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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 %
PP
701
Prosperity Planning
Missouri
$1.06M
AIP
702
Almanack Investment Partners
Pennsylvania
$1.03M +$403K +3,068 +64%
HCIA
703
Hochman Cole Investment Advisors
Illinois
$1.03M
JSL
704
JT Stratford LLC
Georgia
$1.03M +$36K +275 +4%
PWM
705
Perigon Wealth Management
California
$1.03M +$41.1K +313 +4%
LW
706
Linscomb Wealth
Texas
$1.02M +$27.1K +206 +3%
VFM
707
Vivid Financial Management
California
$1.01M -$177K -1,349 -15%
CGIM
708
Cannon Global Investment Management
Florida
$1.01M +$1.01M +7,700 New
TK
709
TIAA Kaspick
Massachusetts
$1.01M
BAM
710
Brave Asset Management
New Jersey
$1.01M +$32.2K +245 +3%
TA
711
TrueWealth Advisors
Alabama
$1M +$767K +5,728 +328%
MWM
712
Meridian Wealth Management
Kentucky
$999K +$12K +91 +1%
GTAM
713
Global Trust Asset Management
Florida
$997K +$201K +1,528 +25%
6F
714
626 Financial
Michigan
$995K +$995K +6,733 New
IFWM
715
Institute for Wealth Management
Colorado
$990K +$393K +2,990 +66%
LNWTC
716
Laird Norton Wetherby Trust Company
Washington
$986K +$314K +2,452 +47%
SMA
717
Sage Mountain Advisors
Georgia
$980K +$76.6K +583 +8%
HH
718
Hilltop Holdings
Texas
$976K -$25.4K -193 -3%
CA
719
Cornerstone Advisory
Maryland
$971K +$342K +2,601 +54%
FANJ
720
Financial Architects (New Jersey)
New Jersey
$970K +$250K +1,902 +35%
DY
721
Dowling & Yahnke
California
$969K +$3.94K +30 +0.4%
LFG
722
Larson Financial Group
Missouri
$969K +$15.6K +119 +2%
VCA
723
Verdence Capital Advisors
Maryland
$961K +$31.6K +240 +3%
TC
724
Trust Company
Kansas
$960K -$26.3K -200 -3%
GCA
725
Gradient Capital Advisors
California
$958K +$478K +3,631 +99%