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Vanguard Value ETF

2,337 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 701 reducing their positions, and 76 closing their positions.

Holders
2,337
Holders Change
+213
Holders Change %
+10.03%
% of All Funds
31.13%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
701
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$48.5B 286,540 +4,901 +2%
Bank of America
2
Bank of America
North Carolina
$20.4B 120,257,838 +1,952,615 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$9.12B 53,858,087 +1,672,314 +3%
Morgan Stanley
4
Morgan Stanley
New York
$5.23B 30,873,476 +1,820,455 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.4B 20,106,381 +311,671 +2%
UBS Group
6
UBS Group
Switzerland
$2.24B 13,221,827 +225,726 +2%
Ameriprise
7
Ameriprise
Minnesota
$1.72B 10,151,994 +601,539 +6%
LPL Financial
8
LPL Financial
California
$1.62B 9,542,614 +154,064 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$1.29B 7,613,182 +7,613,182 New
Wells Fargo
10
Wells Fargo
California
$1.22B 7,177,299 +901,037 +14%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$1.05B 6,229,085 -84,839 -1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$932M 5,506,158 +174,698 +3%
Betterment LLC
13
Betterment LLC
New York
$922M 5,448,671 -340,576 -6%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$918M 5,422,212 +44 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$890M 5,255,359 +160,357 +3%
DADC
16
D.A. Davidson & Co
Montana
$866M 5,112,238 +69,429 +1%
RWP
17
RWA Wealth Partners
Massachusetts
$832M 4,912,009 +56,140 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$796M 4,703,359 -65,800 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$725M 4,281,482 -107,468 -2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$704M 4,156,445 -3,896 -0.1%
Mariner
21
Mariner
Kansas
$687M 4,060,266 +12,032 +0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$594M 3,511,386 +158,999 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$588M 3,471,459 +181,914 +6%
Goldman Sachs
24
Goldman Sachs
New York
$576M 3,400,461 +62,877 +2%
SEI Investments
25
SEI Investments
Pennsylvania
$572M 3,378,559 +32,995 +1%