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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 %
DF
2001
DecisionPoint Financial
Arizona
$6.88K
FGA
2002
Fortis Group Advisors
New Jersey
$6.58K +$3.29K +22 +100%
GWM
2003
Guardian Wealth Management
Illinois
$6.12K -$14.5K -97 -70%
TIM
2004
Thompson Investment Management
Wisconsin
$5.98K
SRCM
2005
Signature Resources Capital Management
California
$5.98K +$5.98K +40 New
SVCP
2006
Silicon Valley Capital Partners
California
$5.77K -$10.4K -70 -64%
MIM
2007
Macroview Investment Management
Maryland
$5.7K
MHR
2008
Matthew Hamilton Rosenberg
$5.53K +$5.53K +37 New
HWM
2009
HighMark Wealth Management
Minnesota
$4.96K
LOIP
2010
Live Oak Investment Partners
Texas
$4.78K -$4.41K
PWMG
2011
Prestige Wealth Management Group
New Jersey
$4.49K
EWP
2012
Elevation Wealth Partners
California
$4.41K
PCG
2013
PFC Capital Group
California
$4K +$4K +32 New
MFC
2014
Morris Financial Concepts
South Carolina
$3.44K
FFA
2015
Frazier Financial Advisors
Ohio
$3.29K +$3.29K +22 New
DF
2016
Dunhill Financial
United Kingdom
$3.14K -$1.9M -12,684 -100%
NC
2017
NewSquare Capital
Pennsylvania
$3.14K
GM
2018
GeoWealth Management
Illinois
$3K +$3K +18 New
PA
2019
Pineridge Advisors
Missouri
$2.99K +$2.99K +20 New
RFG
2020
RFP Financial Group
Georgia
$2.76K
CWA
2021
Carolina Wealth Advisors
South Carolina
$2.54K
APW
2022
Acima Private Wealth
Virginia
$2.24K
CAM
2023
Clarity Asset Management
Iowa
$2.09K +$2.09K +14 New
TFA
2024
Transamerica Financial Advisors
Florida
$2K
PCMC
2025
Planning Capital Management Corporation
Pennsylvania
$1.79K +$1.79K +12 New