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 %
CIC
776
Carnegie Investment Counsel
Ohio
$2.47M +$366K +2,579 +17%
CWM
777
Chemistry Wealth Management
New York
$2.46M +$3.84K +27 +0.2%
MPW
778
MA Private Wealth
California
$2.46M -$142 -1 -0%
MFA
779
Mayflower Financial Advisors
Massachusetts
$2.45M +$745K +5,243 +44%
SMA
780
Sage Mountain Advisors
Georgia
$2.44M +$1.35M +9,515 +124%
OCM
781
Orser Capital Management
Texas
$2.42M +$736K +5,180 +44%
TCA
782
Taconic Capital Advisors
New York
$2.42M +$142K +1,000 +6%
MECA
783
Miller Equity Capital Advisors
Texas
$2.41M – – –
MCM
784
MV Capital Management
Maryland
$2.4M – – –
PD
785
Planning Directions
Pennsylvania
$2.4M -$2.04M -14,343 -46%
MCA
786
MSH Capital Advisors
Arizona
$2.38M -$102K -718 -4%
TAM
787
Tocqueville Asset Management
New York
$2.37M +$83.7K +589 +4%
GFG
788
Greystone Financial Group
Michigan
$2.36M -$120K -845 -5%
PO
789
Private Ocean
California
$2.36M +$17.2K +121 +0.7%
IC
790
IEQ Capital
California
$2.36M -$10.2K -72 -0.4%
WMWM
791
Whitaker-Myers Wealth Managers
Ohio
$2.35M -$20.2K -142 -0.9%
ATPW
792
Ashton Thomas Private Wealth
Arizona
$2.35M +$548K +3,854 +30%
WTFG
793
Wells Trecaso Financial Group
Ohio
$2.33M +$426 +3 +0%
TA
794
TFB Advisors
Kansas
$2.32M +$1.35M +9,512 +140%
STCOSD
795
Sageworth Trust Company of South Dakota
South Dakota
$2.32M – – –
AGC
796
Aspen Grove Capital
Colorado
$2.29M +$2.29M +16,127 New
CA
797
Cornerstone Advisory
Maryland
$2.28M +$267K +1,882 +13%
MIA
798
Milestone Investment Advisors
Wisconsin
$2.27M +$24.3K +171 +1%
CCM
799
Colorado Capital Management
Colorado
$2.27M -$438K -3,086 -16%
SEP
800
Southland Equity Partners
Missouri
$2.27M +$163K +1,149 +8%
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32
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