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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 %
CWP
1926
Concord Wealth Partners
Virginia
$51.5K +$18.1K +121 +54%
WPA
1927
West Paces Advisors
Georgia
$51K
BFS
1928
Burkett Financial Services
South Carolina
$50.7K +$50.7K +339 New
VWWMG
1929
Vermillion & White Wealth Management Group
Pennsylvania
$49.6K +$49.6K +332 New
NRC
1930
New Republic Capital
North Carolina
$47.2K -$1.5K -10 -3%
TVWM
1931
Tower View Wealth Management
Wisconsin
$46K -$14.7K -98 -24%
CB
1932
Centennial Bank
Arkansas
$45.2K
BWM
1933
BigSur Wealth Management
Florida
$44.9K
FCMT
1934
Founders Capital Management (Texas)
Texas
$44.9K
EWA
1935
Elevate Wealth Advisory
Georgia
$44K +$44K +294 New
CNBTD
1936
Citizens National Bank Trust Department
Mississippi
$41.9K
NRG
1937
Nemes Rush Group
Michigan
$41.7K
CP
1938
Castleview Partners
Texas
$41.2K +$24.6K +165 +149%
RDIA
1939
RE Dickinson Investment Advisors
Iowa
$41K -$4.46K -30 -10%
MBFW
1940
Morton Brown Family Wealth
Pennsylvania
$39.6K +$1.05K +7 +3%
CWM
1941
Compass Wealth Management
Connecticut
$38.9K
HWA
1942
HHM Wealth Advisors
Tennessee
$37.1K
MPWT
1943
MassMutual Private Wealth & Trust
Connecticut
$36.9K +$36.9K +247 New
LB
1944
Legacy Bridge
Iowa
$35.1K
TCM
1945
Tradewinds Capital Management
Washington
$34.7K
CPG
1946
Cornerstone Planning Group
New Jersey
$34.1K -$19K -127 -36%
KHC
1947
Koesten Hirschmann & Crabtree
Kansas
$33.9K +$748 +5 +2%
AW
1948
Avion Wealth
Texas
$33K +$10.8K +73 +48%
MRCM
1949
M&R Capital Management
New Jersey
$31.5K
WWM
1950
Wagner Wealth Management
South Carolina
$31.1K +$10.8K +72 +53%