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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 %
TYCC
576
Texas Yale Capital Corp
Florida
$4.81M -$2.5M -17,618 -34%
MLRA
577
Main Line Retirement Advisors
Montana
$4.81M +$4.81M +33,837 New
OPCM
578
Osborne Partners Capital Management
California
$4.8M +$145K +1,021 +3%
AA
579
Advisory Alpha
Michigan
$4.79M +$2.54M +17,862 +112%
SL
580
Salomon & Ludwin
Virginia
$4.75M -$99K -697 -2%
CWM
581
Connecticut Wealth Management
Connecticut
$4.71M -$637K -4,483 -12%
OCG
582
Opus Capital Group
Ohio
$4.7M -$278K -1,958 -6%
CGL
583
Clarius Group LLC
Washington
$4.64M -$47.5K -334 -1%
ES
584
Eagle Strategies
New York
$4.64M -$230K -1,620 -5%
MOS
585
MGO One Seven
Ohio
$4.62M -$994K -6,998 -18%
AC
586
ASB Consultores
Florida
$4.61M +$327K +2,300 +8%
GP
587
Girard Partners
Pennsylvania
$4.61M +$82.1K +578 +2%
FA
588
Flagstar Advisors
New York
$4.59M -$567K -3,988 -11%
SFB
589
STAR Financial Bank
Indiana
$4.57M +$40.9K +288 +0.9%
TA
590
Tiedemann Advisors
New York
$4.54M +$327K +2,301 +8%
MAG
591
Mayfair Advisory Group
Alabama
$4.54M +$563K +4,009 +14%
BWM
592
Benchmark Wealth Management
Connecticut
$4.53M -$7.96K -56 -0.2%
RFA
593
Register Financial Advisors
Georgia
$4.53M +$209K +1,470 +5%
ATC
594
Argent Trust Co
Tennessee
$4.53M +$248K +1,742 +6%
ACP
595
Aveo Capital Partners
Colorado
$4.52M -$1.49M -10,487 -25%
BTI
596
Blue Trust Inc
Georgia
$4.5M +$385K +2,786 +9%
JIC
597
Johnson Investment Counsel
Ohio
$4.5M -$107K -750 -2%
MWM
598
Merriman Wealth Management
Washington
$4.44M +$3.04M +21,422 +218%
DWT
599
Dorsey & Whitney Trust
South Dakota
$4.43M -$392K -2,757 -8%
KBC Group
600
KBC Group
Belgium
$4.41M – – –
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