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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 %
PA
301
Parallel Advisors
California
$15.9M -$124K -876 -0.8%
BIA
302
Bell Investment Advisors
California
$15.8M -$750K -5,275 -5%
CTWM
303
Cherry Tree Wealth Management
Minnesota
$15.8M +$15.8M +111,434 New
HIM
304
Hanlon Investment Management
New Jersey
$15.6M +$94.5K +665 +0.6%
CFA
305
Cahill Financial Advisors
Minnesota
$15.6M +$939K +6,607 +6%
WIC
306
Whitegate Investment Counselors
New Hampshire
$15.5M -$42.2K -297 -0.3%
ACS
307
Archford Capital Strategies
Illinois
$15.4M +$242K +1,647 +2%
SCA
308
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M +$92.8K +653 +0.6%
WA
309
Waterford Advisors
New York
$15.4M +$763K +5,369 +5%
TDWM
310
Topel & Distasi Wealth Management
California
$15.3M +$114K +805 +0.8%
IWC
311
Integrated Wealth Concepts
Massachusetts
$15M +$6.22M +43,779 +71%
MCM
312
MAI Capital Management
Ohio
$15M -$303K -2,129 -2%
AL
313
Aspiriant LLC
California
$14.7M -$391K -2,750 -3%
FH
314
FWG Holdings
Florida
$14.6M +$388K +2,656 +3%
SPA
315
Shore Point Advisors
New Jersey
$14.6M +$529K +3,724 +4%
SCP
316
Stevens Capital Partners
Nebraska
$14.3M +$239K +1,679 +2%
CA
317
Cresta Advisors
Texas
$14.3M -$1.5M -10,566 -10%
Ensign Peak Advisors
318
Ensign Peak Advisors
Utah
$14.2M – – –
CWA
319
CJM Wealth Advisers
Virginia
$14.2M -$5.01M -35,236 -26%
BBWP
320
Beacon Bridge Wealth Partners
Pennsylvania
$14.1M +$2.31M +16,226 +19%
WP
321
Wealthspan Partners
Iowa
$14.1M +$194K +1,364 +1%
ACM
322
Advisors Capital Management
New Jersey
$14.1M +$3.05M +21,458 +28%
CA
323
Cetera Advisors
Colorado
$14.1M +$1.78M +12,494 +14%
MFGP
324
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M +$204K +1,434 +1%
FCM
325
Firestone Capital Management
Florida
$13.9M +$8.86K +62 +0.1%
11 12
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