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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 %
ECG
601
Edge Capital Group
Georgia
$4.4M +$563K +3,959 +15%
AWM
602
Accel Wealth Management
Iowa
$4.4M +$1.91M +13,452 +77%
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$4.4M -$114K -803 -3%
WFAG
604
Wescott Financial Advisory Group
Pennsylvania
$4.39M -$681K -4,791 -13%
DB
605
Dravo Bay
Delaware
$4.38M -$313K -2,204 -7%
KWM
606
Kingsview Wealth Management
Oregon
$4.37M +$650K +4,571 +17%
WIM
607
Warwick Investment Management
Texas
$4.37M +$65.4K +460 +2%
TCPWM
608
Traverso Chambers Private Wealth Management
California
$4.35M +$46.2K +325 +1%
FFS
609
Founders Financial Securities
Maryland
$4.35M -$164K -1,153 -4%
MA
610
Montag & Associates
Georgia
$4.32M -$260K -1,827 -6%
IAS
611
Insigneo Advisory Services
Florida
$4.32M +$4.32M +30,407 New
CAL
612
Capital Advisors Ltd
Ohio
$4.32M – – –
NEWAS
613
N.E.W. Advisory Services
Wisconsin
$4.3M -$144K -1,010 -3%
CPA
614
Cardiff Park Advisors
California
$4.3M -$181K -1,271 -4%
KFA
615
Kelleher Financial Advisors
New York
$4.3M +$29.6K +208 +0.7%
EDRIA
616
Edmonds Duncan Registered Investment Advisors
Kansas
$4.29M +$560K +3,938 +15%
FFBTD
617
First Financial Bank - Trust Division
Ohio
$4.29M -$160K -1,124 -4%
MWM
618
Marietta Wealth Management
Georgia
$4.29M +$3.81M +26,797 +791%
DWM
619
Defined Wealth Management
Oregon
$4.28M +$70.1K +493 +2%
AC
620
Avant Capital
Louisiana
$4.27M +$50.4K +355 +1%
CG
621
Caprock Group
Idaho
$4.25M +$63.7K +448 +2%
EP
622
Eudaimonia Partners
Tennessee
$4.24M +$876K +6,165 +26%
Deutsche Bank
623
Deutsche Bank
Germany
$4.24M +$153K +1,080 +4%
BP
624
Ballentine Partners
Massachusetts
$4.18M -$18.5K -130 -0.4%
MPW
625
MGO Private Wealth
California
$4.14M +$2.72M +19,115 +191%
23 24
25
26 27