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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 %
QIM
501
Quest Investment Management
Oregon
$2.83M -$329K -2,500 -10%
PFWA
502
Paces Ferry Wealth Advisors
Georgia
$2.82M +$15.1K +115 +0.5%
PCA
503
Personal Capital Advisors
California
$2.82M +$110K +838 +4%
MSAM
504
Moloney Securities Asset Management
Missouri
$2.81M +$2.81M +21,393 New
AF
505
Advisornet Financial
Minnesota
$2.81M +$160K +1,214 +6%
ACP
506
Aveo Capital Partners
Colorado
$2.79M +$2.79M +21,223 New
HR
507
Hardy Reed
Mississippi
$2.76M +$2.76M +21,000 New
SWM
508
Segment Wealth Management
Texas
$2.74M
FCH
509
Freestone Capital Holdings
Washington
$2.72M +$1.07M +8,150 +65%
CAG
510
Csenge Advisory Group
Florida
$2.71M +$218K +1,630 +9%
SWA
511
SOA Wealth Advisors
New York
$2.71M +$6.97K +53 +0.3%
HWMG
512
Hurlow Wealth Management Group
Indiana
$2.69M -$108K -820 -4%
IA
513
Insight Advisors
Pennsylvania
$2.69M +$13.2K +97 +0.5%
GLA
514
Great Lakes Advisors
Illinois
$2.65M +$39.4K +300 +2%
MG
515
MilWealth Group
Wisconsin
$2.65M -$133K -1,010 -5%
CTC
516
Central Trust Company
Missouri
$2.61M +$8.68K +66 +0.3%
BMCM
517
Bryn Mawr Capital Management
Pennsylvania
$2.58M +$84.1K +640 +3%
PA
518
Paracle Advisors
Washington
$2.56M -$146K -1,113 -5%
CFP
519
Curran Financial Partners
South Carolina
$2.53M +$619K +4,705 +32%
IP
520
Intellectus Partners
California
$2.52M +$181K +1,376 +8%
DWT
521
Dorsey & Whitney Trust
South Dakota
$2.52M -$306K -2,330 -11%
CAM
522
Carret Asset Management
New York
$2.52M +$104K +791 +4%
EDRIA
523
Edmonds Duncan Registered Investment Advisors
Kansas
$2.51M +$19.2K +146 +0.8%
CANC
524
Culbertson A N & Co
Virginia
$2.5M +$157K +1,195 +7%
PO
525
Private Ocean
California
$2.49M +$36.9K +281 +2%