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 %
KeyBank National Association
876
KeyBank National Association
Ohio
$1.8M -$112K -785 -6%
NSG
877
Nalls Sherbakoff Group
Tennessee
$1.78M +$261K +1,940 +17%
PWA
878
Physician Wealth Advisors
Utah
$1.78M +$12K +84 +0.7%
BPFA
879
Barnes Pettey Financial Advisors
Mississippi
$1.78M -$35.5K -250 -2%
DF
880
Dunhill Financial
United Kingdom
$1.77M +$1.77M +12,494 New
NCM
881
Noesis Capital Mangement
Florida
$1.76M – – –
SCM
882
Stonehearth Capital Management
Massachusetts
$1.76M +$28.4K +200 +2%
BHWM
883
Beaird Harris Wealth Management
Texas
$1.76M -$75K -528 -4%
ZB
884
Zions Bancorporation
Utah
$1.76M -$135K -950 -7%
PCH
885
PGIM Custom Harvest
New Jersey
$1.76M -$113K -792 -6%
PL
886
Plancorp LLC
Missouri
$1.75M -$41.6K -293 -2%
SWPG
887
Strategic Wealth Partners Group
Illinois
$1.75M -$47.2K -332 -3%
EWM
888
Evermay Wealth Management
Virginia
$1.75M -$1.42K -10 -0.1%
BIP
889
Blueprint Investment Partners
North Carolina
$1.74M -$6.53M -45,968 -79%
RIA
890
Regal Investment Advisors
Michigan
$1.74M +$576K +4,053 +49%
NLP
891
Next Level Private
New York
$1.73M +$706 +5 +0%
NSAM
892
North Star Asset Management
Wisconsin
$1.73M -$41.9K -295 -2%
AR
893
Apeiron RIA
Texas
$1.71M -$5.26K -37 -0.3%
ADL
894
Asset Dedication LLC
California
$1.71M +$26.6K +187 +2%
FANJ
895
Financial Architects (New Jersey)
New Jersey
$1.71M -$212K -1,490 -11%
Kovitz Investment Group Partners
896
Kovitz Investment Group Partners
Illinois
$1.7M -$551K -3,881 -24%
NDSI
897
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M -$43.1K -303 -2%
GWM
898
Geneos Wealth Management
Colorado
$1.7M +$225K +1,582 +15%
TFS
899
Thoroughbred Financial Services
Tennessee
$1.7M +$568 +4 +0%
NSIM
900
North Star Investment Management
Illinois
$1.7M +$46K +324 +3%
34 35
36
37 38