invested in Vanguard S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
154
Holders Change
+29
Holders Change %
+23.2%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
36
Increased
50
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$246M 1,992,214 +171,476 +9%
Morgan Stanley
2
Morgan Stanley
New York
$54.3M 438,879 +56,828 +15%
CCP
3
Corient Capital Partners
California
$47.1M 380,949 +2,903 +0.8%
UBS Group
4
UBS Group
Switzerland
$41M 331,574 -103,279 -24%
CWM
5
Connecticut Wealth Management
Connecticut
$31M 156,744 +97,581 +165%
HCM
6
HM Capital Management
Missouri
$27.5M 222,019 +222,019 New
SCM
7
Stordahl Capital Management
Colorado
$26.5M 213,865 +5,652 +3%
LPL Financial
8
LPL Financial
California
$24.1M 194,494 +7,698 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$23.4M 189,328 +4,749 +3%
SWM
10
Shakespeare Wealth Management
Wisconsin
$21M 170,059 +24,989 +17%
Wells Fargo
11
Wells Fargo
California
$18.1M 146,684 +5,212 +4%
AWM
12
Altium Wealth Management
New York
$17.5M 141,860 -2,682 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.4M 116,055 +12,308 +12%
PFM
14
Phillips Financial Management
Indiana
$14.2M 114,900 +876 +0.8%
Goldman Sachs
15
Goldman Sachs
New York
$13.3M 107,282 +107,282 New
LFS
16
Lutz Financial Services
Nebraska
$13M 105,083 -5,679 -5%
Ameriprise
17
Ameriprise
Minnesota
$11.4M 92,274 +39,483 +75%
FBT
18
First Bank & Trust
South Dakota
$10.2M 82,135
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.24M 74,694 +7,888 +12%
PWM
20
Provident Wealth Management
Tennessee
$9.23M 74,610 -604 -0.8%
PFO
21
Pathstone Family Office
New Jersey
$8.34M 67,399 +67,399 New
BCA
22
Biltmore Capital Advisors
New Jersey
$7.71M 62,332 -4,526 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.54M 60,918 +1,939 +3%
PAG
24
Private Advisor Group
New Jersey
$6.78M 54,782 +14,648 +36%
AWM
25
Avior Wealth Management
Nebraska
$5.46M 44,171 +4,296 +11%