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 %
OCPWS
476
One Charles Private Wealth Services
Massachusetts
$7.36M +$50.4K +355 +0.7%
BDF
477
Black Diamond Financial
Maryland
$7.33M +$29.3K +206 +0.4%
CIC
478
Cutler Investment Counsel
Oregon
$7.32M +$84.8K +597 +1%
PA
479
Pinnacle Associates
New York
$7.31M +$2.36M +16,583 +48%
FPAS
480
Focus Partners Advisor Solutions
Missouri
$7.25M +$295K +2,078 +4%
APG
481
Abacus Planning Group
South Carolina
$7.25M -$722K -5,084 -9%
JFG
482
JMG Financial Group
Illinois
$7.21M +$698K +4,911 +11%
AWP
483
Ascent Wealth Partners
New York
$7.2M +$254K +1,880 +4%
HWM
484
HB Wealth Management
Georgia
$7.19M +$201K +1,412 +3%
HCP
485
Hexagon Capital Partners
Arkansas
$7.11M -$297K -2,088 -4%
DP
486
Denver PWM
Colorado
$6.95M +$80.1K +564 +1%
PA
487
PFG Advisors
Arizona
$6.9M -$441K -3,101 -6%
AA
488
Axiom Advisory
California
$6.89M +$184K +1,295 +3%
IGWM
489
ICA Group Wealth Management
Colorado
$6.88M +$2.74M +19,299 +66%
OW
490
Olistico Wealth
Oklahoma
$6.84M -$201K -1,415 -3%
Vanguard Group
491
Vanguard Group
Pennsylvania
$6.79M +$2.26M +15,928 +50%
TFA
492
TPG Financial Advisors
Oregon
$6.78M +$205K +1,444 +3%
SWA
493
Sax Wealth Advisors
New Jersey
$6.77M -$853K -6,000 -11%
SWM
494
Soundmark Wealth Management
Washington
$6.75M +$814K +5,729 +14%
USCWA
495
U.S. Capital Wealth Advisors
Texas
$6.73M +$794K +5,586 +13%
KWM
496
Keebeck Wealth Management
Illinois
$6.71M -$16.1K -113 -0.2%
ITB
497
Idaho Trust Bank
Idaho
$6.66M +$6.66M +46,892 New
KCM
498
Kathmere Capital Management
Pennsylvania
$6.62M +$523K +3,678 +9%
CAMG
499
CWA Asset Management Group
Florida
$6.6M +$517K +3,637 +9%
LWP
500
Lumature Wealth Partners
Georgia
$6.59M +$265K +1,866 +4%
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