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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 %
CA
2001
Centerpoint Advisors
Massachusetts
$16K
FMB
2002
Field & Main Bank
Kentucky
$16K
EAM
2003
Eukles Asset Management
Ohio
$15.6K
CPG
2004
Cornerstone Planning Group
New Jersey
$15K -$21K -133 -58%
TVWM
2005
Tower View Wealth Management
Wisconsin
$14.7K -$35.3K -217 -71%
MIA
2006
MeadowBrook Investment Advisors
Michigan
$14.7K
MWM
2007
Mascoma Wealth Management
New Hampshire
$13.8K -$14.7K -90 -51%
PCA
2008
Providence Capital Advisors
North Carolina
$13.7K +$13.7K +84 New
QC
2009
Quent Capital
New York
$13.6K
EW
2010
Element Wealth
Mississippi
$13.4K +$1.63K +10 +14%
DFA
2011
DHJJ Financial Advisors
Illinois
$13K
WWM
2012
Wolff Wiese Magana
California
$12.9K
PK
2013
Pflug Koory
Nebraska
$12.1K
CWA
2014
Core Wealth Advisors
Florida
$11.9K
TF
2015
Tompkins Financial
New York
$11.6K +$11.6K +71 New
MM
2016
Main Management
California
$11K
SWS
2017
SYSTM Wealth Solutions
Illinois
$10.8K -$69.6K -427 -87%
MLA
2018
MB, Levis & Associates
Pennsylvania
$9.63K
PP
2019
PFS Partners
New Jersey
$9.47K
IRAG
2020
Investment Research & Advisory Group
Georgia
$9.45K
FAM
2021
Family Asset Management
South Carolina
$9.28K +$8.14K +50 +714%
VDBMI
2022
Van Den Berg Management I
Texas
$8.79K
FFC
2023
First Financial Corp
Indiana
$8.31K
MHR
2024
Matthew Hamilton Rosenberg
$7.46K +$1.46K +9 +24%
DF
2025
DecisionPoint Financial
Arizona
$7.26K