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 %
LG
1026
LAM Group
Oregon
$1.11M -$141K -990 -11%
FFA
1027
Farther Finance Advisors
California
$1.1M +$206K +1,451 +23%
DIA
1028
Dana Investment Advisors
Wisconsin
$1.1M -$255K -1,794 -19%
MBT
1029
Montecito Bank & Trust
California
$1.1M -$54.6K -384 -5%
GWSG
1030
GPS Wealth Strategies Group
Colorado
$1.09M -$40.6K -286 -4%
CCG
1031
Chatham Capital Group
Georgia
$1.09M – – –
FNC
1032
First National Corp
Massachusetts
$1.08M +$10.8K +76 +1%
D
1033
Diversified
Delaware
$1.08M -$88.8K -625 -8%
TC
1034
TAP Consulting
Missouri
$1.07M -$54.7K -385 -5%
OHWA
1035
Oak Hill Wealth Advisors
Virginia
$1.07M +$10.8K +76 +1%
HSA
1036
HBK Sorce Advisory
Pennsylvania
$1.07M +$133K +936 +14%
Fisher Asset Management
1037
Fisher Asset Management
Washington
$1.07M +$516K +3,634 +93%
CIA
1038
Capital Investment Advisors
Georgia
$1.07M -$92.7K -652 -8%
HKIMG
1039
Hutchens & Kramer Investment Management Group
Indiana
$1.06M -$130K -916 -11%
AG
1040
Advocate Group
Minnesota
$1.06M – – –
SOS
1041
Silver Oak Securities
Tennessee
$1.06M +$114K +801 +12%
TDC
1042
Thompson Davis & Co
Virginia
$1.05M -$177K -1,244 -14%
OP
1043
ORG Partners
Indiana
$1.05M +$1.05M +7,398 New
PPWM
1044
Paragon Private Wealth Management
Kentucky
$1.05M +$209K +1,469 +25%
VCA
1045
Verdence Capital Advisors
Maryland
$1.05M +$16.1K +113 +2%
MCM
1046
Magnolia Capital Management
New York
$1.05M – – –
KFI
1047
Key Financial Inc
Pennsylvania
$1.05M – – –
PCG
1048
Prosperity Consulting Group
Maryland
$1.04M -$7.67K -54 -0.7%
JIP
1049
Jaffetilchin Investment Partners
Florida
$1.04M -$306K -2,151 -23%
NEPWA
1050
New England Private Wealth Advisors
Massachusetts
$1.04M +$232K +1,634 +29%
40 41
42
43 44