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
+$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 %
BHWM
276
Bay Harbor Wealth Management
Maryland
$18M -$454K -3,192 -2%
RA
277
Rise Advisors
New York
$17.9M +$1.53M +10,798 +9%
VC
278
Veery Capital
Delaware
$17.9M +$30.8K +217 +0.2%
AF
279
Affiance Financial
Minnesota
$17.8M +$330K +2,324 +2%
QIM
280
Quest Investment Management
Oregon
$17.8M +$93.2K +656 +0.5%
FPB
281
First PREMIER Bank
South Dakota
$17.8M +$45K +317 +0.3%
SWP
282
Stratos Wealth Partners
Ohio
$17.5M +$6.57M +46,224 +60%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$17.4M +$362K +2,540 +2%
CAM
284
Clark Asset Management
New Hampshire
$17.4M +$3.3M +23,197 +23%
ASN
285
Advisory Services Network
Georgia
$17.4M +$3.17M +22,338 +22%
GVAG
286
Great Valley Advisor Group
Delaware
$17.3M -$1.33M -9,336 -7%
SWM
287
Spire Wealth Management
Virginia
$17.2M -$119K -838 -0.7%
EA
288
Evolution Advisers
Virginia
$17.1M -$660K -4,645 -4%
AFS
289
Annapolis Financial Services
Maryland
$17M -$295K -2,076 -2%
NFP
290
NorthLanding Financial Partners
New York
$16.9M -$8.58M -60,371 -34%
PPWM
291
PFG Private Wealth Management
Florida
$16.8M +$699K +4,922 +4%
BWM
292
Boyd Wealth Management
California
$16.6M +$184K +1,293 +1%
SGWM
293
Sterling Group Wealth Management
California
$16.5M +$50K +352 +0.3%
2L
294
25 LLC
Missouri
$16.4M +$791K +5,522 +5%
GFA
295
Gallagher Fiduciary Advisors
Illinois
$16.4M +$463K +3,256 +3%
VU
296
Valence8 US
Massachusetts
$16.3M -$1.24M -8,741 -7%
WAAG
297
Wealth Alliance Advisory Group
Kansas
$16.2M -$212K -1,491 -1%
Northern Trust
298
Northern Trust
Illinois
$16.1M +$111K +780 +0.7%
SC
299
Savant Capital
Illinois
$16.1M +$7.54M +53,080 +88%
ABC
300
Associated Banc-Corp
Wisconsin
$15.9M -$3.7K -26 -0%
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