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 %
ACM
801
AUA Capital Management
Pennsylvania
$2.26M -$145K -1,021 -6%
BAM
802
Belpointe Asset Management
Nevada
$2.26M -$2.67M -18,824 -54%
LSA
803
Lansing Street Advisors
Pennsylvania
$2.26M +$2.16M +15,231 +2,325%
CAS
804
Coppell Advisory Solutions
Texas
$2.26M +$302K +2,141 +15%
GT
805
Glenview Trust
Kentucky
$2.24M -$39.1K -275 -2%
WFS
806
Weitzel Financial Services
Iowa
$2.24M +$124K +876 +6%
CSB
807
City State Bank
Iowa
$2.24M +$7.11K +50 +0.3%
SFP
808
Shepherd Financial Partners
Massachusetts
$2.24M -$83.4K -587 -4%
CP
809
Camelot Portfolios
Ohio
$2.24M -$202K -1,424 -8%
MWA
810
Moser Wealth Advisors
Washington
$2.23M +$2.23M +15,720 New
LB
811
Leo Brokerage
Texas
$2.23M -$158K -1,112 -7%
Citadel Advisors
812
Citadel Advisors
Florida
$2.21M -$30.8M -216,426 -93%
HWM
813
Howard Wealth Management
Connecticut
$2.2M -$24K -169 -1%
EFL
814
ERn Financial LLC
Wisconsin
$2.2M -$10.9K -77 -0.5%
WBCM
815
Wilson & Boucher Capital Management
California
$2.2M -$45.3K -319 -2%
EWM
816
Evergreen Wealth Management
Michigan
$2.2M +$1.99K +14 +0.1%
CWC
817
Carolinas Wealth Consulting
North Carolina
$2.2M -$37.8K -266 -2%
EAM
818
Evanson Asset Management
California
$2.19M -$174K -1,226 -7%
ML
819
McAdam LLC
Pennsylvania
$2.18M -$115K -809 -5%
CPC
820
Cookson Peirce & Co
Pennsylvania
$2.16M +$54.3K +382 +3%
SWM
821
SeaCrest Wealth Management
New York
$2.16M +$1.04M +7,298 +92%
CS
822
Credit Suisse
Switzerland
$2.16M -$572K -4,027 -21%
SPW
823
Sonoma Private Wealth
California
$2.15M +$319K +2,246 +17%
KP
824
Keel Point
Alabama
$2.14M -$96.8K -681 -4%
AL
825
ADE LLC
Maryland
$2.14M +$16.1K +113 +0.8%
31 32
33
34 35