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Vanguard Value ETF

1,826 hedge funds and large institutions have $67.3B invested in Vanguard Value ETF in 2023 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 800 increasing their positions, 654 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+10
Holders Change %
+0.55%
% of All Funds
29.11%
Holding in Top 10
346
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.26%
% of All Funds
5.52%
New
120
Increased
800
Reduced
654
Closed
86
Calls
$29.4M
Puts
$10.8M
Net Calls
+$18.6M
Net Calls Change
-$79.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
1726
Barclays
United Kingdom
$57K -$13.8K -100 -20%
LWA
1727
Lowe Wealth Advisors
Maryland
$56.8K
AIA
1728
Arcadia Investment Advisors
Idaho
$56.1K
TVWM
1729
Tower View Wealth Management
Wisconsin
$56K +$277 +2 +0.5%
ATC
1730
Adirondack Trust Company
New York
$50.3K
SN
1731
Sittner & Nelson
Oregon
$50.1K
OHWP
1732
Oak Harbor Wealth Partners
North Carolina
$49.9K
CPG
1733
Cornerstone Planning Group
New Jersey
$49K -$20.3K -147 -29%
AFG
1734
Albion Financial Group
Utah
$47.3K +$31.4K +228 +198%
WPA
1735
West Paces Advisors
Georgia
$47K
NRC
1736
New Republic Capital
North Carolina
$45K
WT
1737
Washington Trust
Rhode Island
$44.3K
DWMG
1738
DB Wealth Management Group
California
$43.6K
RDIA
1739
RE Dickinson Investment Advisors
Iowa
$42K +$42K +306 New
CB
1740
Centennial Bank
Arkansas
$41.7K
BWM
1741
BigSur Wealth Management
Florida
$41.4K
FCMT
1742
Founders Capital Management (Texas)
Texas
$41.4K
CNBTD
1743
Citizens National Bank Trust Department
Mississippi
$38.6K
NRG
1744
Nemes Rush Group
Michigan
$38.5K
AC
1745
AlphaCore Capital
California
$37.7K
GA
1746
GoalVest Advisory
New York
$37.4K +$6.76K +49 +22%
CWM
1747
Compass Wealth Management
Connecticut
$35.9K
MBFW
1748
Morton Brown Family Wealth
Pennsylvania
$35.6K
HWA
1749
HHM Wealth Advisors
Tennessee
$34.2K
TF
1750
Tompkins Financial
New York
$34.1K