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 %
PFG
1001
PAX Financial Group
Texas
$1.24M +$107K +752 +9%
BAM
1002
BOS Asset Management
Illinois
$1.22M +$38.5K +271 +3%
CCA
1003
Checchi Capital Advisers
California
$1.22M -$247K -1,737 -17%
KCPG
1004
Kavar Capital Partners Group
Kansas
$1.21M -$599K -4,217 -33%
AIA
1005
Alera Investment Advisors
Illinois
$1.21M -$3.84K -27 -0.3%
PWM
1006
PBMares Wealth Management
Virginia
$1.2M +$3.27K +23 +0.3%
WA
1007
Wealth Alliance
New York
$1.2M +$164K +1,157 +16%
RGC
1008
Roberts, Glore & Co
Illinois
$1.18M -$28.4K -200 -2%
DI
1009
Diligent Investors
California
$1.18M -$17.8K -125 -1%
NPT
1010
Nixon Peabody Trust
Massachusetts
$1.18M +$1.18M +8,292 New
ODIJL
1011
One Day In July LLC
Vermont
$1.18M +$375K +2,639 +47%
4FG
1012
4Thought Financial Group
New York
$1.17M +$815K +5,732 +226%
THWM
1013
Taylor Hoffman Wealth Management
Virginia
$1.17M -$27.4K -193 -2%
WCM
1014
Washington Capital Management
Washington
$1.17M – – –
BA
1015
Bristlecone Advisors
Washington
$1.17M +$284 +2 +0%
LA
1016
Lane & Associates
New Jersey
$1.16M +$34.8K +245 +3%
TH
1017
Team Hewins
California
$1.16M – – –
PCA
1018
Pallas Capital Advisors
Massachusetts
$1.15M -$7.86K -55 -0.7%
NCM
1019
Northwest Capital Management
Oregon
$1.15M -$58K -408 -5%
CHA
1020
Carmichael Hill & Associates
Maryland
$1.14M +$128K +900 +13%
RFP
1021
RCS Financial Planning
Maryland
$1.14M +$16.8K +118 +1%
PTP
1022
Platform Technology Partners
New York
$1.14M +$6.56K +46 +0.6%
ACM
1023
Alamar Capital Management
California
$1.13M +$39.8K +280 +4%
FCB
1024
First County Bank
Connecticut
$1.13M -$82.4K -580 -7%
TI
1025
Tidal Investments
Wisconsin
$1.11M -$116K -816 -9%
39 40
41
42 43