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Vanguard Value ETF

1,816 hedge funds and large institutions have $67.6B invested in Vanguard Value ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 732 increasing their positions, 719 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,816
Holders Change
+29
Holders Change %
+1.62%
% of All Funds
28.64%
Holding in Top 10
354
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.58%
New
129
Increased
732
Reduced
719
Closed
77
Calls
$111M
Puts
$12.6M
Net Calls
+$98.1M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WFPG
1426
Waller Financial Planning Group
Ohio
$349K -$36.7K -258 -10%
B
1427
BetterWealth
California
$348K
TFA
1428
Triad Financial Advisors
North Carolina
$348K
GPA
1429
Garrison Point Advisors
California
$347K
ORC
1430
O'Rourke & Company
Massachusetts
$344K +$994 +7 +0.3%
KC
1431
Kingfisher Capital
North Carolina
$342K +$2.27K +16 +0.7%
FWA
1432
FSM Wealth Advisors
Ohio
$341K +$81.9K +574 +32%
DWM
1433
Dopkins Wealth Management
New York
$341K +$2.13K +15 +0.6%
GSB
1434
Greenfield Savings Bank
Massachusetts
$340K -$9.95K -70 -3%
VNB
1435
Virginia National Bank
Virginia
$340K -$995 -7 -0.3%
CCFCSB
1436
Cape Cod Five Cents Savings Bank
Massachusetts
$338K
SAM
1437
Seelaus Asset Management
New Jersey
$338K -$7.11K -50 -2%
MA
1438
MKT Advisors
California
$336K
IIL
1439
Insight Inv LLC
California
$335K
JCIA
1440
Jackson Creek Investment Advisors
Colorado
$334K +$9.68K +68 +3%
LW
1441
Lauer Wealth
Indiana
$333K
RMCM
1442
Reynders McVeigh Capital Management
Massachusetts
$333K -$74.3K -523 -18%
MWA
1443
Motive Wealth Advisors
Michigan
$333K
TPWA
1444
TRUE Private Wealth Advisors
Oregon
$332K +$17.5K +123 +6%
CFB
1445
Cullen/Frost Bankers
Texas
$332K -$893K -6,288 -73%
DA
1446
DCM Advisors
New York
$332K +$10.2K +72 +3%
SIAG
1447
Safeguard Investment Advisory Group
California
$329K -$17.9K -126 -5%
PP
1448
Patron Partners
Texas
$329K -$128K -900 -28%
CPSC
1449
Carl P. Sherr & Co
Massachusetts
$328K
Chevy Chase Trust
1450
Chevy Chase Trust
Maryland
$328K