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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 %
HPC
1901
HM Payson & Co
Maine
$75.5K +$2.24K +15 +3%
LFA
1902
Livelsberger Financial Advisory
Ohio
$75.3K +$75.3K +504 New
AA
1903
AlphaMark Advisors
Kentucky
$75K -$3.75K -25 -5%
BEI
1904
Benjamin Edwards Inc
Missouri
$75K
CT
1905
Clearstead Trust
Maine
$74.9K
SWS
1906
SYSTM Wealth Solutions
Illinois
$73.7K +$73.7K +493 New
RWM
1907
Ruedi Wealth Management
Illinois
$68.1K +$150 +1 +0.2%
AA
1908
Addison Advisors
Vermont
$67.4K
M
1909
MOTCO
Texas
$67.3K
AGWCA
1910
Annis Gardner Whiting Capital Advisors
Florida
$65K
DCM
1911
Davis Capital Management
Florida
$64.9K +$64.9K +434 New
APW
1912
Atlantic Private Wealth
North Carolina
$63.1K -$125K -839 -67%
POIA
1913
Pin Oak Investment Advisors
Texas
$62K -$3.59K -24 -5%
Barclays
1914
Barclays
United Kingdom
$62K
LWA
1915
Lowe Wealth Advisors
Maryland
$61.6K
AIA
1916
Arcadia Investment Advisors
Idaho
$60.8K
CPG
1917
Custom Portfolio Group
Colorado
$59.1K +$59.1K +1,538 New
W
1918
WealthCollab
Washington
$59K +$59K +395 New
RPCA
1919
Running Point Capital Advisors
California
$57.9K -$9.72K -65 -14%
JWM
1920
Janiczek Wealth Management
Colorado
$57.6K -$34.5K -231 -38%
TWD
1921
True Wealth Design
Ohio
$57.3K -$49.5K -331 -46%
SN
1922
Sittner & Nelson
Oregon
$54.3K
OHWP
1923
Oak Harbor Wealth Partners
North Carolina
$54.1K
YDMI
1924
Y.D. More Investments
Israel
$53.6K +$31.1K +208 +138%
SNB
1925
Security National Bank
Nebraska
$52.3K +$52.3K +350 New