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 %
BC
376
Bowman & Company
Wisconsin
$10.6M -$4.49M -31,576 -30%
State Street
377
State Street
Massachusetts
$10.6M +$71.1K +500 +0.7%
AA
378
Aire Advisors
California
$10.6M -$1.61M -11,433 -13%
AWM
379
Altus Wealth Management
Kentucky
$10.5M +$26.9K +189 +0.3%
GSWM
380
Greenup Street Wealth Management
Michigan
$10.4M +$977K +6,876 +10%
AAS
381
Ameritas Advisory Services
Nebraska
$10.3M -$38.2M -271,645 -79%
VFM
382
Valley Financial Management
New York
$10.3M +$10.3M +72,313 New
SPC
383
Sigma Planning Corp
Michigan
$10.3M -$481K -3,384 -4%
GFG
384
Goldstone Financial Group
Illinois
$10.2M +$2.77M +19,491 +37%
MMPW
385
Mitchell McLeod Pugh & Williams
Alabama
$10M +$957K +6,737 +11%
KFGK
386
Keystone Financial Group (Kentucky)
Kentucky
$10M +$10M +70,520 New
AA
387
AJ Advisors
Tennessee
$10M +$322K +2,269 +3%
RWI
388
Red Wave Investments
Pennsylvania
$9.97M -$19.6K -138 -0.2%
FAP
389
Financial Advisory Partners
Florida
$9.9M -$86K -605 -0.9%
WCM
390
Windham Capital Management
Massachusetts
$9.9M +$486K +3,421 +5%
FIS
391
Fischer Investment Strategies
California
$9.84M +$9.84M +69,223 New
CWP
392
Cyndeo Wealth Partners
Florida
$9.76M +$378K +2,658 +4%
AIS
393
American Investment Services
Massachusetts
$9.72M -$1.31M -9,192 -12%
TPW
394
Tiller Private Wealth
Pennsylvania
$9.68M -$195K -1,374 -2%
CFSG
395
Clark Financial Services Group
Missouri
$9.68M +$283K +1,994 +3%
OPPS
396
Obsidian Personal Planning Solutions
Maryland
$9.66M +$547K +3,849 +6%
PAS
397
Park Avenue Securities
New York
$9.66M +$1.25M +8,772 +15%
GAM
398
Gemmer Asset Management
California
$9.56M +$736K +5,178 +8%
CF
399
Centaurus Financial
California
$9.51M -$3.73M -26,240 -28%
AWS
400
Aspen Wealth Strategies
Colorado
$9.43M +$91.2K +642 +1%
14 15
16
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