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Vanguard S&P 500 Value ETF
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Overview Fund Activity

180 hedge funds and large institutions have $914M invested in Vanguard S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
37
Increased
65
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$29.8M
2
UBS Group
2
UBS Group
Switzerland
$54.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$69.2M
4
WFA
4
Websterrogers Financial Advisors
South Carolina
$12.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$7.85M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$243M
3
HF
3
HRT Financial
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$5.67M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$243M 1,775,067 -217,147 -11%
Morgan Stanley
2
Morgan Stanley
New York
$69.2M 506,018 +67,139 +15%
UBS Group
3
UBS Group
Switzerland
$54.8M 400,569 +68,995 +21%
CCP
4
Corient Capital Partners
California
$52.5M 383,762 +2,813 +0.7%
HCM
5
HM Capital Management
Missouri
$31.7M 231,846 +9,827 +4%
SCM
6
Stordahl Capital Management
Colorado
$30.2M 220,758 +6,893 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.8M 218,062 +143,368 +192%
LPL Financial
8
LPL Financial
California
$27.5M 201,422 +6,928 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$24.1M 176,343 -12,985 -7%
SWM
10
Shakespeare Wealth Management
Wisconsin
$23.5M 172,154 +2,095 +1%
Wells Fargo
11
Wells Fargo
California
$20M 146,619 -65 -0%
AWM
12
Altium Wealth Management
New York
$18.1M 132,436 -9,424 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$17.2M 125,707 +9,652 +8%
PFM
14
Phillips Financial Management
Indiana
$16.4M 120,172 +5,272 +5%
Goldman Sachs
15
Goldman Sachs
New York
$14.9M 108,900 +1,618 +2%
LFS
16
Lutz Financial Services
Nebraska
$14.2M 104,232 -851 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$13.1M 96,126 +3,852 +4%
WFA
18
Websterrogers Financial Advisors
South Carolina
$12.1M 88,642 +59,942 +209%
FBT
19
First Bank & Trust
South Dakota
$11M 80,501 -1,634 -2%
PWM
20
Provident Wealth Management
Tennessee
$9.98M 73,021 -1,589 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.64M 70,526 +9,608 +16%
PFO
22
Pathstone Family Office
New Jersey
$9.25M 67,673 +274 +0.4%
BCA
23
Biltmore Capital Advisors
New Jersey
$8.74M 63,942 +1,610 +3%
Lazard Asset Management
24
Lazard Asset Management
New York
$8.16M 59,674 +26,886 +82%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$7.85M 57,460 +57,460 New
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