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Vanguard Value ETF

1,220 hedge funds and large institutions have $43.4B invested in Vanguard Value ETF in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 492 increasing their positions, 312 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+189
Holders Change %
+18.33%
% of All Funds
21.65%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
3.05%
New
254
Increased
492
Reduced
312
Closed
45
Calls
$25M
Puts
$26M
Net Calls
-$1.01M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$20.1M +$1.1M +9,269 +6%
MAFM
152
Mid Atlantic Financial Management
Pennsylvania
$20M +$10.4M +87,233 +108%
FPIS
153
Financial Planning & Information Services
Wisconsin
$19.8M +$1.07M +8,970 +6%
BRWA
154
B. Riley Wealth Advisors
Florida
$19.7M -$3.62M -30,468 -16%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$19.5M +$2.57M +21,007 +15%
BSW
156
Buckingham Strategic Wealth
Missouri
$19.2M +$325K +2,730 +2%
PPP
157
Private Portfolio Partners
New Jersey
$19M +$240K +2,021 +1%
NL
158
NWAM LLC
Washington
$18.6M +$214K +1,796 +1%
MFW
159
Mosaic Family Wealth
Missouri
$18.6M +$1.11M +9,329 +6%
S
160
SignatureFD
Georgia
$18.4M -$333K -2,801 -2%
TCM
161
TD Capital Management
Tennessee
$18.1M -$183K -1,538 -1%
MSWMA
162
Market Street Wealth Management Advisors
Indiana
$18M +$507K +4,266 +3%
Capstone Investment Advisors
163
Capstone Investment Advisors
New York
$17.9M +$14.8M +124,674 +476%
TPCW
164
TD Private Client Wealth
New York
$17.7M -$495K -4,161 -3%
TWM
165
TMD Wealth Management
Arizona
$17.6M +$17.6M +148,299 New
FWP
166
Falcon Wealth Planning
California
$17.6M +$17.6M +148,220 New
NNP
167
Nachman Norwood & Parrott
South Carolina
$17.4M +$4.22M +35,489 +32%
MMA
168
Miracle Mile Advisors
California
$16.9M -$193K -1,626 -1%
SWP
169
Stratos Wealth Partners
Ohio
$16.8M +$850K +7,146 +5%
ECM
170
Evergreen Capital Management
Washington
$16.6M -$216K -1,819 -1%
AAP
171
Arax Advisory Partners
Colorado
$16.1M +$247K +2,077 +2%
BWFA
172
Baltimore-Washington Financial Advisors
Maryland
$16.1M +$437K +3,672 +3%
CWM
173
Capital Wealth Management
Rhode Island
$15.8M +$11.5K +97 +0.1%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$15.6M +$1.49M +12,558 +11%
BHWM
175
Bay Harbor Wealth Management
Maryland
$15.6M +$320K +2,689 +2%