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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
+$302M
2
PLFA
Pacific Life Fund Advisors
California
+$294M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$179M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
+$136M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$123M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.7B
2
Morgan Stanley
Morgan Stanley
New York
-$195M
3
CM
Churchill Management
California
-$186M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$145M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ashford Advisors
New York
$20.1M -$340K -2,390 -2%
LSPW
252
Lake Street Private Wealth
Illinois
$20M +$876K +6,164 +5%
NWM
253
NEIRG Wealth Management
Massachusetts
$19.9M +$1.75M +12,348 +10%
WF
254
Warner Financial
Maryland
$19.8M +$336K +2,365 +2%
HWA
255
Heartwood Wealth Advisors
Virginia
$19.8M +$18.9K +133 +0.1%
SFFS
256
Stonehage Fleming Financial Services
Jersey
$19.7M +$19.7M +138,590 New
PF
257
Parker Financial
Washington
$19.7M +$501K +3,527 +3%
NFC
258
Northeast Financial Consultants
Connecticut
$19.7M -$2.07M -14,538 -10%
CCM
259
Carlson Capital Management
Minnesota
$19.6M -$16.1K -113 -0.1%
TFA
260
Trinity Financial Advisors
Ohio
$19.6M -$2.56M -18,039 -12%
FAT
261
First American Trust
California
$19.4M +$596K +4,195 +3%
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$19.4M +$640K +4,501 +3%
GRP
263
Global Retirement Partners
California
$19.2M +$559K +3,933 +3%
CAC
264
Certified Advisory Corp
Florida
$19.2M -$387K -2,721 -2%
BFA
265
Bragg Financial Advisors
North Carolina
$19.2M +$274K +1,929 +1%
CWM
266
Capital Wealth Management
Rhode Island
$18.8M +$209K +1,471 +1%
HWM
267
Hemington Wealth Management
Virginia
$18.8M -$1.51M -10,592 -7%
HP
268
Hilltop Partners
Indiana
$18.8M -$1.48M -10,395 -7%
DSA
269
Droms Strauss Advisors
Missouri
$18.6M +$9.36M +130,917 +101%
BW
270
BIP Wealth
Georgia
$18.4M +$4.19M +29,512 +30%
LNC
271
Lincoln National Corp
Pennsylvania
$18.4M +$968K +6,812 +6%
MA
272
Mutual Advisors
Nebraska
$18.3M +$2.62M +18,413 +17%
TW
273
Towerpoint Wealth
California
$18.2M +$136K +960 +0.8%
CPIG
274
Chicago Partners Investment Group
Illinois
$18.2M +$9.53M +65,376 +110%
GFWA
275
Grey Fox Wealth Advisors
Delaware
$18M +$4.14M +29,167 +30%
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