VTV icon

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 %
LRIA
626
Leonard Rickey Investment Advisors
Washington
$1.54M +$13.8K +105 +0.9%
CA
627
Cambridge Associates
Massachusetts
$1.53M -$330K -2,511 -18%
COCM
628
Charter Oak Capital Management
New Hampshire
$1.52M +$93.7K +713 +7%
KPW
629
Kore Private Wealth
New York
$1.49M +$3.16K +24 +0.2%
VFIC
630
Valley Forge Investment Consultants
Pennsylvania
$1.49M +$750K +5,708 +101%
CFFP
631
Center for Financial Planning
Michigan
$1.49M +$181K +1,380 +14%
WS
632
Wedbush Securities
California
$1.47M +$1.14M +8,634 +337%
OIA
633
OneDigital Investment Advisors
Kansas
$1.46M -$1.71K -13 -0.1%
AIA
634
Alera Investment Advisors
Illinois
$1.45M -$171K -1,298 -11%
KWM
635
Kingsview Wealth Management
Oregon
$1.45M +$1.85K +14 +0.1%
MFG
636
Magnus Financial Group
New York
$1.44M -$46.4K -353 -3%
WAM
637
WNY Asset Management
New York
$1.44M +$1.44M +11,009 New
NFG
638
Nations Financial Group
Iowa
$1.42M +$318K +2,417 +29%
CL
639
CPWM LLC
Washington
$1.42M -$393K -2,990 -22%
RFN
640
RDA Financial Network
Iowa
$1.39M -$50.2K -382 -3%
CM
641
Columbus Macro
Pennsylvania
$1.39M
GAM
642
Gould Asset Management
California
$1.39M -$55.9K -425 -4%
BC
643
Burleson & Co
California
$1.39M -$258K -1,965 -16%
HSWM
644
Hubbell Strickland Wealth Management
Louisiana
$1.38M +$5.78K +44 +0.4%
THWM
645
Taylor Hoffman Wealth Management
Virginia
$1.36M -$123K -937 -8%
OBWG
646
Onyx Bridge Wealth Group
New York
$1.36M +$1.36M +10,324 New
AIA
647
Arbor Investment Advisors
North Carolina
$1.35M +$1.35M +10,282 New
CWP
648
Corepath Wealth Partners
Arizona
$1.35M +$127K +953 +10%
GCA
649
Greenwood Capital Associates
South Carolina
$1.35M +$1.35M +10,228 New
KJWM
650
Kiley Juergens Wealth Management
Washington
$1.34M +$1.34M +10,221 New