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Vanguard Value ETF

1,347 hedge funds and large institutions have $56.2B invested in Vanguard Value ETF in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 670 increasing their positions, 353 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+50
Holders Change %
+3.86%
% of All Funds
23.52%
Holding in Top 10
216
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+7.46%
% of All Funds
3.77%
New
127
Increased
670
Reduced
353
Closed
62
Calls
$38.1M
Puts
$40.6M
Net Calls
-$2.51M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FFWA
1126
FRG Family Wealth Advisors
Washington
$252K
BIM
1127
Bridges Investment Management
Nebraska
$252K +$4.39K +32 +2%
PD
1128
Planning Directions
Pennsylvania
$251K +$251K +1,829 New
HPC
1129
Hobart Private Capital
North Carolina
$251K +$3.71K +27 +2%
SFG
1130
Sovereign Financial Group
Connecticut
$250K
SCA
1131
Stonebridge Capital Advisors
Minnesota
$250K +$139K +1,035 +125%
RA
1132
Riversedge Advisors
Delaware
$249K
OHIS
1133
Oak Harvest Investment Services
Texas
$248K +$248K +1,805 New
PGA
1134
Portland Global Advisors
Maine
$247K
KWMG
1135
King Wealth Management Group
Florida
$247K +$247K +1,800 New
SHA
1136
Seneca House Advisors
Virginia
$245K -$36K -262 -13%
TCM
1137
Telos Capital Management
California
$245K +$2.75K +20 +1%
TLFA
1138
True Link Financial Advisors
California
$244K -$100K -729 -29%
AAS
1139
Annex Advisory Services
Wisconsin
$244K +$9.09K +66 +4%
IF
1140
Intrua Financial
Texas
$244K +$23.2K +163 +11%
SSC
1141
Syverson Strege & Co
Iowa
$243K
ISWM
1142
Independent Solutions Wealth Management
New York
$243K +$243K +1,765 New
EC
1143
Estate Counselors
Wisconsin
$240K +$240K +1,750 New
WCFA
1144
Walkner Condon Financial Advisors
Wisconsin
$238K -$30K -218 -11%
MIC
1145
Means Investment Company
Maine
$238K +$6.32K +46 +3%
SAG
1146
Spotlight Asset Group
Illinois
$235K
RF
1147
RHS Financial
California
$235K
PP
1148
Professional Planning
California
$234K -$1.92K -14 -0.8%
PCH
1149
PGIM Custom Harvest
New Jersey
$234K
FB
1150
Fulton Bank
Pennsylvania
$232K