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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.07B invested in Vanguard S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
4.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
38
Increased
124
Reduced
92
Closed
17
Calls
$920K
Puts
$54K
Net Calls
+$866K
Net Calls Change
+$211K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.2M
2
Bank of America
Bank of America
North Carolina
+$23.1M
3
AAS
Avantax Advisory Services
Texas
+$19.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
AWM
AE Wealth Management
Kansas
-$31.2M
3
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$20.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$4.61M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$322M +$23.1M +128,150 +8%
Morgan Stanley
2
Morgan Stanley
New York
$177M -$152M -840,819 -46%
UBS Group
3
UBS Group
Switzerland
$103M +$4.79M +26,569 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$91.9M -$3.05M -16,883 -3%
LPL Financial
5
LPL Financial
California
$90.9M +$1.09M +6,039 +1%
Corient Private Wealth
6
Corient Private Wealth
Florida
$69.8M -$230K -1,272 -0.3%
Ameriprise
7
Ameriprise
Minnesota
$66.6M +$2.88M +15,935 +5%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$47.3M +$10.1M +55,776 +27%
SCM
9
Stordahl Capital Management
Colorado
$43M +$905K +5,014 +2%
Wells Fargo
10
Wells Fargo
California
$42.9M -$943K -5,228 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$41.7M -$2.37M -13,122 -5%
SWM
12
Shakespeare Wealth Management
Wisconsin
$36.2M -$446K -2,474 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$36M +$6.51K +36 +0%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$34.5M +$5.03M +27,879 +17%
AAS
15
Avantax Advisory Services
Texas
$29.8M +$19.2M +106,520 +182%
PIA
16
Petredis Investment Advisors
Pennsylvania
$29.3M -$478K -2,646 -2%
BCMLT
17
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1M -$326K -1,808 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$27.6M +$24.2M +134,108 +712%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$27.6M +$162K +898 +0.6%
Goldman Sachs
20
Goldman Sachs
New York
$27.4M -$2.91M -16,129 -10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25.6M +$1.83M +10,131 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$25.6M +$1.8M +9,979 +8%
GSAM
23
Grant Street Asset Management
Pennsylvania
$24.9M -$781K -4,325 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$24M +$4.55M +25,193 +23%
OIA
25
OneDigital Investment Advisors
Kansas
$22.9M -$4.61M -25,568 -17%
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