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Vanguard S&P 500 Value ETF

351 hedge funds and large institutions have $2.34B invested in Vanguard S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 16 closing their positions.

Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
45
Increased
137
Reduced
88
Closed
16
Calls
$820K
Puts
$229K
Net Calls
+$591K
Net Calls Change
+$344K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$392M 2,054,858 +199,083 +11%
Morgan Stanley
2
Morgan Stanley
New York
$191M 1,001,621 +12,509 +1%
UBS Group
3
UBS Group
Switzerland
$102M 534,067 -14,252 -3%
LPL Financial
4
LPL Financial
California
$97M 508,477 +6,497 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$91.3M 478,579 -19,995 -4%
Corient Private Wealth
6
Corient Private Wealth
Florida
$79.9M 419,139 +12,644 +3%
Ameriprise
7
Ameriprise
Minnesota
$78.7M 412,513 +21,399 +5%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$56.7M 297,525 +12,959 +5%
Wells Fargo
9
Wells Fargo
California
$51M 267,492 +54,717 +26%
AAS
10
Avantax Advisory Services
Texas
$50.5M 264,891 +53,627 +25%
SWM
11
Shakespeare Wealth Management
Wisconsin
$47.3M 247,755 +17,558 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$46M 241,277 -13,747 -5%
SCM
13
Stordahl Capital Management
Colorado
$45.6M 239,676 -632 -0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$43.9M 229,962 +24,972 +12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$37.5M 196,687 +24,708 +14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$32.5M 170,374 +3,455 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$31.8M 166,683 +9,238 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30.4M 159,392 +384 +0.2%
BCMLT
19
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.8M 156,327 -4,558 -3%
OIA
20
OneDigital Investment Advisors
Kansas
$28.5M 149,384 +10,924 +8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.7M 145,000 +3,406 +2%
PAG
22
Private Advisor Group
New Jersey
$26.2M 137,375 +11,209 +9%
GSAM
23
Grant Street Asset Management
Pennsylvania
$26.1M 137,010 +252 +0.2%
PIA
24
Petredis Investment Advisors
Pennsylvania
$25.7M 134,499 -4,366 -3%
Goldman Sachs
25
Goldman Sachs
New York
$23.4M 122,688 -38,404 -24%