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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 %
MA
751
MCF Advisors
Kentucky
$2.64M -$995 -7 -0%
GLA
752
Good Life Advisors
Pennsylvania
$2.61M -$2.35M -16,558 -47%
WKWM
753
Walter & Keenan Wealth Management
Indiana
$2.6M +$29.4K +207 +1%
VAS
754
Vestmark Advisory Solutions
Massachusetts
$2.59M +$456K +3,207 +21%
BCA
755
Bay Colony Advisors
Massachusetts
$2.59M -$24.9K -175 -1%
GTAM
756
Global Trust Asset Management
Florida
$2.58M -$81.7K -575 -3%
SWA
757
Sightline Wealth Advisors
Connecticut
$2.58M +$11.6K +84 +0.5%
RWM
758
Revisor Wealth Management
Ohio
$2.58M -$308K -2,171 -11%
KWM
759
Kaydan Wealth Management
Michigan
$2.58M +$163K +1,148 +7%
ICG
760
InterOcean Capital Group
Tennessee
$2.57M +$191K +1,346 +8%
MAA
761
Mraz Amerine & Associates
California
$2.57M +$46.3K +326 +2%
BAG
762
Bridgewealth Advisory Group
California
$2.55M -$41.1K -289 -2%
SWA
763
Stratos Wealth Advisors
Ohio
$2.54M +$195K +1,371 +8%
UBV
764
United Bank (Virginia)
Virginia
$2.53M -$460K -3,237 -15%
WMG
765
WESCAP Management Group
California
$2.52M -$747K -5,260 -23%
CAWM
766
Capital Advisors Wealth Management
Washington
$2.52M +$219K +1,538 +9%
VWM
767
Valley Wealth Managers
New Jersey
$2.52M -$105K -736 -4%
NCM
768
Novare Capital Management
North Carolina
$2.52M +$5.68K +40 +0.2%
JSL
769
JT Stratford LLC
Georgia
$2.52M -$145K -1,024 -5%
WAS
770
Wealth Advisory Solutions
Indiana
$2.51M +$53K +373 +2%
HWMG
771
Hurlow Wealth Management Group
Indiana
$2.5M -$17.2K -121 -0.7%
KF
772
Krilogy Financial
Missouri
$2.48M -$24K -169 -1%
SMC
773
Smith, Moore & Co
Missouri
$2.47M -$89.2K -628 -3%
RIM
774
Rockbridge Investment Management
New York
$2.47M -$471K -3,316 -16%
MA
775
MONECO Advisors
Connecticut
$2.47M +$261K +1,837 +12%
29 30
31
32 33