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Vanguard Value ETF

1,220 hedge funds and large institutions have $43.4B invested in Vanguard Value ETF in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 492 increasing their positions, 312 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+189
Holders Change %
+18.33%
% of All Funds
21.65%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
3.05%
New
254
Increased
492
Reduced
312
Closed
45
Calls
$25M
Puts
$26M
Net Calls
-$1.01M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
Cornerstone Wealth Management
Missouri
$8.36M -$348K -2,925 -4%
MFGP
252
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.3M +$1.47M +12,337 +21%
Northern Trust
253
Northern Trust
Illinois
$8.22M +$3.72M +31,255 +83%
SCM
254
SOL Capital Management
Maryland
$8.21M +$1.16M +9,717 +16%
PA
255
Prism Advisors
California
$8.15M -$575K -4,833 -7%
AWM
256
Avior Wealth Management
Nebraska
$8.14M -$1.07M -8,990 -12%
WPWM
257
Windward Private Wealth Management
Kansas
$8.13M +$8.13M +68,378 New
UA
258
Unison Advisors
District of Columbia
$8.1M +$823K +6,916 +11%
APP
259
Avantax Planning Partners
Iowa
$8.08M -$228K -1,918 -3%
Vanguard Group
260
Vanguard Group
Pennsylvania
$8.07M +$6.85M +57,581 +564%
LIG
261
Lokken Investment Group
Delaware
$8.05M +$8.05M +67,694 New
DT
262
Daniels + Tansey
Delaware
$8.03M +$6.99M +59,004 +674%
NW
263
NewEdge Wealth
Pennsylvania
$7.81M +$7.81M +65,655 New
QFA
264
Quattro Financial Advisors
Texas
$7.79M +$7.79M +63,496 New
SFA
265
Semmax Financial Advisors
North Carolina
$7.71M +$209K +1,753 +3%
RPWA
266
Regent Peak Wealth Advisors
Georgia
$7.68M +$261K +2,191 +4%
BCA
267
Berman Capital Advisors
Georgia
$7.62M +$229K +1,924 +3%
AWM
268
Apollon Wealth Management
South Carolina
$7.53M -$1.4M -11,743 -16%
SIA
269
Strategic Investment Advisors
Michigan
$7.5M +$821K +6,902 +12%
BPA
270
Beacon Pointe Advisors
California
$7.43M -$955K -8,023 -11%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$7.41M -$1.28M -10,801 -15%
WFA
272
Wellspring Financial Advisors
Ohio
$7.38M -$271K -2,279 -4%
MNG
273
Manning & Napier Group
New York
$7.28M -$6.22M
PA
274
Planning Alternatives
Michigan
$7.27M -$26.3K -221 -0.4%
SQA
275
Simon Quick Advisors
New Jersey
$7.21M -$2.56M -21,493 -26%