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Vanguard S&P 500 Value ETF

244 hedge funds and large institutions have $1.34B invested in Vanguard S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
244
Holders Change
+25
Holders Change %
+11.42%
% of All Funds
3.86%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
45
Increased
101
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$238M 1,580,785 -22,826 -1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$126M 837,634 +649,447 +345%
Morgan Stanley
3
Morgan Stanley
New York
$97.2M 645,259 +81,518 +14%
UBS Group
4
UBS Group
Switzerland
$69.4M 460,301 +44 +0%
CCP
5
Corient Capital Partners
California
$58.7M 389,383 +12,840 +3%
LPL Financial
6
LPL Financial
California
$43.5M 288,489 +20,110 +7%
PCOC
7
Power Corp of Canada
Canada
$36M 239,030 +239,030 New
HCM
8
HM Capital Management
Missouri
$35.9M 238,422 +14,939 +7%
SCM
9
Stordahl Capital Management
Colorado
$34.6M 229,860 +6,686 +3%
Wells Fargo
10
Wells Fargo
California
$29.5M 195,835 +46,939 +32%
AWM
11
AE Wealth Management
Kansas
$27.9M 185,249 +182,678 +7,105%
SWM
12
Shakespeare Wealth Management
Wisconsin
$27.3M 180,953 -321 -0.2%
BCMLT
13
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1M 179,556 +179,556 New
Osaic Holdings
14
Osaic Holdings
Arizona
$26.6M 163,198 +13,783 +9%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$26M 172,311 +43,416 +34%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.7M 170,516 -29,375 -15%
SAS
17
SMI Advisory Services
Indiana
$19.6M 129,925 +129,925 New
AWM
18
Altium Wealth Management
New York
$18.6M 123,647 -221 -0.2%
PFM
19
Phillips Financial Management
Indiana
$17.9M 119,085 -3,689 -3%
Ameriprise
20
Ameriprise
Minnesota
$16.8M 111,177 +19,126 +21%
HighTower Advisors
21
HighTower Advisors
Illinois
$16.5M 109,767 +90,899 +482%
PWM
22
Provident Wealth Management
Tennessee
$15.8M 104,985 +9,140 +10%
LFS
23
Lutz Financial Services
Nebraska
$15M 99,412 -683 -0.7%
FBT
24
First Bank & Trust
South Dakota
$13.7M 90,879 +2,421 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$13.3M 88,560 +6,434 +8%