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Vanguard Value ETF

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.74%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.27%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$217M -$2.53M -15,744 -1%
UCFA
52
United Capital Financial Advisors
Texas
$213M -$4.18M -26,041 -2%
Stifel Financial
53
Stifel Financial
Missouri
$213M +$4.56M +28,453 +2%
FG
54
Foster Group
Iowa
$202M +$6.37M +39,706 +3%
MG
55
Mather Group
Illinois
$201M +$4.3M +26,382 +2%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$189M +$29.9M +186,176 +19%
WPW
57
Waldron Private Wealth
Pennsylvania
$189M +$3.33M +20,654 +2%
SA
58
Sanctuary Advisors
Indiana
$184M +$184M +1,164,222 New
EH
59
Equitable Holdings
New York
$180M -$27.1M -168,883 -13%
RIA
60
Retirement Investment Advisors
Oklahoma
$176M +$176M +1,096,463 New
GC
61
Garde Capital
Washington
$171M -$4.25M -26,494 -2%
Citigroup
62
Citigroup
New York
$167M +$17.7M +110,359 +12%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$160M +$3.41M +21,240 +2%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$160M +$356K +2,220 +0.2%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$155M +$10.6M +66,024 +7%
PAG
66
Private Advisor Group
New Jersey
$153M +$8.85M +55,144 +6%
US Bancorp
67
US Bancorp
Minnesota
$147M -$2.89M -18,044 -2%
SAI
68
Systematic Alpha Investments
New Jersey
$144M
MD
69
Money Design
Japan
$143M +$1.31M +8,147 +0.9%
BPA
70
Beacon Pointe Advisors
California
$138M +$685K +4,268 +0.5%
KAS
71
Kestra Advisory Services
Texas
$136M +$8.88M +58,643 +7%
VCP
72
Vista Capital Partners
Oregon
$134M -$1M -6,251 -0.7%
NA
73
NewEdge Advisors
Louisiana
$128M +$6.92M +43,122 +6%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$126M +$86.6M +540,023 +220%
BCM
75
Brookstone Capital Management
Illinois
$125M +$2.76M +16,471 +2%