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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 %
DPI
401
Diversified Portfolios Inc
Michigan
$9.36M -$426K -2,996 -4%
JWCA
402
J.W. Cole Advisors
Florida
$9.32M +$69.5K +489 +0.8%
Mirae Asset Global Investments
403
Mirae Asset Global Investments
South Korea
$9.24M -$5.97M -42,000 -39%
KDA
404
Kraft Davis & Associates
Missouri
$9.22M +$9.22M +63,423 New
RPWA
405
Regent Peak Wealth Advisors
Georgia
$9.19M -$71.1K -500 -0.8%
NAS
406
Nicolet Advisory Services
Wisconsin
$9.15M -$143K -1,019 -2%
IA
407
IFG Advisory
Georgia
$9.14M -$883K -6,215 -9%
OWA
408
Outlook Wealth Advisors
Texas
$9.14M -$1.17M -8,203 -11%
GWSA
409
Global Wealth Strategies & Associates
Colorado
$9.12M +$482K +3,389 +6%
SFS
410
Sowell Financial Services
Arkansas
$9.1M +$3.19M +22,444 +54%
EA
411
Emerald Advisors
Washington
$9.06M +$623K +4,381 +7%
MWM
412
Meridian Wealth Management
Kentucky
$9.05M +$818K +5,757 +10%
WCA
413
Waypoint Capital Advisors
Minnesota
$8.98M +$727K +5,113 +9%
CBFP
414
Cedar Brook Financial Partners
Ohio
$8.95M +$77.4K +545 +0.9%
WJA
415
Willis Johnson & Associates
Texas
$8.89M -$2.45M -17,231 -22%
AT
416
Arden Trust
Delaware
$8.87M +$319K +2,245 +4%
SFG
417
Sovereign Financial Group
Connecticut
$8.85M +$1.99M +14,020 +29%
VNA
418
Valley National Advisers
Pennsylvania
$8.83M +$774K +5,450 +10%
MCA
419
Maryland Capital Advisors
Maryland
$8.82M +$616K +4,333 +8%
AM
420
AGF Management
Ontario, Canada
$8.75M -$2.84K -20 -0%
HI
421
Harbour Investments
Wisconsin
$8.74M +$242K +1,705 +3%
OC
422
Oarsman Capital
Wisconsin
$8.72M +$1.9M +13,373 +28%
LPAM
423
Lodestar Private Asset Management
California
$8.63M -$356K -2,502 -4%
HPWM
424
High Pines Wealth Management
Massachusetts
$8.59M +$449K +3,161 +6%
Lido Advisors
425
Lido Advisors
California
$8.58M +$802K +5,371 +10%
15 16
17
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