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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 %
BJL
526
Brighton Jones LLC
Washington
$5.81M +$164K +1,157 +3%
NF
527
Nikulski Financial
Iowa
$5.8M +$18.5K +130 +0.3%
AWE
528
Avidian Wealth Enterprises
Texas
$5.8M -$31.1M -219,036 -84%
PWG
529
Private Wealth Group
Florida
$5.75M +$234K +1,648 +4%
WPWM
530
Windward Private Wealth Management
Kansas
$5.72M -$80.4K -566 -1%
CA
531
Cambridge Associates
Massachusetts
$5.71M – – –
MSFS
532
Main Street Financial Solutions
Pennsylvania
$5.68M +$451K +3,175 +9%
D
533
Dentgroup
Louisiana
$5.66M -$323K -2,274 -5%
PA
534
Prism Advisors
California
$5.65M -$339K -2,389 -6%
MWA
535
Martel Wealth Advisors
Washington
$5.61M -$407K -2,866 -7%
MAM
536
McLean Asset Management
Virginia
$5.58M -$178K -1,254 -3%
SG
537
Sharper & Granite
California
$5.53M +$52.6K +370 +1%
PFM
538
Phillips Financial Management
Indiana
$5.5M +$4.97K +35 +0.1%
PVI
539
Pine Valley Investments
New Jersey
$5.5M +$8.53K +60 +0.2%
IA
540
IFP Advisors
Florida
$5.47M -$194K -1,364 -3%
Millennium Management
541
Millennium Management
New York
$5.46M -$16.7M -117,825 -75%
RG
542
Retirement Group
California
$5.45M -$162K -1,137 -3%
BF
543
BOK Financial
Oklahoma
$5.44M -$906K -6,375 -14%
E
544
ETFidea
New York
$5.41M +$584K +4,109 +12%
KA
545
Kovack Advisors
Florida
$5.4M -$23.7K -167 -0.4%
GCP
546
Gill Capital Partners
Colorado
$5.39M +$174K +1,225 +3%
IIC
547
Integrated Investment Consultants
Michigan
$5.39M +$9.52K +67 +0.2%
FFP
548
Forbes Financial Planning
Rhode Island
$5.38M +$18.8K +132 +0.4%
BWM
549
Brown Wealth Management
Illinois
$5.38M +$5.38M +37,834 New
AF
550
Advisornet Financial
Minnesota
$5.36M -$66.4K -467 -1%
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