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 %
MWM
826
Maripau Wealth Management
Indiana
$2.13M -$88.7K -624 -4%
BBW
827
Blue Barn Wealth
Utah
$2.12M -$31.3K -220 -1%
FFN
828
Focus Financial Network
Minnesota
$2.12M -$462K -3,254 -18%
WFA
829
Wells Financial Advisors
Massachusetts
$2.11M -$141K -995 -6%
MG
830
MilWealth Group
Wisconsin
$2.11M -$35.1K -247 -2%
AP
831
Americana Partners
Texas
$2.11M – – –
GHA
832
Granite Harbor Advisors
Texas
$2.08M -$86.5K -609 -4%
DAS
833
Dynamic Advisor Solutions
Arizona
$2.08M -$1.74M -12,227 -46%
LHWM
834
Lake Hills Wealth Management
Texas
$2.08M -$4.26K -30 -0.2%
ACI
835
Alpha Cubed Investments
California
$2.07M -$142K -1,001 -6%
AGP
836
Autumn Glory Partners
Texas
$2.06M -$534K -3,757 -21%
CAM
837
Covenant Asset Management
New Jersey
$2.04M +$17.6K +124 +0.9%
CGPCS
838
Capital Group Private Client Services
California
$2.04M -$1.99K -14 -0.1%
API
839
Advisor Partners II
California
$2.04M +$189K +1,332 +10%
V
840
Veritable
Delaware
$2.04M +$207K +1,456 +11%
MCWS
841
McKinley Carter Wealth Services
West Virginia
$2.03M -$37.5K -264 -2%
CWP
842
Corepath Wealth Partners
Arizona
$2.02M +$275K +1,925 +16%
AIM
843
Acropolis Investment Management
Missouri
$2.01M +$203K +1,428 +11%
PA
844
Paragon Advisors
Texas
$2.01M +$120K +843 +6%
GB
845
Gunma Bank
Japan
$1.99M -$3.27M -23,000 -62%
BL
846
Balentine LLC
Georgia
$1.99M -$35.1M -247,017 -95%
I
847
INVST
Indiana
$1.98M +$21.5K +151 +1%
SG Americas Securities
848
SG Americas Securities
New York
$1.97M -$8.33M -58,596 -81%
PWP
849
Principle Wealth Partners
Connecticut
$1.97M -$25.2K -177 -1%
TWM
850
Tradition Wealth Management
Minnesota
$1.97M -$22.3K -157 -1%
32 33
34
35 36