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Vanguard S&P 500 Value ETF
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Overview Fund Activity

189 hedge funds and large institutions have $999M invested in Vanguard S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
65
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$18.2M
2
CWM
2
Connecticut Wealth Management
Connecticut
$7.85M
3
Bank of America
3
Bank of America
North Carolina
$259M
4
LPL Financial
4
LPL Financial
California
$33.2M
5
Jane Street
5
Jane Street
New York
$6.55M

Top Sellers

1
CF
1
Centaurus Financial
California
$282K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Wells Fargo
3
Wells Fargo
California
$18.8M
4
AWM
4
Avior Wealth Management
Nebraska
$3.04M
5
AW
5
Avion Wealth
Texas
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$259M 1,818,910 +43,843 +2%
Morgan Stanley
2
Morgan Stanley
New York
$73.6M 515,984 +9,966 +2%
UBS Group
3
UBS Group
Switzerland
$60.9M 426,736 +26,167 +7%
CCP
4
Corient Capital Partners
California
$54.3M 380,941 -2,821 -0.7%
HCM
5
HM Capital Management
Missouri
$33.5M 234,596 +2,750 +1%
LPL Financial
6
LPL Financial
California
$33.2M 232,870 +31,448 +16%
SCM
7
Stordahl Capital Management
Colorado
$31.9M 223,813 +3,055 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.9M 216,560 -1,502 -0.7%
SWM
9
Shakespeare Wealth Management
Wisconsin
$24.5M 168,721 -3,433 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$24.5M 171,554 -4,789 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.3M 135,049 +9,342 +7%
Wells Fargo
12
Wells Fargo
California
$18.8M 131,905 -14,714 -10%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$18.2M 127,304 +69,844 +122%
AWM
14
Altium Wealth Management
New York
$18M 126,345 -6,091 -5%
PFM
15
Phillips Financial Management
Indiana
$16.8M 117,741 -2,431 -2%
Goldman Sachs
16
Goldman Sachs
New York
$15.2M 106,322 -2,578 -2%
LFS
17
Lutz Financial Services
Nebraska
$14.5M 101,818 -2,414 -2%
Ameriprise
18
Ameriprise
Minnesota
$13.9M 97,497 +1,371 +1%
FBT
19
First Bank & Trust
South Dakota
$13.3M 93,101 +12,600 +16%
WFA
20
Websterrogers Financial Advisors
South Carolina
$12.7M 91,344 +2,702 +3%
PWM
21
Provident Wealth Management
Tennessee
$11.1M 77,454 +4,433 +6%
BCA
22
Biltmore Capital Advisors
New Jersey
$10.2M 71,348 +7,406 +12%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.99M 70,006 -520 -0.7%
PFO
24
Pathstone Family Office
New Jersey
$9.18M 64,378 -3,295 -5%
Lazard Asset Management
25
Lazard Asset Management
New York
$8.51M 59,674 – –
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