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Vanguard S&P 500 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.32B invested in Vanguard S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+27
Holders Change %
+7.69%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
50
Increased
136
Reduced
109
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$43.8M
2
CWM
2
Connecticut Wealth Management
Connecticut
$32.9M
3
AAS
3
Avantax Advisory Services
Texas
$62.9M
4
LPL Financial
4
LPL Financial
California
$107M
5
TFG
5
Tull Financial Group
Virginia
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$349M 1,891,160 -163,698 -8%
Morgan Stanley
2
Morgan Stanley
New York
$195M 1,057,954 +56,333 +6%
LPL Financial
3
LPL Financial
California
$107M 578,210 +69,733 +14%
UBS Group
4
UBS Group
Switzerland
$98.9M 536,172 +2,105 +0.4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M 480,373 +1,794 +0.4%
Ameriprise
6
Ameriprise
Minnesota
$76.8M 416,316 +3,803 +0.9%
Corient Private Wealth
7
Corient Private Wealth
Florida
$76.7M 415,514 -3,625 -0.9%
AAS
8
Avantax Advisory Services
Texas
$62.9M 340,777 +75,886 +29%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$56.9M 308,384 +10,859 +4%
Wells Fargo
10
Wells Fargo
California
$48.1M 260,744 -6,748 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$46.1M 249,658 +19,696 +9%
SWM
12
Shakespeare Wealth Management
Wisconsin
$45.5M 246,765 -990 -0.4%
HighTower Advisors
13
HighTower Advisors
Illinois
$44.2M 239,802 -1,475 -0.6%
Raymond James Financial
14
Raymond James Financial
Florida
$43.8M 237,621 +237,621 New
SCM
15
Stordahl Capital Management
Colorado
$42.8M 232,136 -7,540 -3%
CWM
16
Connecticut Wealth Management
Connecticut
$32.9M 113,162 +66,174 +141%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$28.2M 152,740 -13,943 -8%
BCMLT
18
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.8M 150,863 -5,464 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.8M 150,745 +5,745 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$27.3M 148,199 -48,488 -25%
PAG
21
Private Advisor Group
New Jersey
$26.8M 145,205 +7,830 +6%
Goldman Sachs
22
Goldman Sachs
New York
$26.7M 144,773 +22,085 +18%
OIA
23
OneDigital Investment Advisors
Kansas
$26.5M 143,376 -6,008 -4%
GSAM
24
Grant Street Asset Management
Pennsylvania
$25.6M 138,483 +1,473 +1%
PIA
25
Petredis Investment Advisors
Pennsylvania
$22.5M 122,061 -12,438 -9%
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