VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,816 hedge funds and large institutions have $67.6B invested in Vanguard Value ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 732 increasing their positions, 719 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,816
Holders Change
+29
Holders Change %
+1.62%
% of All Funds
28.64%
Holding in Top 10
354
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.58%
New
129
Increased
732
Reduced
719
Closed
77
Calls
$111M
Puts
$12.6M
Net Calls
+$98.1M
Net Calls Change
+$41.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
$375M
2
PLFA
Pacific Life Fund Advisors
California
$294M
3
PCIG
Partners Capital Investment Group
Massachusetts
$478M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
$136M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$7.55B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$13.2B
2
Morgan Stanley
Morgan Stanley
New York
$3.94B
3
CM
Churchill Management
California
$365M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$23.7M -$6.36M -44,601 -21%
KCM
227
Kaye Capital Management
California
$23.6M -$529K -3,722 -2%
M&T Bank
228
M&T Bank
New York
$23.3M +$9.95K +70 +0%
WA
229
Wealth Architects
California
$23.2M -$577K -4,058 -2%
Brown Advisory
230
Brown Advisory
Maryland
$23.1M +$1.48M +10,409 +7%
PCMC
231
Private Capital Management (Colorado)
Colorado
$23M -$2.44M -17,196 -10%
TGAM
232
TBH Global Asset Management
Tennessee
$22.6M +$1.38M +9,726 +7%
MFWP
233
Mosaic Family Wealth Partners
Missouri
$22.6M -$696K -4,899 -3%
EWA
234
EverSource Wealth Advisors
Alabama
$22.4M +$1.85M +13,050 +9%
PCA
235
Prosperity Capital Advisors
Ohio
$22.3M +$1.97M +13,897 +10%
OFP
236
OLIO Financial Planning
Virginia
$22M +$2.21M +15,533 +11%
MCM
237
Manchester Capital Management
Vermont
$21.7M -$1.46M -10,247 -6%
MFG
238
Merit Financial Group
Georgia
$21.5M +$2.58M +18,179 +14%
CC
239
Courier Capital
New York
$21.3M -$147K -1,036 -0.7%
PFS
240
Prospera Financial Services
Texas
$21.2M +$687K +4,834 +3%
FCA
241
FLC Capital Advisors
California
$21M +$2M +14,067 +11%
SIC
242
Sigma Investment Counselors
Michigan
$20.9M +$491K +3,456 +2%
TCM
243
TD Capital Management
Tennessee
$20.8M +$73K +514 +0.4%
CCM
244
Coldstream Capital Management
Washington
$20.7M -$213K -1,500 -1%
AFG
245
AFS Financial Group
Maryland
$20.5M -$1.35M -9,507 -6%
WFA
246
Wellspring Financial Advisors
Ohio
$20.4M -$170K -8,131 -0.8%
AWM
247
AAF Wealth Management
Massachusetts
$20.3M +$137K +967 +0.7%
HWAM
248
Hennion & Walsh Asset Management
New Jersey
$20.3M -$19.5M -137,335 -49%
MSA
249
Marino Stram & Associates
Massachusetts
$20.3M +$162K +1,137 +0.8%
WP
250
WealthShield Partners
North Carolina
$20.2M +$143K +1,007 +0.7%
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