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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 %
CWA
701
Continuum Wealth Advisors
New York
$3.12M -$8.08M -56,866 -72%
FFWM
702
Future Financial Wealth Management
Ohio
$3.12M +$1.56M +11,007 +101%
OCM
703
One Capital Management
California
$3.11M -$318K -2,237 -9%
UBG
704
United Bank (Georgia)
Georgia
$3.11M -$122K -860 -4%
AWA
705
Amplius Wealth Advisors
Pennsylvania
$3.11M -$20.9K -147 -0.7%
TC
706
Tacita Capital
Ontario, Canada
$3.08M +$54K +380 +2%
CA
707
Continuum Advisory
Idaho
$3.08M +$122K +861 +4%
AL
708
ACAS LLC
California
$3.07M -$5.68K -40 -0.2%
FIA
709
Foundations Investment Advisors
Arizona
$3.07M +$281K +1,974 +10%
SF
710
Synovus Financial
Georgia
$3.06M +$1.12M +7,857 +57%
COCM
711
Charter Oak Capital Management
New Hampshire
$3.06M -$142K -998 -4%
GLA
712
Great Lakes Advisors
Illinois
$3.05M -$100K -704 -3%
KCM
713
Kennicott Capital Management
California
$3.04M +$2.06M +43,539 +210%
HIA
714
HTG Investment Advisors
Connecticut
$3.03M +$397K +2,794 +15%
NWM
715
Northwest Wealth Management
Iowa
$3.02M -$131K -922 -4%
GA
716
GFS Advisors
Texas
$3.01M -$176K -1,242 -6%
VCM
717
Vivaldi Capital Management
Illinois
$3M +$419K +2,947 +16%
TFP
718
Triune Financial Partners
Kansas
$3M -$3.27K -23 -0.1%
LWM
719
Liberty Wealth Management
California
$2.99M +$24.7K +166 +0.8%
HSWM
720
Hubbell Strickland Wealth Management
Louisiana
$2.98M +$25.7K +181 +0.9%
AB
721
Atlas Brown
Kentucky
$2.97M -$4.55K -32 -0.2%
TFA
722
Tobias Financial Advisors
Florida
$2.96M -$34.7K -244 -1%
C
723
CEDRUS
Colorado
$2.96M -$73.5K -517 -2%
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$2.96M -$6.82K -48 -0.2%
DWA
725
Dougherty Wealth Advisers
Minnesota
$2.96M +$2.21M +15,550 +296%
27 28
29
30 31