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
1
EP Wealth Advisors
California
$375M
2
PLFA
2
Pacific Life Fund Advisors
California
$294M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$478M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$136M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$7.55B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.94B
3
CM
3
Churchill Management
California
$365M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$446M -$21.9M -154,392 -5%
UCFA
27
United Capital Financial Advisors
Texas
$439M -$2.58M -18,149 -0.6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$431M +$1.51M +10,629 +0.4%
Members Trust
29
Members Trust
Florida
$416M +$16.7M +117,764 +4%
PPFA
30
Provida Pension Fund Administrator
Chile
$403M -$37.7M -265,410 -9%
Osaic Holdings
31
Osaic Holdings
Arizona
$399M -$36M -253,330 -8%
EWA
32
EP Wealth Advisors
California
$375M +$302M +54,834 +417%
CM
33
Churchill Management
California
$365M -$186M -1,309,118 -34%
RJA
34
Raymond James & Associates
Florida
$303M -$10.2M -71,552 -3%
PLFA
35
Pacific Life Fund Advisors
California
$294M +$294M +2,068,009 New
AssetMark Inc
36
AssetMark Inc
California
$267M +$5.41M +38,040 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$265M +$1.4M +9,866 +0.5%
MWM
38
Mission Wealth Management
California
$251M +$19.6M +138,195 +9%
CL
39
Choreo LLC
Illinois
$250M -$4.04M -28,451 -2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$240M +$112M +786,875 +87%
SCM
41
SCS Capital Management
Massachusetts
$237M +$6.42M +45,197 +3%
TODC
42
Trustees of Dartmouth College
New Hampshire
$225M -$21M -148,000 -9%
FWI
43
Facet Wealth Inc
Maryland
$208M +$23.9M +163,932 +13%
CIAS
44
CBIZ Investment Advisory Services
Ohio
$207M +$6.63M +46,674 +3%
PC
45
Permanens Capital
New York
$201M -$64.4M -453,019 -24%
MML Investors Services
46
MML Investors Services
Massachusetts
$197M +$13.7M +96,652 +7%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$186M -$42.2M -296,912 -19%
Stifel Financial
48
Stifel Financial
Missouri
$182M +$2.89M +20,353 +2%
FG
49
Foster Group
Iowa
$177M +$1.84M +12,955 +1%
MG
50
Mather Group
Illinois
$174M +$16.7M +117,732 +11%
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