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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 %
FLA
501
Financial Life Advisors
Texas
$6.59M -$53.4K -376 -0.8%
PCMC
502
Paragon Capital Management (Colorado)
Colorado
$6.5M -$158K -1,114 -2%
TFGT
503
TS Financial Group (TSFG)
Illinois
$6.45M -$305K -2,146 -5%
ICP
504
Interchange Capital Partners
Pennsylvania
$6.45M -$1M -7,059 -13%
CCA
505
Cora Capital Advisors
New Jersey
$6.44M +$334K +2,353 +5%
CA
506
CGN Advisors
Kansas
$6.42M +$171K +1,202 +3%
GBT
507
Grove Bank & Trust
Florida
$6.4M -$149K -1,049 -2%
Wealthfront Advisers
508
Wealthfront Advisers
California
$6.34M -$528K -3,716 -8%
SFM
509
Signet Financial Management
New Jersey
$6.3M -$116K -817 -2%
WA
510
WBH Advisory
Maryland
$6.28M -$422K -2,967 -6%
EPM
511
Elm Partners Management
Pennsylvania
$6.28M +$918K +6,462 +17%
PWM
512
Perigon Wealth Management
California
$6.24M -$1.25M -8,816 -17%
WS
513
Wedbush Securities
California
$6.21M -$167K -1,173 -3%
CF
514
Corrigan Financial
Rhode Island
$6.2M -$67.9K -478 -1%
LSIA
515
LaSalle St. Investment Advisors
Illinois
$6.16M +$6.16M +43,361 New
AA
516
Atmos Advisory
Pennsylvania
$6.15M +$62K +436 +1%
BFA
517
Beaumont Financial Advisors
Massachusetts
$6.1M -$104K -730 -2%
WAM
518
Weinberger Asset Management
California
$6.08M +$128K +902 +2%
TCA
519
Transcend Capital Advisors
New Jersey
$6.07M -$1.43M -10,056 -19%
GIA
520
Gladstone Institutional Advisory
Florida
$6.03M -$257K -1,810 -4%
SB
521
Simmons Bank
Arkansas
$6.02M -$355K -2,496 -6%
AA
522
Ancora Advisors
Ohio
$6.01M -$12.2K -86 -0.2%
HPWA
523
Hall Private Wealth Advisors
North Carolina
$5.99M +$365K +2,572 +6%
HIA
524
Harbor Investment Advisory
Maryland
$5.91M -$12.4K -87 -0.2%
ACM
525
AlphaStar Capital Management
North Carolina
$5.9M -$6.89M -48,488 -54%
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