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Vanguard Value ETF

2,045 hedge funds and large institutions have $80.4B invested in Vanguard Value ETF in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 807 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+21
Holders Change %
+1.04%
% of All Funds
29.64%
Holding in Top 10
383
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.54%
% of All Funds
5.55%
New
156
Increased
824
Reduced
807
Closed
103
Calls
$44.9M
Puts
$7.37M
Net Calls
+$37.5M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
1751
Dimension Capital Management
Florida
$253K
MSWM
1752
McGlone Suttner Wealth Management
Wisconsin
$251K
LLWM
1753
Life Line Wealth Management
California
$251K -$57.8K -355 -19%
N
1754
Natixis
France
$249K -$119K -732 -32%
PBO
1755
Peoples Bank (Ohio)
Ohio
$249K +$249K +1,526 New
SCA
1756
Stuart Chaussee & Associates
California
$249K +$227K +1,396 +1,074%
MWA
1757
Mills Wealth Advisors
Texas
$248K +$13.5K +83 +6%
SAM
1758
Satovsky Asset Management
New York
$248K -$9.61K -59 -4%
IP
1759
Ignite Planners
California
$248K -$2.27K -14 -0.9%
RLIM
1760
Red Lighthouse Investment Management
New York
$248K
EWA
1761
Encompass Wealth Advisors
Oregon
$248K
CI
1762
Ceera Investments
Texas
$248K
GFS
1763
GYL Financial Synergies
Connecticut
$246K -$1.63K -10 -0.7%
FPGT
1764
Financial Partners Group (Tennessee)
Tennessee
$244K +$244K +1,500 New
PWA
1765
PCG Wealth Advisors
Kansas
$244K +$14K +86 +6%
HCA
1766
Harbour Capital Advisors
Virginia
$242K
RWP
1767
Revolve Wealth Partners
New Jersey
$241K -$38.6K -237 -14%
TWP
1768
Tyche Wealth Partners
Texas
$241K -$25.6K -157 -10%
BSB
1769
Bangor Savings Bank
Maine
$241K
SAM
1770
Silvercrest Asset Management
New York
$240K -$134K -825 -36%
VFG
1771
Valley Financial Group
Pennsylvania
$240K -$351K -2,155 -59%
ASI
1772
Advisory Services & Investments
Oregon
$239K
TNA
1773
True North Advisors
Texas
$239K -$96.7K -594 -29%
BI
1774
Berkeley Inc
Idaho
$239K +$163 +1 +0.1%
LFS
1775
Legacy Financial Strategies
Kansas
$238K +$238K +1,460 New