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Vanguard S&P 500 Value ETF
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Overview Fund Activity

219 hedge funds and large institutions have $1.06B invested in Vanguard S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
219
Holders Change
+28
Holders Change %
+14.66%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
40
Increased
86
Reduced
47
Closed
8
Calls
$196K
Puts
$422K
Net Calls
-$226K
Net Calls Change
+$74K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$243M
2
SWA
2
Strategies Wealth Advisors
Michigan
$4.87M
3
UBS Group
3
UBS Group
Switzerland
$69.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.4M
5
LPL Financial
5
LPL Financial
California
$40.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
WCA
2
Windsor Creek Advisors
Vermont
$1.36M
3
SCM
3
Stordahl Capital Management
Colorado
$33.8M
4
WFA
4
Websterrogers Financial Advisors
South Carolina
$13.2M
5
RSWM
5
Robertson Stephens Wealth Management
California
$374K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$243M 1,603,611 +87,722 +6%
Morgan Stanley
2
Morgan Stanley
New York
$85.4M 563,741 +23,270 +4%
UBS Group
3
UBS Group
Switzerland
$69.7M 460,257 +26,237 +6%
CCP
4
Corient Capital Partners
California
$57M 376,543 -4,833 -1%
LPL Financial
5
LPL Financial
California
$40.6M 268,379 +20,943 +8%
HCM
6
HM Capital Management
Missouri
$33.8M 223,483 +237 +0.1%
SCM
7
Stordahl Capital Management
Colorado
$33.8M 223,174 -5,877 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.3M 199,891 -4,603 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$28.5M 188,187 -1,754 -0.9%
SWM
10
Shakespeare Wealth Management
Wisconsin
$27.4M 181,274 +7,930 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.6M 149,415 +9,372 +7%
Wells Fargo
12
Wells Fargo
California
$22.5M 148,896 +15,536 +12%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$19.5M 128,895 +201 +0.2%
AWM
14
Altium Wealth Management
New York
$18.8M 123,868 -1,001 -0.8%
PFM
15
Phillips Financial Management
Indiana
$18.6M 122,774 +1,611 +1%
LFS
16
Lutz Financial Services
Nebraska
$15.2M 100,095 -923 -0.9%
PWM
17
Provident Wealth Management
Tennessee
$14.5M 95,845 +9,149 +11%
Ameriprise
18
Ameriprise
Minnesota
$13.9M 92,051 -2,113 -2%
FBT
19
First Bank & Trust
South Dakota
$13.4M 88,458 +771 +0.9%
WFA
20
Websterrogers Financial Advisors
South Carolina
$13.2M 86,930 -5,061 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12.4M 82,126 +9,033 +12%
BCA
22
Biltmore Capital Advisors
New Jersey
$11.2M 74,242 +2,458 +3%
CWM
23
Connecticut Wealth Management
Connecticut
$9.21M 60,845 +5,930 +11%
PAG
24
Private Advisor Group
New Jersey
$8.35M 55,129 +869 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.31M 48,273 +650 +1%
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