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 %
FA
926
Forefront Analytics
Pennsylvania
$1.55M -$337K -2,371 -18%
FWM
927
Forza Wealth Management
Florida
$1.55M -$178K -1,255 -10%
LRIA
928
Leonard Rickey Investment Advisors
Washington
$1.54M -$4.41K -31 -0.3%
AWM
929
Accurate Wealth Management
Florida
$1.53M -$286K -2,005 -16%
LIM
930
Leavell Investment Management
Alabama
$1.53M -$159K -1,122 -9%
PCIA
931
Prime Capital Investment Advisors
Kansas
$1.52M +$444K +3,123 +41%
MWAM
932
Manhattan West Asset Management
California
$1.52M -$89.7K -631 -6%
CWA
933
Canvas Wealth Advisors
Kansas
$1.51M +$754K +5,125 +100%
VCP
934
Verus Capital Partners
Arizona
$1.51M +$7.53K +53 +0.5%
EWM
935
Evercore Wealth Management
New York
$1.5M -$172K -1,207 -10%
HIGP
936
Hill Investment Group Partners
Missouri
$1.49M -$228K -1,607 -13%
SW
937
SVB Wealth
Massachusetts
$1.49M -$1.76M -12,403 -54%
FCA
938
FinTrust Capital Advisors
South Carolina
$1.48M – – –
NF
939
Norwood Financial
Pennsylvania
$1.48M – – –
EWM
940
Executive Wealth Management
Michigan
$1.48M +$373K +2,625 +34%
RWA
941
Redhawk Wealth Advisors
Minnesota
$1.47M -$7.9M -55,589 -84%
RCI
942
RS Crum Inc
California
$1.47M -$126K -885 -8%
KM
943
Kalos Management
Georgia
$1.47M +$17.2K +121 +1%
VFIC
944
Valley Forge Investment Consultants
Pennsylvania
$1.46M -$93.6K -659 -6%
Schroder Investment Management Group
945
Schroder Investment Management Group
United Kingdom
$1.46M -$66.8K -470 -4%
MFA
946
McClarren Financial Advisors
Pennsylvania
$1.46M -$22.3K -157 -2%
BCM
947
Becker Capital Management
Oregon
$1.46M – – –
JHCP
948
Jackson Hole Capital Partners
Oklahoma
$1.46M – – –
RRA
949
Round Rock Advisors
Connecticut
$1.46M – – –
LSA
950
Lion Street Advisors
Texas
$1.45M -$95.9K -672 -6%
36 37
38
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