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Vanguard S&P 500 Value ETF
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Overview Fund Activity

274 hedge funds and large institutions have $1.3B invested in Vanguard S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
53
Increased
110
Reduced
55
Closed
17
Calls
$1.05M
Puts
$84K
Net Calls
+$966K
Net Calls Change
+$727K

Top Buyers

1
PIA
1
Petredis Investment Advisors
Pennsylvania
$18.6M
2
CWM
2
CIBC World Markets
New York
$13.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$28.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$95.5M
5
Ameriprise
5
Ameriprise
Minnesota
$40M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
MFG
2
Merit Financial Group
Georgia
$15.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$21.4M
4
RIG
4
Ramiah Investment Group
Wisconsin
$0
5
PWM
5
Provident Wealth Management
Tennessee
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$215M 1,532,702 +58,396 +4%
Morgan Stanley
2
Morgan Stanley
New York
$102M 731,694 +55,820 +8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.5M 681,716 +92,175 +16%
UBS Group
4
UBS Group
Switzerland
$74.3M 530,488 +40,919 +8%
LPL Financial
5
LPL Financial
California
$49.3M 352,237 +18,688 +6%
Wells Fargo
6
Wells Fargo
California
$47.8M 341,383 +3,771 +1%
Ameriprise
7
Ameriprise
Minnesota
$40M 285,664 +70,193 +33%
SCM
8
Stordahl Capital Management
Colorado
$33.4M 238,410 +493 +0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.8M 219,604 +24,510 +13%
OIA
10
OneDigital Investment Advisors
Kansas
$28.8M 205,322 +94,387 +85%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.6M 196,696 +21,285 +12%
SWM
12
Shakespeare Wealth Management
Wisconsin
$27.4M 195,683 +8,265 +4%
AWM
13
AE Wealth Management
Kansas
$27.4M 195,537 +538 +0.3%
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.5M 188,992 +41,498 +28%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$22.1M 157,689 +888 +0.6%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.4M 152,733 -15,321 -9%
PIA
17
Petredis Investment Advisors
Pennsylvania
$18.6M 133,014 +133,014 New
GSAM
18
Grant Street Asset Management
Pennsylvania
$18M 128,321 -2,877 -2%
PWM
19
Provident Wealth Management
Tennessee
$17.8M 127,320 -6,240 -5%
PFM
20
Phillips Financial Management
Indiana
$17.8M 126,947 +1,575 +1%
MFG
21
Merit Financial Group
Georgia
$15.5M 110,646 -16,495 -13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.5M 96,524 +15,720 +19%
CWM
23
CIBC World Markets
New York
$13.3M 94,675 +94,675 New
LFS
24
Lutz Financial Services
Nebraska
$13.2M 94,203 -1,441 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.6M 75,758 +14,641 +24%
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