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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 %
NFG
426
Nations Financial Group
Iowa
$8.58M +$925K +6,508 +12%
MAG
427
Mokosak Advisory Group
Iowa
$8.55M +$155K +1,092 +2%
EA
428
Eclectic Associates
California
$8.53M +$305K +2,148 +4%
HNB
429
Huntington National Bank
Ohio
$8.53M -$8.51M – –
FHC
430
First Heartland Consultants
Missouri
$8.48M +$294K +2,071 +4%
TIM
431
Tortoise Investment Management
New York
$8.48M -$242K -1,701 -3%
CPRC
432
Consolidated Portfolio Review Corp
New York
$8.45M -$73.9K -520 -0.9%
WAP
433
Wealthcare Advisory Partners
Pennsylvania
$8.36M -$723K -5,087 -8%
CFO
434
Collective Family Office
Pennsylvania
$8.34M +$243K +1,708 +3%
ACA
435
Ackerman Capital Advisors
Texas
$8.34M -$110K -772 -1%
ZF
436
Zhang Financial
Michigan
$8.33M -$16.2K -114 -0.2%
VBWMG
437
Von Berge Wealth Management Group
California
$8.26M +$157K +1,103 +2%
BCM
438
BTC Capital Management
Iowa
$8.24M -$148K -1,044 -2%
CSIA
439
Conrad Siegel Investment Advisors
Pennsylvania
$8.18M +$526K +3,699 +7%
GWM
440
Gray Wealth Management
Maine
$8.18M -$34.1K -240 -0.4%
MCA
441
Magnolia Capital Advisors
Mississippi
$8.17M +$6.24M +43,904 +323%
MAS
442
Madden Advisory Services
Florida
$8.15M +$371K +2,613 +5%
CWM
443
Cranbrook Wealth Management
Michigan
$8.14M -$684K -4,813 -8%
5SA
444
5th Street Advisors
Connecticut
$8.14M -$1.12M -7,850 -12%
EIP
445
Ellis Investment Partners
Pennsylvania
$8.13M +$258K +1,814 +3%
LFP
446
Leeward Financial Partners
Washington
$8.09M +$124K +871 +2%
KOC
447
Koss-Olinger Consulting
Florida
$8.04M – – –
VA
448
Valmark Advisers
Ohio
$8M -$985K -6,931 -11%
MA
449
Mangham Associates
Virginia
$7.99M +$48.7K +343 +0.6%
APC
450
Asset Planning Corporation
Tennessee
$7.99M +$108K +760 +1%
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