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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 %
RMA
751
Roffman Miller Associates
Pennsylvania
$847K +$3.29K +25 +0.4%
FCA
752
FinTrust Capital Advisors
South Carolina
$837K -$36.1K -275 -4%
DIA
753
Dana Investment Advisors
Wisconsin
$829K +$567K +4,313 +217%
FPCP
754
Fort Point Capital Partners
California
$814K +$532K +4,045 +188%
FA
755
FC Advisory
Pennsylvania
$804K +$3.02K +23 +0.4%
WFPG
756
Waller Financial Planning Group
Ohio
$802K -$25K -190 -3%
WCM
757
Windsor Capital Management
Arizona
$794K +$920 +7 +0.1%
PSUF
758
People's United Financial
Connecticut
$778K +$84.5K +643 +12%
LFAS
759
Level Four Advisory Services
Texas
$767K +$170K +1,290 +28%
CCG
760
Chatham Capital Group
Georgia
$766K +$13.1K +100 +2%
NL
761
Navalign LLC
California
$765K +$765K +5,818 New
CA
762
Calton & Associates
Florida
$763K +$36K +274 +5%
MAM
763
Marotta Asset Management
Virginia
$763K -$16.1K -122 -2%
JWM
764
Jackson Wealth Management
Florida
$748K +$748K +5,689 New
IWA
765
Inspirion Wealth Advisors
Illinois
$739K -$8.94K -68 -1%
DJSG
766
D.J. St. Germain
Massachusetts
$734K +$33.8K +257 +5%
RFA
767
Reilly Financial Advisors
California
$732K +$415K +3,156 +131%
GGS
768
Galvin Gaustad & Stein
Arizona
$731K +$71.4K +543 +11%
FM
769
Foster & Motley
Ohio
$730K
MGWM
770
Marks Group Wealth Management
Minnesota
$729K
EWM
771
Executive Wealth Management
Michigan
$724K +$124K +947 +21%
OCPWS
772
One Charles Private Wealth Services
Massachusetts
$721K +$180K +1,369 +33%
LWM
773
Liberty Wealth Management
California
$718K
DWM
774
Doyle Wealth Management
Florida
$715K -$33.7K -256 -4%
CIA
775
Capital Investment Advisors
Georgia
$715K +$83.8K +638 +13%