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Vanguard S&P 500 Value ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.08B invested in Vanguard S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 78 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
110
Reduced
78
Closed
34
Calls
$352K
Puts
$105K
Net Calls
+$247K
Net Calls Change
-$619K

Top Buyers

1
MG
Mather Group
Illinois
$21.2M
2
Bank of America
Bank of America
North Carolina
$326M
3
AAS
Avantax Advisory Services
Texas
$37.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
$6.42M
5
KAS
Kestra Advisory Services
Texas
$7.97M

Top Sellers

1
PWM
Provident Wealth Management
Tennessee
$0
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
$0
3
Wells Fargo
Wells Fargo
California
$37.4M
4
PIA
Petredis Investment Advisors
Pennsylvania
$24.4M
5
UBS Group
UBS Group
Switzerland
$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$326M +$12.9M +73,666 +4%
Morgan Stanley
2
Morgan Stanley
New York
$174M +$1.25M +7,099 +0.7%
UBS Group
3
UBS Group
Switzerland
$96.4M -$3.8M -21,646 -4%
LPL Financial
4
LPL Financial
California
$88.2M -$318K -1,807 -0.4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$87.6M -$1.84M -10,483 -2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$71.5M +$3.42M +19,473 +5%
Ameriprise
7
Ameriprise
Minnesota
$68.7M +$3.88M +22,097 +6%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$50M +$3.99M +22,667 +9%
HighTower Advisors
9
HighTower Advisors
Illinois
$44.8M +$4.25M +24,168 +10%
SCM
10
Stordahl Capital Management
Colorado
$42.2M +$362K +2,061 +0.9%
SWM
11
Shakespeare Wealth Management
Wisconsin
$40.5M +$5.24M +29,794 +15%
Wells Fargo
12
Wells Fargo
California
$37.4M -$4.42M -25,141 -11%
AAS
13
Avantax Advisory Services
Texas
$37.1M +$8.12M +46,195 +28%
Osaic Holdings
14
Osaic Holdings
Arizona
$36.1M +$978K +5,557 +3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$35.4M +$1.76M +10,031 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$30.2M +$3.38M +19,202 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$29.3M +$2.46M +13,972 +9%
Goldman Sachs
18
Goldman Sachs
New York
$28.3M +$1.67M +9,528 +6%
BCMLT
19
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.3M -$85.8K -488 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28M +$2.97M +16,908 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$27.7M +$2.74M +15,585 +11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$24.9M +$1.52M +8,620 +6%
PIA
23
Petredis Investment Advisors
Pennsylvania
$24.4M -$4.13M -23,474 -14%
OIA
24
OneDigital Investment Advisors
Kansas
$24.3M +$2.02M +11,484 +9%
GSAM
25
Grant Street Asset Management
Pennsylvania
$24M -$188K -1,070 -0.8%
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