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Vanguard Value ETF

2,024 hedge funds and large institutions have $78.2B invested in Vanguard Value ETF in 2023 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 795 increasing their positions, 719 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+198
Holders Change %
+10.84%
% of All Funds
29.68%
Holding in Top 10
389
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+12.43%
% of All Funds
5.7%
New
293
Increased
795
Reduced
719
Closed
63
Calls
$42.8M
Puts
$8.91M
Net Calls
+$33.8M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$423M +$168M +1,125,045 +66%
RJA
27
Raymond James & Associates
Florida
$394M +$78.6M +525,878 +25%
PPFA
28
Provida Pension Fund Administrator
Chile
$385M -$28.8M -192,855 -7%
Charles Schwab
29
Charles Schwab
California
$382M -$46M -307,574 -11%
EWA
30
EP Wealth Advisors
California
$379M +$21.3M +142,467 +6%
Members Trust
31
Members Trust
Florida
$374M -$49.9M -333,015 -12%
CM
32
Churchill Management
California
$373M -$5.24M -35,045 -1%
PCIG
33
Partners Capital Investment Group
Massachusetts
$366M -$55.2M -368,949 -13%
Osaic Holdings
34
Osaic Holdings
Arizona
$352M -$137M -916,189 -28%
AAS
35
Avantax Advisory Services
Texas
$321M +$14.1M +94,241 +5%
MWM
36
Mission Wealth Management
California
$288M +$9.49M +63,455 +3%
PLFA
37
Pacific Life Fund Advisors
California
$278M -$4.88M -32,641 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$271M -$13M -87,085 -5%
AssetMark Inc
39
AssetMark Inc
California
$269M -$10.9M -72,847 -4%
CL
40
Choreo LLC
Illinois
$266M +$595K +3,977 +0.2%
FWI
41
Facet Wealth Inc
Maryland
$244M +$34M +223,940 +16%
RBA
42
Richard Bernstein Advisors
New York
$242M +$150M +1,006,453 +164%
SCM
43
SCS Capital Management
Massachusetts
$227M -$11.4M -76,504 -5%
PC
44
Permanens Capital
New York
$224M -$41.4M -276,818 -16%
TODC
45
Trustees of Dartmouth College
New Hampshire
$215M
UCFA
46
United Capital Financial Advisors
Texas
$213M -$121M -807,537 -36%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$204M +$31.5M +210,558 +18%
MML Investors Services
48
MML Investors Services
Massachusetts
$204M -$1.02M -6,793 -0.5%
CIAS
49
CBIZ Investment Advisory Services
Ohio
$204M +$8.12M +54,322 +4%
MWM
50
Modera Wealth Management
New Jersey
$197M +$13.2M +88,184 +7%