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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 %
MAM
676
Marotta Asset Management
Virginia
$3.4M +$3.4M +23,924 New
BBNB
677
Baker Boyer National Bank
Washington
$3.36M -$1.18M -8,308 -26%
Wealth Enhancement Advisory Services
678
Wealth Enhancement Advisory Services
Minnesota
$3.35M +$799K +5,626 +31%
MW
679
Marcum Wealth
Ohio
$3.34M +$17.8K +125 +0.5%
RW
680
REDW Wealth
New Mexico
$3.34M -$478K -3,367 -13%
SFS
681
Security Financial Services
Indiana
$3.31M +$277K +1,948 +9%
BS
682
Banco Santander
Spain
$3.31M -$1.32M -9,317 -29%
MFT
683
Moisand Fitzgerald Tamayo
Florida
$3.31M -$17.2K -121 -0.5%
NB
684
Nicolet Bankshares
Wisconsin
$3.29M -$188K -1,324 -5%
RJT
685
Raymond James Trust
Florida
$3.29M -$22.9K -161 -0.7%
EA
686
Eudaimonia Advisors
Tennessee
$3.28M +$112K +791 +4%
WB
687
West Bancorporation
Iowa
$3.27M -$194K -1,367 -6%
AA
688
Auxano Advisors
Washington
$3.25M – – –
DTC
689
Davidson Trust Company
Washington
$3.24M +$61.7K +434 +2%
LFA
690
Level Financial Advisors
New York
$3.24M +$156K +1,095 +5%
PFWA
691
Paces Ferry Wealth Advisors
Georgia
$3.24M +$19.3K +136 +0.6%
NOI
692
Newton One Investments
Delaware
$3.23M +$94.2K +663 +3%
EST
693
EA Series Trust
Pennsylvania
$3.23M +$3.23M +22,708 New
EF
694
Empowered Funds
Pennsylvania
$3.23M +$3.23M +22,708 New
WIA
695
World Investment Advisors
California
$3.22M +$281K +1,981 +10%
CANC
696
Culbertson A N & Co
Virginia
$3.22M +$24.2K +170 +0.8%
NFP
697
Narus Financial Partners
Utah
$3.22M -$619K -4,359 -16%
PP
698
Prosperity Planning
Missouri
$3.2M -$10.4K -73 -0.3%
GWMIA
699
Global Wealth Management Investment Advisory
Florida
$3.14M -$208K -1,463 -6%
GJIA
700
Glass Jacobson Investment Advisors
Maryland
$3.12M +$3.12M +21,989 New
26 27
28
29 30