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Vanguard Value ETF

2,330 hedge funds and large institutions have $92.9B invested in Vanguard Value ETF in 2025 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 1,101 increasing their positions, 765 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
-8
Holders Change %
-0.34%
% of All Funds
31.65%
Holding in Top 10
399
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.01%
% of All Funds
5.42%
New
148
Increased
1,101
Reduced
765
Closed
101
Calls
$30.8M
Puts
$11.1M
Net Calls
+$19.7M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
2001
Waterloo Capital
Texas
$244K -$90K -521 -27%
DSC
2002
Duncker Streett & Co
Missouri
$244K
SCA
2003
Sage Capital Advisors
South Dakota
$243K -$10.5K -61 -4%
RIA
2004
Realta Investment Advisors
Delaware
$243K
BP
2005
BWM Planning
Texas
$243K +$173 +1 +0.1%
WC
2006
Whitney & Co
New York
$242K -$28.7K -166 -11%
CICI
2007
Capital Investment Counsel Inc
North Carolina
$241K -$5.18K -30 -2%
CWA
2008
Clarity Wealth Advisors
California
$241K -$18.5K -107 -7%
BAAM
2009
Baker Avenue Asset Management
California
$241K +$241K +1,397 New
FI
2010
Financial Insights
Washington
$240K
GA
2011
Greenspring Advisors
Maryland
$239K
CW
2012
Channel Wealth
California
$239K +$18.8K +109 +9%
PWP
2013
Pursue Wealth Partners
California
$239K +$239K +1,386 New
HCA
2014
Harbour Capital Advisors
Virginia
$239K -$4.67K -28 -2%
GWSA
2015
Global Wealth Strategies & Associates
Colorado
$239K -$8.64K -50 -3%
OWA
2016
Opal Wealth Advisors
New York
$238K -$864 -5 -0.4%
WAM
2017
Worth Asset Management
Texas
$238K -$2.6M -15,070 -92%
SSWM
2018
Smith Salley Wealth Management
North Carolina
$237K -$42.5K -246 -15%
MIM
2019
Marco Investment Management
Georgia
$236K -$2.25K -13 -0.9%
SMA
2020
Seven Mile Advisory
New Jersey
$234K
EM
2021
Excalibur Management
Massachusetts
$234K
FCM
2022
Family Capital Management
Michigan
$233K
YIA
2023
YHB Investment Advisors
Connecticut
$233K +$233K +1,347 New
CRC
2024
Curi RMB Capital
Illinois
$232K -$596K -3,453 -72%
TCM
2025
Triumph Capital Management
Colorado
$232K +$232K +1,342 New