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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 %
ECA
551
Elevated Capital Advisors
Utah
$5.34M +$684K +4,811 +15%
JWA
552
JFS Wealth Advisors
Pennsylvania
$5.26M – – –
GWM
553
GSB Wealth Management
Connecticut
$5.26M +$1.01M +7,079 +24%
AT
554
American Trust
Kentucky
$5.25M +$556K +3,913 +12%
LSAG
555
Lake Street Advisors Group
New Hampshire
$5.23M +$34.2K +241 +0.7%
CAG
556
Csenge Advisory Group
Florida
$5.22M +$1.48M +10,394 +39%
FC
557
Family CFO
California
$5.2M -$817K -5,749 -14%
JGC
558
J. Goldman & Co
New York
$5.19M +$5.19M +36,496 New
NG
559
Northstar Group
New York
$5.18M +$97.2K +684 +2%
CAL
560
Capital Analysts LLC
Pennsylvania
$5.17M +$144K +1,013 +3%
VIA
561
Vantagepoint Investment Advisers
District of Columbia
$5.16M – – –
RMAM
562
Raab & Moskowitz Asset Management
New Jersey
$5.14M +$4.97K +35 +0.1%
VFA
563
Valeo Financial Advisors
Indiana
$5.14M -$4.84M -34,032 -48%
AIM
564
AMI Investment Management
Indiana
$5.11M -$99.8K -702 -2%
PWMG
565
Pioneer Wealth Management Group
Texas
$5.11M +$247K +1,737 +5%
IAG
566
Investment Advisory Group
Massachusetts
$5.09M +$141K +989 +3%
OC
567
Oppenheimer & Co
New York
$5.07M -$2.89M -20,327 -36%
WDL
568
Well Done LLC
Michigan
$4.96M -$128K -902 -3%
RTL
569
Red Tortoise LLC
Georgia
$4.95M +$964K +6,784 +24%
FCFC
570
First Commonwealth Financial Corp
Pennsylvania
$4.94M -$270K -1,899 -5%
ACA
571
Atlas Capital Advisors
Wyoming
$4.93M -$733K -5,158 -13%
GWM
572
GoalFusion Wealth Management
Texas
$4.92M +$312K +2,199 +7%
LWM
573
Lodestone Wealth Management
Washington
$4.92M -$417K -2,933 -8%
CFA
574
CWS Financial Advisors
Michigan
$4.92M +$197K +1,384 +4%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$4.89M +$258K +1,818 +6%
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