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Vanguard Value ETF

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
26
CM Wealth Advisors
Ohio
$373M
Members Trust
27
Members Trust
Florida
$368M +$16.9M +136,907 +5%
SEI Investments
28
SEI Investments
Pennsylvania
$366M -$17.7M -142,978 -5%
Mariner
29
Mariner
Kansas
$359M +$14.6M +117,989 +4%
SVCF
30
Silicon Valley Community Foundation
California
$352M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$345M +$30.8M +249,053 +10%
EWA
32
EP Wealth Advisors
California
$307M +$4.58M +37,078 +2%
AIA
33
Angeles Investment Advisors
California
$292M +$292M +2,367,500 New
SCM
34
SCS Capital Management
Massachusetts
$288M -$56.6M -458,614 -16%
PCIG
35
Partners Capital Investment Group
Massachusetts
$281M +$70.6M +571,977 +34%
PC
36
Permanens Capital
New York
$273M +$52.4M +424,290 +24%
RJA
37
Raymond James & Associates
Florida
$269M +$11.5M +93,330 +4%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$239M +$61.3M +496,215 +35%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$232M +$6.57M +53,202 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$208M +$5.12M +41,468 +3%
CL
41
Choreo LLC
Illinois
$192M +$20.5M +166,340 +12%
HighTower Advisors
42
HighTower Advisors
Illinois
$189M +$11.5M +92,960 +6%
MWM
43
Mission Wealth Management
California
$189M +$8M +64,771 +4%
AssetMark Inc
44
AssetMark Inc
California
$181M -$16.2M -130,855 -8%
PFO
45
Pathstone Family Office
New Jersey
$179M +$134M +1,085,490 +297%
MML Investors Services
46
MML Investors Services
Massachusetts
$167M +$12.9M +104,577 +8%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$161M +$8.3M +67,205 +5%
FG
48
Foster Group
Iowa
$153M -$812K -6,580 -0.5%
Stifel Financial
49
Stifel Financial
Missouri
$146M -$1.42M -11,501 -1%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$146M +$780K +6,320 +0.5%