VTV icon

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 %
WGCA
651
Wolf Group Capital Advisors
Virginia
$3.68M +$195K +1,436 +6%
FHA
652
Flagship Harbor Advisors
Massachusetts
$3.65M +$291K +2,047 +9%
Neuberger Berman Group
653
Neuberger Berman Group
New York
$3.63M -$3.8M -26,725 -51%
DWM
654
Destination Wealth Management
California
$3.59M -$150K -1,058 -4%
SFWC
655
Strategic Family Wealth Counselors
New Jersey
$3.59M +$55.8K +393 +2%
FCI
656
Financial Counselors Inc
Kansas
$3.58M +$216K +1,518 +6%
AWA
657
Arete Wealth Advisors
Illinois
$3.58M +$37.5K +264 +1%
DI
658
Disciplined Investments
Oklahoma
$3.57M -$802K -5,643 -18%
MSA
659
McAlister Sweet & Associates
Texas
$3.57M +$3.57M +25,095 New
SAM
660
Sawgrass Asset Management
Florida
$3.57M -$473K -3,332 -12%
ICMARC
661
International City Management Association Retirement Corp
District of Columbia
$3.56M – – –
JAG
662
Journey Advisory Group
Kentucky
$3.56M -$258K -1,813 -7%
BMCM
663
Bryn Mawr Capital Management
Pennsylvania
$3.56M -$90.1K -634 -2%
DT
664
Diversified Trust
Tennessee
$3.54M +$448K +3,154 +15%
LFA
665
Laraway Financial Advisors
Minnesota
$3.53M -$41.4K -291 -1%
LCWP
666
Legacy Capital Wealth Partners
Arkansas
$3.53M -$6.43M -45,219 -65%
KJWM
667
Kiley Juergens Wealth Management
Washington
$3.52M +$68.2K +480 +2%
BWM
668
Birchcreek Wealth Management
Ohio
$3.51M +$784K +5,516 +29%
SLT
669
St Louis Trust
Missouri
$3.51M – – –
WPC
670
Wedmont Private Capital
Pennsylvania
$3.5M +$2.38M +16,676 +214%
RW
671
Rede Wealth
Virginia
$3.49M -$53.4K -376 -2%
IAA
672
Ironsides Asset Advisors
North Carolina
$3.48M – – –
HWA
673
Hillcrest Wealth Advisors
New Jersey
$3.48M – – –
IDA
674
Intelligence Driven Advisers
California
$3.48M -$1.39M -9,894 -29%
CPW
675
Catalyst Private Wealth
California
$3.42M -$572K -4,025 -14%
25 26
27
28 29