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Vanguard S&P 500 Value ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
280
Holders Change
+6
Holders Change %
+2.19%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
30
Increased
102
Reduced
73
Closed
19
Calls
$807K
Puts
–
Net Calls
+$807K
Net Calls Change
-$159K

Top Buyers

1
CPFP
1
Clear Perspectives Financial Planning
Ohio
$9.39M
2
Ameriprise
2
Ameriprise
Minnesota
$48.1M
3
WA
3
WBH Advisory
Maryland
$5.83M
4
UBS Group
4
UBS Group
Switzerland
$82.7M
5
PIA
5
Petredis Investment Advisors
Pennsylvania
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$81.5M
3
Wells Fargo
3
Wells Fargo
California
$34.5M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$13.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$206M 1,402,638 -130,064 -8%
Morgan Stanley
2
Morgan Stanley
New York
$109M 741,287 +9,593 +1%
UBS Group
3
UBS Group
Switzerland
$82.7M 563,884 +33,396 +6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$81.5M 555,387 -126,329 -19%
LPL Financial
5
LPL Financial
California
$51.2M 348,846 -3,391 -1%
Ameriprise
6
Ameriprise
Minnesota
$48.1M 327,813 +42,149 +15%
SCM
7
Stordahl Capital Management
Colorado
$34.7M 236,749 -1,661 -0.7%
Wells Fargo
8
Wells Fargo
California
$34.5M 235,342 -106,041 -31%
OIA
9
OneDigital Investment Advisors
Kansas
$30.2M 205,859 +537 +0.3%
SWM
10
Shakespeare Wealth Management
Wisconsin
$29M 197,427 +1,744 +0.9%
AWM
11
AE Wealth Management
Kansas
$28.6M 194,769 -768 -0.4%
BCMLT
12
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.5M 187,682 -1,310 -0.7%
Osaic Holdings
13
Osaic Holdings
Arizona
$26.7M 181,858 -14,838 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25.3M 172,538 -47,066 -21%
PIA
15
Petredis Investment Advisors
Pennsylvania
$24M 163,393 +30,379 +23%
HighTower Advisors
16
HighTower Advisors
Illinois
$22.2M 151,391 -1,342 -0.9%
GSAM
17
Grant Street Asset Management
Pennsylvania
$20.5M 139,565 +11,244 +9%
PFM
18
Phillips Financial Management
Indiana
$19.6M 133,796 +6,849 +5%
PWM
19
Provident Wealth Management
Tennessee
$18.4M 125,129 -2,191 -2%
MFG
20
Merit Financial Group
Georgia
$15.7M 107,102 -3,544 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14.8M 101,017 +4,493 +5%
GIS
22
Grayhawk Investment Strategies
Alberta, Canada
$13.7M 50,930 +4,900 +11%
LFS
23
Lutz Financial Services
Nebraska
$13.5M 91,690 -2,513 -3%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$13.3M 90,669 -67,020 -43%
CWM
25
CIBC World Markets
New York
$13.1M 94,675 – –
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