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Vanguard Value ETF

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RI
401
Rinkey Investments
California
$13.2M +$1.1M +6,514 +9%
SWM
402
Schwallier Wealth Management
Michigan
$13.1M -$235K -1,387 -2%
IA
403
IFG Advisory
Georgia
$13M +$318K +1,879 +3%
BCG
404
Breakwater Capital Group
New Jersey
$13M -$573K -3,385 -4%
GFA
405
Gallagher Fiduciary Advisors
Illinois
$13M -$828K -4,888 -6%
OCPWS
406
One Charles Private Wealth Services
Massachusetts
$12.9M +$1.59M +9,372 +14%
VNA
407
Valley National Advisers
Pennsylvania
$12.9M +$1.9M +11,203 +17%
TIM
408
Tortoise Investment Management
New York
$12.9M +$859K +5,073 +7%
CPRC
409
Consolidated Portfolio Review Corp
New York
$12.8M +$1.67M +9,868 +15%
ATPW
410
Ashton Thomas Private Wealth
Arizona
$12.8M +$7.13M +42,143 +127%
MAS
411
Madden Advisory Services
Florida
$12.7M +$49.3K +291 +0.4%
EGA
412
E&G Advisors
Texas
$12.7M -$36.4K -215 -0.3%
LI
413
Latigo Investments
Florida
$12.7M
CFSG
414
Clark Financial Services Group
Missouri
$12.7M +$205K +1,210 +2%
NRI
415
NFP Retirement Inc
California
$12.6M -$113K -665 -0.9%
FAP
416
Financial Advisory Partners
Florida
$12.4M +$340K +2,006 +3%
AA
417
Armis Advisers
Georgia
$12.4M +$12.4M +73,025 New
SFS
418
Sowell Financial Services
Arkansas
$12.3M -$130K -767 -1%
ACS
419
Archford Capital Strategies
Illinois
$12.2M -$267K -1,577 -2%
MNA
420
Manning & Napier Advisors
New York
$12.1M +$12.1M +71,526 New
CA
421
CGN Advisors
Kansas
$12M +$616K +3,636 +5%
M
422
MATAURO
New York
$12M +$12M +71,020 New
PCTC
423
Perkins Coie Trust Company
Washington
$12M +$12M +70,863 New
CI
424
CX Institutional
Indiana
$12M +$1.85M +10,925 +18%
Mirae Asset Global Investments
425
Mirae Asset Global Investments
South Korea
$12M -$591K -3,500 -5%