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Vanguard Value ETF

1,652 hedge funds and large institutions have $65B invested in Vanguard Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 828 increasing their positions, 468 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
27.93%
Holding in Top 10
323
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.9%
% of All Funds
5.46%
New
121
Increased
828
Reduced
468
Closed
85
Calls
$44.4M
Puts
$34.1M
Net Calls
+$10.3M
Net Calls Change
-$7.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
226
Foster Victor Wealth Advisors
South Carolina
$20.6M -$791K -6,002 -4%
HWM
227
Hemington Wealth Management
Virginia
$20.5M -$661K -5,011 -3%
QIM
228
Quest Investment Management
Oregon
$20.4M +$603K +4,573 +3%
WFA
229
Wellspring Financial Advisors
Ohio
$20.3M +$50.5K +2,454 +0.2%
HWA
230
Heartwood Wealth Advisors
Virginia
$20.2M +$256K +1,940 +1%
CC
231
Courier Capital
New York
$19.9M -$33.9K -257 -0.2%
OBWG
232
Onyx Bridge Wealth Group
New York
$19.7M +$13.6M +101,388 +225%
FAT
233
First American Trust
California
$19.7M -$823K -6,238 -4%
CCM
234
Carlson Capital Management
Minnesota
$19.5M -$2.75M -20,846 -12%
CCM
235
Coldstream Capital Management
Washington
$19.4M -$380K -2,885 -2%
TCM
236
TD Capital Management
Tennessee
$19.4M -$142K -1,074 -0.7%
MMA
237
Miracle Mile Advisors
California
$19.3M +$1.35M +10,234 +8%
BCIM
238
Bishop & Co Investment Management
Pennsylvania
$19.3M -$531K -4,025 -3%
FAIM
239
Financial Advocates Investment Management
Washington
$19.1M +$1.71M +12,976 +10%
TFA
240
Trinity Financial Advisors
Ohio
$19M +$18.5M +140,509 +3,698%
AWM
241
AAF Wealth Management
Massachusetts
$19M -$379K -2,875 -2%
NFC
242
Northeast Financial Consultants
Connecticut
$19M +$6.07M +46,003 +47%
NWM
243
NEIRG Wealth Management
Massachusetts
$18.7M -$232K -1,760 -1%
SIC
244
Sigma Investment Counselors
Michigan
$18.6M +$715K +5,424 +4%
FMWA
245
Forvis Mazars Wealth Advisors
Missouri
$18.6M +$17.5M +132,641 +1,565%
DC
246
Davenport & Co
Virginia
$18.5M +$303K +2,299 +2%
GSIS
247
Global Strategic Investment Solutions
Arizona
$18.4M +$806K +6,113 +5%
WAAG
248
Wealth Alliance Advisory Group
Kansas
$18.4M +$1.31M +9,940 +8%
CSWM
249
Cassady Schiller Wealth Management
Ohio
$18.1M +$5.13M +38,868 +39%
AA
250
Aire Advisors
California
$17.8M +$975K +7,392 +6%