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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 %
FAM
351
Frontier Asset Management
Wyoming
$12M -$290K -2,042 -2%
EGA
352
E&G Advisors
Texas
$12M +$55.6K +391 +0.5%
AWMNH
353
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.9M +$11.9M +84,014 New
DT
354
Daniels + Tansey
Delaware
$11.9M -$27.1K -191 -0.2%
TC
355
TownSquare Capital
Utah
$11.8M +$9.58M +67,437 +436%
SW
356
SlateStone Wealth
Florida
$11.7M -$211K -1,485 -2%
KPWG
357
KFA Private Wealth Group
Virginia
$11.7M -$744K -5,233 -6%
EC
358
EdgeRock Capital
Colorado
$11.5M -$568K -3,994 -5%
PFO
359
Pathstone Family Office
New Jersey
$11.4M -$2.38M -16,762 -17%
SL
360
Systelligence LLC
Minnesota
$11.3M -$21M -147,843 -65%
BWM
361
BerganKDV Wealth Management
Minnesota
$11.3M +$59.1K +416 +0.5%
FNBOO
362
First National Bank of Omaha
Nebraska
$11.3M +$149K +1,050 +1%
AG
363
Ascent Group
Virginia
$11.3M -$2.52M -17,330 -18%
LIG
364
Lokken Investment Group
Delaware
$11.2M +$147K +1,031 +1%
GWM
365
Greenhouse Wealth Management
Connecticut
$11.2M -$67.1K -472 -0.6%
MPCG
366
Matrix Private Capital Group
New York
$11.1M -$178K -1,256 -2%
CWM
367
Cornerstone Wealth Management
Missouri
$11.1M +$971K +6,836 +10%
BCP
368
Berkeley Capital Partners
Georgia
$11.1M -$98.2K -691 -0.9%
BBA
369
BLB&B Advisors
Pennsylvania
$11M – – –
FUBT
370
First United Bank & Trust
Maryland
$10.9M -$224K -1,578 -2%
CWAG
371
Compton Wealth Advisory Group
Virginia
$10.7M +$169K +1,186 +2%
AWM
372
Avior Wealth Management
Nebraska
$10.7M -$311K -2,186 -3%
NRI
373
NFP Retirement Inc
California
$10.7M -$121K -852 -1%
SSW
374
Stone Summit Wealth
Florida
$10.6M +$725K +5,102 +7%
LI
375
Latigo Investments
Florida
$10.6M +$10.6M +74,918 New
13 14
15
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