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Vanguard Value ETF

1,297 hedge funds and large institutions have $50.3B invested in Vanguard Value ETF in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 648 increasing their positions, 322 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+77
Holders Change %
+6.31%
% of All Funds
22.84%
Holding in Top 10
201
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+16.86%
% of All Funds
3.54%
New
148
Increased
648
Reduced
322
Closed
59
Calls
$34.9M
Puts
$16.6M
Net Calls
+$18.3M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
401
Apella Capital
Connecticut
$4.4M +$721K +5,484 +20%
NFG
402
Next Financial Group
Texas
$4.39M +$616K +4,689 +16%
BWM
403
Benchmark Wealth Management
Connecticut
$4.37M +$74.9K +570 +2%
CB
404
Commerce Bank
Missouri
$4.34M +$97.3K +740 +2%
GIA
405
Gladstone Institutional Advisory
Florida
$4.31M +$1.23M +9,372 +40%
TCOK
406
Trust Company of Kansas
Kansas
$4.3M +$4.3M +32,720 New
HNB
407
Huntington National Bank
Ohio
$4.25M -$3.45M
TCPWM
408
Traverso Chambers Private Wealth Management
California
$4.21M -$120K -912 -3%
APA
409
Allegiant Private Advisors
Florida
$4.2M +$1.94M +14,725 +85%
JFG
410
JMG Financial Group
Illinois
$4.2M +$555K +4,225 +15%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$4.18M +$373K +2,839 +10%
AIM
412
AMI Investment Management
Indiana
$4.1M +$404K +3,072 +11%
GWM
413
Gray Wealth Management
Maine
$4.09M +$505K +3,839 +14%
CSPIA
414
Cary Street Partners Investment Advisory
Virginia
$4.07M +$37.7K +287 +0.9%
SW
415
SVB Wealth
Massachusetts
$4.06M +$26.5K +202 +0.7%
SL
416
Salomon & Ludwin
Virginia
$4.03M +$2.24K +17 +0.1%
IWC
417
Integrated Wealth Concepts
Massachusetts
$3.97M +$115K +875 +3%
CBFP
418
Cedar Brook Financial Partners
Ohio
$3.95M +$728K +5,536 +23%
KCM
419
Kennicott Capital Management
California
$3.95M +$3.95M +30,024 New
TC
420
Tacita Capital
Ontario, Canada
$3.95M +$80.2K +610 +2%
IA
421
IFP Advisors
Florida
$3.95M -$171K -1,305 -4%
CP
422
Camelot Portfolios
Ohio
$3.94M +$614K +4,668 +18%
ABC
423
Associated Banc-Corp
Wisconsin
$3.92M -$258K -2,893 -6%
HIM
424
Hanlon Investment Management
New Jersey
$3.91M +$1.23M +9,351 +46%
JFA
425
Johanson Financial Advisors
California
$3.89M +$67.2K +502 +2%