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Vanguard S&P 500 Value ETF

287 hedge funds and large institutions have $1.49B invested in Vanguard S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 16 closing their positions.

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
26
Increased
89
Reduced
83
Closed
16
Calls
$1.25M
Puts
$31K
Net Calls
+$1.22M
Net Calls Change
+$408K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$244M 1,565,941 +163,303 +12%
Morgan Stanley
2
Morgan Stanley
New York
$121M 778,439 +37,152 +5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$85.1M 546,424 -8,963 -2%
UBS Group
4
UBS Group
Switzerland
$77.3M 496,281 -67,603 -12%
LPL Financial
5
LPL Financial
California
$52.6M 338,132 -10,714 -3%
Ameriprise
6
Ameriprise
Minnesota
$44.7M 287,331 -40,482 -12%
HighTower Advisors
7
HighTower Advisors
Illinois
$40.4M 259,258 +107,867 +71%
Wells Fargo
8
Wells Fargo
California
$37.6M 241,764 +6,422 +3%
SCM
9
Stordahl Capital Management
Colorado
$36.9M 237,138 +389 +0.2%
SWM
10
Shakespeare Wealth Management
Wisconsin
$31.3M 201,303 +3,876 +2%
AWM
11
AE Wealth Management
Kansas
$29.7M 190,652 -4,117 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$29.1M 186,869 +5,011 +3%
OIA
13
OneDigital Investment Advisors
Kansas
$28.8M 184,736 -21,123 -10%
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.7M 184,165 -3,517 -2%
PIA
15
Petredis Investment Advisors
Pennsylvania
$26.4M 169,493 +6,100 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22.7M 145,665 -26,873 -16%
GSAM
17
Grant Street Asset Management
Pennsylvania
$22.2M 142,465 +2,900 +2%
GIS
18
Grayhawk Investment Strategies
Alberta, Canada
$21.9M 140,730 +89,800 +176%
PFM
19
Phillips Financial Management
Indiana
$21.3M 136,870 +3,074 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$20.2M 129,636 +28,619 +28%
PWM
21
Provident Wealth Management
Tennessee
$18.9M 121,679 -3,450 -3%
MG
22
Mather Group
Illinois
$15.3M 98,261 +98,261 New
MFG
23
Merit Financial Group
Georgia
$15.3M 97,999 -9,103 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$14.9M 95,629 +19,889 +26%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$14.5M 93,229 +17,933 +24%