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Vanguard Value ETF

2,024 hedge funds and large institutions have $78.2B invested in Vanguard Value ETF in 2023 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 795 increasing their positions, 719 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+198
Holders Change %
+10.84%
% of All Funds
29.67%
Holding in Top 10
389
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+12.43%
% of All Funds
5.7%
New
293
Increased
795
Reduced
719
Closed
63
Calls
$42.8M
Puts
$8.91M
Net Calls
+$33.8M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAM
1376
Cornerstone Advisors Asset Management
Pennsylvania
$598K
OP
1377
ORG Partners
Indiana
$598K +$443K +2,964 +287%
KA
1378
Klingman & Associates
New York
$596K -$13.6K -91 -2%
OWP
1379
Obermeyer Wealth Partners
Colorado
$593K +$72.5K +485 +14%
TSWM
1380
Triangle Securities Wealth Management
North Carolina
$593K +$299 +2 +0.1%
GCM
1381
Garland Capital Management
Washington
$588K
WB
1382
WesBanco Bank
West Virginia
$588K -$12.7K -85 -2%
KP
1383
Kitching Partners
Pennsylvania
$586K +$586K +3,921 New
OWA
1384
One Wealth Advisors
California
$586K -$13.5K -90 -2%
1WM
1385
1900 Wealth Management
Texas
$586K -$60.8K -407 -9%
Aristotle Capital Management
1386
Aristotle Capital Management
California
$583K +$95.8K +641 +20%
HAS
1387
HBW Advisory Services
California
$582K -$27.7K -185 -5%
KWA
1388
Kingswood Wealth Advisors
California
$581K +$312K +2,086 +116%
ANBT
1389
American National Bank & Trust
Texas
$578K +$43.7K +292 +8%
MIM
1390
Moseley Investment Management
Florida
$577K -$158K -1,056 -21%
GKWIM
1391
Gerber Kawasaki Wealth & Investment Management
California
$577K -$17.9K -120 -3%
CSC
1392
Caldwell Sutter Capital
California
$576K +$39.3K +263 +7%
ACM
1393
Absolute Capital Management
Pennsylvania
$576K +$34.2K +229 +6%
CRI
1394
Colonial River Investments
Virginia
$574K +$748 +5 +0.1%
BONH
1395
Bank of New Hampshire
New Hampshire
$571K -$1.5K -10 -0.3%
TLA
1396
Tanglewood Legacy Advisors
Texas
$568K -$266K -1,781 -32%
DP
1397
DDD Partners
Washington
$568K
RWM
1398
Rockwood Wealth Management
Pennsylvania
$562K -$14.5K -97 -3%
WCM
1399
Windsor Capital Management
Arizona
$561K -$292K -1,954 -34%
LC
1400
Lincoln Capital
Nebraska
$560K +$4.78K +32 +0.9%