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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 %
SAM
851
Sawgrass Asset Management
Florida
$3.36M -$95K -550 -3%
LGWM
852
Litman Gregory Wealth Management
California
$3.35M +$173 +1 +0%
NB
853
Nicolet Bankshares
Wisconsin
$3.35M -$25.9K -150 -0.8%
SFC
854
Strategic Financial Concepts
Texas
$3.34M +$300K +1,739 +10%
FWM
855
Forza Wealth Management
Florida
$3.33M +$313K +1,810 +10%
IA
856
Insight Advisors
Pennsylvania
$3.32M +$691 +4 +0%
JIC
857
Joel Isaacson & Co
New York
$3.31M +$968K +5,605 +41%
Empower Advisory Group
858
Empower Advisory Group
Colorado
$3.3M +$119K +691 +4%
FAIM
859
Financial Advocates Investment Management
Washington
$3.28M -$5.95M -34,439 -64%
NAMP
860
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.27M +$240K +1,390 +8%
TL
861
Tradewinds LLC
North Carolina
$3.26M +$1.15M +6,641 +54%
LIM
862
Leavell Investment Management
Alabama
$3.26M +$44.7K +259 +1%
MA
863
MONECO Advisors
Connecticut
$3.24M +$24.4K +141 +0.8%
CI
864
Cambiar Investors
Colorado
$3.24M +$1.5M +8,706 +87%
MAS
865
Meeder Advisory Services
Ohio
$3.24M +$696K +4,029 +27%
PWP
866
Principle Wealth Partners
Connecticut
$3.24M +$37.8K +219 +1%
CA
867
Cornerstone Advisory
Maryland
$3.23M +$163K +980 +5%
SSWM
868
Sheets Smith Wealth Management
North Carolina
$3.22M +$173 +1 +0%
LKBC
869
L.K. Benson & Company
Maryland
$3.2M -$297K -1,721 -9%
UBV
870
United Bank (Virginia)
Virginia
$3.19M -$847K -4,901 -21%
WFS
871
Weitzel Financial Services
Iowa
$3.18M +$115K +690 +4%
AF
872
Advisornet Financial
Minnesota
$3.17M +$74.8K +433 +2%
LWM
873
Luminvest Wealth Management
Arizona
$3.17M +$14.7K +85 +0.5%
JWA
874
JFS Wealth Advisors
Pennsylvania
$3.17M +$2.81M +16,262 +788%
GT
875
Glenview Trust
Kentucky
$3.15M -$221K -1,282 -7%