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 %
RFC
851
Regions Financial Corp
Alabama
$1.96M -$139K -980 -7%
LF
852
LifeSteps Financial
California
$1.95M +$29.6K +208 +2%
VAM
853
Verity Asset Management
North Carolina
$1.95M -$5.32M -37,450 -73%
PCM
854
Parsons Capital Management
Rhode Island
$1.95M +$201K +1,413 +11%
AWS
855
AJ Wealth Strategies
New York
$1.94M -$34K -239 -2%
SWA
856
SOA Wealth Advisors
New York
$1.94M -$73.9K -520 -4%
NIM
857
Northeast Investment Management
Massachusetts
$1.93M +$595K +4,186 +44%
AWA
858
Alta Wealth Advisors
Massachusetts
$1.93M – – –
PA
859
Probity Advisors
Texas
$1.92M +$1.92M +13,517 New
BWA
860
Blodgett Wealth Advisors
California
$1.92M -$32K -225 -2%
KWMG
861
King Wealth Management Group
Florida
$1.91M -$450K -3,169 -19%
KWS
862
Keystone Wealth Services
California
$1.91M -$5.12M -36,023 -73%
AFAS
863
Acorn Financial Advisory Services
Virginia
$1.91M +$28.1K +198 +1%
WWM
864
Western Wealth Management
Colorado
$1.9M +$37.5K +264 +2%
MGWM
865
Marks Group Wealth Management
Minnesota
$1.89M -$11.5K -81 -0.6%
WAM
866
WNY Asset Management
New York
$1.89M -$922K -6,492 -33%
JCM
867
Jacobi Capital Management
Pennsylvania
$1.89M -$90.5K -637 -5%
IAA
868
Independent Advisor Alliance
North Carolina
$1.88M +$2.27K +16 +0.1%
LAM
869
LifePro Asset Management
California
$1.87M -$1.22M -8,619 -40%
AFO
870
Allie Family Office
Florida
$1.85M +$162K +1,140 +10%
NAMP
871
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.84M +$270K +1,900 +17%
SFPM
872
Sensible Financial Planning & Management
Massachusetts
$1.82M -$301K -2,121 -14%
KFP
873
KMG Fiduciary Partners
Ohio
$1.81M +$137K +961 +8%
RPG
874
Resource Planning Group
Georgia
$1.81M +$120K +842 +7%
CWMGP
875
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.8M -$21.6K -152 -1%
33 34
35
36 37