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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 %
FTS
326
Fifth Third Securities
Ohio
$13.9M +$239K +1,681 +2%
SAG
327
SageView Advisory Group
California
$13.8M +$1.54M +10,838 +13%
CS
328
Comerica Securities
Michigan
$13.8M -$70.3K -495 -0.5%
APC
329
Aspire Private Capital
North Carolina
$13.7M -$568K -3,995 -4%
SCM
330
SOL Capital Management
Maryland
$13.7M +$193K +1,359 +1%
H
331
HoyleCohen
California
$13.6M -$511K -3,593 -4%
RWG
332
Ratio Wealth Group
Colorado
$13.6M +$13.6M +95,575 New
CI
333
CX Institutional
Indiana
$13.5M +$10.9M +76,719 +413%
RA
334
RFG Advisory
Alabama
$13.5M -$277K -1,947 -2%
SHWM
335
Smith & Howard Wealth Management
Georgia
$13.5M +$226K +1,587 +2%
TC
336
Tenret Company
Florida
$13.5M +$271K +1,906 +2%
ECM
337
Evergreen Capital Management
Washington
$13.4M -$3.95M -27,810 -23%
UB
338
UMB Bank
Missouri
$13.1M -$335K -2,357 -2%
AIA
339
Angeles Investment Advisors
California
$12.8M -$60.6M -426,776 -83%
WLIM
340
White Lighthouse Investment Management
Massachusetts
$12.8M +$377K +2,655 +3%
VWA
341
Visionary Wealth Advisors
Illinois
$12.7M -$358K -2,522 -3%
GSIS
342
Global Strategic Investment Solutions
Arizona
$12.7M -$157K -1,104 -1%
FA
343
FDx Advisors
Illinois
$12.7M -$431K -3,036 -3%
CTC
344
Central Trust Company
Missouri
$12.6M -$272K -1,913 -2%
Financial Engines Advisors
345
Financial Engines Advisors
California
$12.6M -$1.72M -12,103 -12%
Manulife (Manufacturers Life Insurance)
346
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M -$90.3M -635,163 -88%
PFA
347
Pure Financial Advisors
California
$12.5M -$186K -1,306 -1%
PPC
348
Park Place Capital
Alabama
$12.3M +$284 +2 +0%
CF
349
Copperwynd Financial
Arizona
$12.2M +$12M +84,295 +5,750%
E
350
Ergoteles
New York
$12M +$12M +84,643 New
12 13
14
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