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Vanguard S&P 500 Value ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.54B invested in Vanguard S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
110
Reduced
79
Closed
19
Calls
$1.46M
Puts
$15K
Net Calls
+$1.44M
Net Calls Change
+$227K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$120M
2
API
2
Advisor Partners II
California
$9.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$48.2M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.3M

Top Sellers

1
MG
1
Mather Group
Illinois
$0
2
CWM
2
CIBC World Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$225M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.4M
5
CI
5
CX Institutional
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$225M 1,511,695 -54,246 -3%
Morgan Stanley
2
Morgan Stanley
New York
$123M 826,732 +48,293 +6%
Corient Private Wealth
3
Corient Private Wealth
Florida
$120M 642,320 +632,555 +6,478%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$79.9M 537,097 -9,327 -2%
UBS Group
5
UBS Group
Switzerland
$71.5M 480,610 -15,671 -3%
LPL Financial
6
LPL Financial
California
$52.7M 354,748 +16,616 +5%
Ameriprise
7
Ameriprise
Minnesota
$48.2M 323,873 +36,542 +13%
HighTower Advisors
8
HighTower Advisors
Illinois
$37.1M 249,328 -9,930 -4%
Wells Fargo
9
Wells Fargo
California
$36.3M 244,389 +2,625 +1%
SCM
10
Stordahl Capital Management
Colorado
$34.7M 233,588 -3,550 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.7M 212,649 +25,780 +14%
SWM
12
Shakespeare Wealth Management
Wisconsin
$29.9M 200,815 -488 -0.2%
BCMLT
13
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.7M 184,165 – –
AWM
14
AE Wealth Management
Kansas
$27.6M 185,744 -4,908 -3%
GIS
15
Grayhawk Investment Strategies
Alberta, Canada
$26.3M 177,030 +36,300 +26%
PIA
16
Petredis Investment Advisors
Pennsylvania
$25.1M 168,564 -929 -0.5%
OIA
17
OneDigital Investment Advisors
Kansas
$23.4M 157,657 -27,079 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$22.9M 154,316 +8,651 +6%
GSAM
19
Grant Street Asset Management
Pennsylvania
$20.9M 140,300 -2,165 -2%
PFM
20
Phillips Financial Management
Indiana
$20.4M 137,102 +232 +0.2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$19.9M 133,855 +4,219 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.2M 122,485 +29,256 +31%
PWM
23
Provident Wealth Management
Tennessee
$18.1M 121,950 +271 +0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$15.3M 103,074 +7,445 +8%
MFG
25
Merit Financial Group
Georgia
$14.3M 96,080 -1,919 -2%
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