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Vanguard Value ETF

2,330 hedge funds and large institutions have $92.9B invested in Vanguard Value ETF in 2025 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 1,101 increasing their positions, 765 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
-8
Holders Change %
-0.34%
% of All Funds
31.65%
Holding in Top 10
399
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.01%
% of All Funds
5.42%
New
148
Increased
1,101
Reduced
765
Closed
101
Calls
$30.8M
Puts
$11.1M
Net Calls
+$19.7M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FDW
676
Fourth Dimension Wealth
Ohio
$5.65M +$8.64K +50 +0.2%
MAM
677
McLean Asset Management
Virginia
$5.63M -$96K -625 -2%
WCM
678
Winthrop Capital Management
Indiana
$5.63M -$347K -2,008 -6%
USCWA
679
U.S. Capital Wealth Advisors
Texas
$5.59M -$87.1K -504 -2%
BST
680
Bath Savings Trust
Maine
$5.58M +$39.9K +231 +0.7%
RTL
681
Red Tortoise LLC
Georgia
$5.57M -$6.91K -40 -0.1%
OCM
682
One Capital Management
California
$5.54M +$60.1K +348 +1%
WTA
683
Washington Trust Advisors
Massachusetts
$5.53M -$20K -116 -0.4%
SFS
684
Security Financial Services
Indiana
$5.53M +$1.47M +8,489 +36%
LFA
685
Laraway Financial Advisors
Minnesota
$5.51M +$653K +3,781 +13%
CA
686
Clune & Associates
Illinois
$5.51M +$938K +5,432 +21%
SWA
687
Stratos Wealth Advisors
Ohio
$5.5M -$627K -3,629 -10%
WPWM
688
Windward Private Wealth Management
Kansas
$5.48M -$30.6K -177 -0.6%
ALC
689
Alexander Labrunerie & Co
Missouri
$5.48M +$74.1K +429 +1%
TYCC
690
Texas Yale Capital Corp
Florida
$5.47M +$39.2K +227 +0.7%
SWA
691
Sax Wealth Advisors
New Jersey
$5.47M +$91.4K +529 +2%
PF
692
PlanWiser Financial
Colorado
$5.46M +$5.46M +32,552 New
TFA
693
Trinity Financial Advisors
Ohio
$5.43M -$280K -1,677 -5%
CAL
694
Capital Advisors Ltd
Ohio
$5.41M -$85.7K -496 -2%
YWS
695
Yarger Wealth Strategies
Ohio
$5.39M -$127K -734 -2%
BAM
696
Beaumont Asset Management
Texas
$5.37M +$99.8K +578 +2%
BP
697
Ballentine Partners
Massachusetts
$5.36M +$356K +2,061 +7%
SJGA
698
Stephen J. Garry & Associates
New York
$5.32M +$265K +1,532 +5%
DWM
699
Destination Wealth Management
California
$5.32M +$221K +1,278 +4%
SCP
700
Stevens Capital Partners
Nebraska
$5.31M -$2.01M -11,616 -27%