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 %
VPIM
951
Vanguard Personalized Indexing Management
California
$1.45M +$70.2K +494 +5%
RFN
952
RDA Financial Network
Iowa
$1.44M -$84.6K -595 -6%
NRWA
953
North Ridge Wealth Advisors
Oregon
$1.44M +$1.42K +10 +0.1%
AIA
954
AIMZ Investment Advisors
California
$1.44M +$23.3K +164 +2%
IFPL
955
Investments & Financial Planning LLC
Kentucky
$1.44M -$1.71K -12 -0.1%
BP
956
Broadleaf Partners
Ohio
$1.44M +$84.3K +593 +6%
KAM
957
KEB Asset Management
Illinois
$1.43M -$71.1K -500 -5%
PCP
958
Proficio Capital Partners
Massachusetts
$1.43M -$726K -5,107 -34%
KFS
959
Kelly Financial Services
Massachusetts
$1.43M -$75.2K -529 -5%
IFA
960
Index Fund Advisors
California
$1.43M +$4.41K +31 +0.3%
PI
961
PFG Investments
New York
$1.42M +$456K +3,212 +47%
KLI
962
Kelman-Lazarov Inc
Tennessee
$1.42M -$15.8K -111 -1%
CIAS
963
Capital Investment Advisory Services
North Carolina
$1.41M +$834K +5,867 +144%
AF
964
Apexium Financial
Texas
$1.4M -$48.6K -342 -3%
FLPIM
965
F.L. Putnam Investment Management
Massachusetts
$1.39M +$287K +2,017 +26%
PWA
966
Peterson Wealth Advisors
Utah
$1.38M +$8.99K +63 +0.7%
PIMG
967
Patriot Investment Management Group
Tennessee
$1.37M +$10.1K +71 +0.7%
PP
968
PDS Planning
Ohio
$1.36M +$7.53K +53 +0.6%
LFG
969
Larson Financial Group
Missouri
$1.36M -$43.3K -305 -3%
FAG
970
Fortitude Advisory Group
Washington
$1.35M -$12.1K -85 -0.9%
AIM
971
Anchor Investment Management
South Carolina
$1.35M -$149K -1,052 -10%
OCFG
972
O'Connor Financial Group
Illinois
$1.35M +$81.8K +576 +6%
AIA
973
Arbor Investment Advisors
North Carolina
$1.34M -$141K -992 -10%
CGA
974
Crescent Grove Advisors
Illinois
$1.33M -$25.6K -180 -2%
FB
975
First Bancorp
Maine
$1.33M -$17.9K -126 -1%
37 38
39
40 41