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Vanguard S&P 500 Value ETF
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Overview Fund Activity

307 hedge funds and large institutions have $1.99B invested in Vanguard S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 18 closing their positions.

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
4.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
108
Reduced
85
Closed
18
Calls
$655K
Puts
–
Net Calls
+$655K
Net Calls Change
-$787K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$306M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$34.6M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.4M
4
LPL Financial
4
LPL Financial
California
$83.6M
5
Bank of America
5
Bank of America
North Carolina
$278M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$65.2M
2
RIG
2
Ramiah Investment Group
Wisconsin
$2.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$306M 1,822,832 +996,100 +120%
Bank of America
2
Bank of America
North Carolina
$278M 1,653,959 +142,264 +9%
UBS Group
3
UBS Group
Switzerland
$91.3M 543,396 +62,786 +13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$88.3M 525,940 -11,157 -2%
LPL Financial
5
LPL Financial
California
$83.6M 497,748 +143,000 +40%
Corient Private Wealth
6
Corient Private Wealth
Florida
$65.2M 388,294 -254,026 -40%
Ameriprise
7
Ameriprise
Minnesota
$59.3M 353,082 +29,209 +9%
HighTower Advisors
8
HighTower Advisors
Illinois
$41M 243,978 -5,350 -2%
Wells Fargo
9
Wells Fargo
California
$40.8M 243,144 -1,245 -0.5%
SCM
10
Stordahl Capital Management
Colorado
$39.2M 233,233 -355 -0.2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$34.6M 206,123 +206,123 New
SWM
12
Shakespeare Wealth Management
Wisconsin
$34.1M 202,877 +2,062 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$33.5M 199,397 -13,252 -6%
AWM
14
AE Wealth Management
Kansas
$29.7M 175,875 -9,869 -5%
Goldman Sachs
15
Goldman Sachs
New York
$28.2M 167,693 +77,838 +87%
PIA
16
Petredis Investment Advisors
Pennsylvania
$27.7M 164,985 -3,579 -2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$27.4M 163,222 +160,821 +6,698%
GIS
18
Grayhawk Investment Strategies
Alberta, Canada
$26.7M 158,730 -18,300 -10%
OIA
19
OneDigital Investment Advisors
Kansas
$25.6M 152,544 -5,113 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.5M 151,879 +18,024 +13%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3M 163,181 -20,984 -11%
GSAM
22
Grant Street Asset Management
Pennsylvania
$23.9M 142,153 +1,853 +1%
PFM
23
Phillips Financial Management
Indiana
$22.8M 135,836 -1,266 -0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$22.2M 131,969 -22,347 -14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$22.2M 131,881 +9,396 +8%
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