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 %
WF
901
WoodTrust Financial
Wisconsin
$1.68M +$153K +1,078 +10%
RFA
902
RTD Financial Advisors
Pennsylvania
$1.68M -$10.9K -77 -0.6%
EL
903
EMFO LLC
Florida
$1.68M -$268K -1,884 -14%
T
904
TRUADVICE
Florida
$1.68M +$52.9K +365 +3%
XF
905
XML Financial
Maryland
$1.68M +$173K +1,216 +11%
PGFC
906
Peapack-Gladstone Financial Corp
New Jersey
$1.67M +$90.5K +636 +6%
LGWM
907
Litman Gregory Wealth Management
California
$1.66M +$1.66M +11,694 New
LWM
908
Laidlaw Wealth Management
New York
$1.66M -$19.8K -139 -1%
CCM
909
Chilton Capital Management
Texas
$1.66M +$1.64M +11,521 +8,795%
DIP
910
DT Investment Partners
Pennsylvania
$1.65M – – –
DI
911
DFPG Investments
Utah
$1.63M -$25.5K -176 -2%
BCMLT
912
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.62M -$25.9M -182,063 -94%
LNWWM
913
Laird Norton Wetherby Wealth Management
California
$1.61M +$63K +443 +4%
HR
914
Hardy Reed
Mississippi
$1.61M -$6.76M -47,546 -81%
RF
915
Rollins Financial
Georgia
$1.6M -$189K -1,328 -11%
MC
916
Moors & Cabot
Massachusetts
$1.6M +$61.4K +432 +4%
MSWMA
917
Market Street Wealth Management Advisors
Indiana
$1.6M -$225K -1,585 -12%
SFG
918
StrategIQ Financial Group
Indiana
$1.59M +$32K +225 +2%
SCA
919
Sandy Cove Advisors
Massachusetts
$1.59M -$68.2K -480 -4%
MLA
920
My Legacy Advisors
Oregon
$1.59M -$8.17K -57 -0.5%
SWM
921
SigFig Wealth Management
California
$1.59M -$10.7K -76 -0.7%
PCM
922
Perritt Capital Management
Illinois
$1.59M +$188K +1,320 +13%
BFA
923
Beacon Financial Advisory
Ohio
$1.58M -$78.3K -551 -5%
RCM
924
Rain Capital Management
Oregon
$1.57M -$236K -1,663 -13%
CFFP
925
Center for Financial Planning
Michigan
$1.56M +$63K +443 +4%
35 36
37
38 39