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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 %
AI
126
Atria Investments
North Carolina
$65.2M +$18M +120,129 +38%
FSWA
127
Financial Synergies Wealth Advisors
Texas
$63.8M -$299K -2,132 -0.5%
RA
128
Rodgers & Associates
Pennsylvania
$63.1M +$836K +5,595 +1%
NFG
129
Nadler Financial Group
Illinois
$62.7M +$1.86M +12,413 +3%
BRWA
130
B. Riley Wealth Advisors
Florida
$62.7M -$18.7M -125,235 -23%
Corient Private Wealth
131
Corient Private Wealth
Florida
$62.5M -$11.2M -74,647 -15%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$61.3M -$5.82M -38,930 -9%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$61.2M +$5.61M +37,524 +10%
TC
134
Trust Company
Kansas
$59.9M +$722K +4,830 +1%
PW
135
Peninsula Wealth
California
$59.2M -$9.1M -60,873 -13%
PPW
136
Pasadena Private Wealth
California
$59.1M +$946K +6,331 +2%
HB
137
HTLF Bank
Colorado
$58.5M +$58.5M +391,600 New
FHB
138
First Hawaiian Bank
Hawaii
$58.4M +$315K +2,105 +0.5%
TWM
139
TMD Wealth Management
Arizona
$58.3M -$170K -1,139 -0.3%
CW
140
CreativeOne Wealth
Kansas
$57.9M +$2.09M +14,001 +4%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$57.6M -$2.03M -13,596 -3%
CCM
142
Coldstream Capital Management
Washington
$57.3M +$36M +240,903 +169%
Russell Investments Group
143
Russell Investments Group
United Kingdom
$57.3M -$12.4K -83 -0%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$57M -$527K -3,524 -0.9%
SQA
145
Simon Quick Advisors
New Jersey
$56.7M +$467K +3,125 +0.8%
RWB
146
RMR Wealth Builders
New Jersey
$55.9M -$6.2M -41,497 -10%
UA
147
Unison Advisors
District of Columbia
$54.4M +$413K +2,765 +0.8%
S
148
SignatureFD
Georgia
$54.2M -$503K -3,362 -0.9%
SP
149
Symmetry Partners
Connecticut
$53.3M +$479K +3,201 +0.9%
EI
150
Ellevest Inc
New York
$51.3M +$1.44M +9,651 +3%