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 %
AWA
976
Arkadios Wealth Advisors
Georgia
$1.31M -$9.66K -68 -0.7%
SIAS
977
Summit Investment Advisory Services
Minnesota
$1.31M -$36.4K -256 -3%
CAM
978
Cozad Asset Management
Illinois
$1.3M -$9.95K -70 -0.8%
GFS
979
GYL Financial Synergies
Connecticut
$1.3M +$6.68K +47 +0.5%
SHFP
980
Second Half Financial Partners
Florida
$1.3M +$1.3M +9,137 New
Vontobel Holding
981
Vontobel Holding
Switzerland
$1.29M – – –
AC
982
Avestar Capital
New York
$1.29M +$674K +4,743 +110%
DFCM
983
Dark Forest Capital Management
Puerto Rico
$1.29M +$698K +4,915 +119%
PFP
984
Pinnacle Financial Partners
Tennessee
$1.29M +$43.9K +309 +4%
HCM
985
Howland Capital Management
Massachusetts
$1.28M – – –
HPM
986
Hoxton Planning & Management
West Virginia
$1.28M -$628K -4,421 -33%
WA1
987
Wimmer Associates 1
California
$1.28M +$79.6K +560 +7%
SFC
988
Strategic Financial Concepts
Texas
$1.28M -$33.7K -237 -3%
AIFAIM
989
American Institute for Advanced Investment Management
Arizona
$1.27M +$104K +735 +9%
PTC
990
Private Trust Company
Ohio
$1.27M -$176K -1,241 -12%
SPIO
991
Seven Post Investment Office
California
$1.27M – – –
AWA
992
Acorn Wealth Advisors
Michigan
$1.27M +$2.7K +19 +0.2%
PG
993
Prostatis Group
Maryland
$1.27M +$1.21M +142,721 +2,028%
RMA
994
Roffman Miller Associates
Pennsylvania
$1.27M -$5.97K -42 -0.5%
SC
995
Scotia Capital
Ontario, Canada
$1.26M -$105K -737 -8%
APCM
996
Alaska Permanent Capital Management
Alaska
$1.26M +$1.26M +8,849 New
WP
997
WealthSource Partners
California
$1.25M -$41.4K -291 -3%
TC
998
TAGStone Capital
North Carolina
$1.25M +$568 +4 +0%
SIS
999
Strategic Investment Solutions
Illinois
$1.25M -$2.93M -21,615 -70%
CFS
1000
CRA Financial Services
New Jersey
$1.24M -$7.96K -56 -0.6%
38 39
40
41 42