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 %
PP
1051
Prudential plc
United Kingdom
$1.02M -$92.4K -650 -8%
WW
1052
Waterfront Wealth
Kansas
$1.01M -$232K -1,578 -19%
UCIG
1053
Ulrich Consultants & Investment Group
New Mexico
$1.01M – – –
DWM
1054
Dakota Wealth Management
Florida
$1,000K +$45.2K +318 +5%
SWM
1055
Sanctuary Wealth Management
Idaho
$999K +$999K +7,031 New
TI
1056
Truepoint Inc
Ohio
$996K +$570K +4,010 +134%
CM
1057
Columbus Macro
Pennsylvania
$995K – – –
CIBC World Market
1058
CIBC World Market
Ontario, Canada
$994K -$123K -863 -11%
MSAM
1059
Moloney Securities Asset Management
Missouri
$994K +$139K +976 +16%
GGS
1060
Galvin Gaustad & Stein
Arizona
$990K -$19K -134 -2%
MCCP
1061
Mission Creek Capital Partners
California
$984K -$6.54K -46 -0.7%
GCA
1062
Gradient Capital Advisors
California
$980K -$9.38K -66 -0.9%
SPI
1063
Sutton Place Investors
New York
$978K +$710 +5 +0.1%
PFBT
1064
Parkside Financial Bank & Trust
Missouri
$975K -$88K -619 -8%
CW
1065
CIC Wealth
Maryland
$974K -$23.9K -168 -2%
CWM
1066
Certus Wealth Management
California
$974K +$974K +6,855 New
ST
1067
Smithfield Trust
Pennsylvania
$974K +$153K +1,085 +19%
B
1068
Bellecapital
Switzerland
$972K – – –
RWM
1069
Ritholtz Wealth Management
New York
$967K +$53K +373 +6%
RIS
1070
Retirement Income Solutions
Michigan
$963K – – –
FNT
1071
First National Trust
Pennsylvania
$963K -$13.8K -97 -1%
GG
1072
GenWealth Group
New Jersey
$963K +$166K +1,170 +21%
FWCM
1073
Ferguson Wellman Capital Management
Oregon
$956K +$18.8K +132 +2%
CFP
1074
Curran Financial Partners
South Carolina
$954K -$78.7K -554 -8%
TA
1075
TrueWealth Advisors
Alabama
$953K -$1.85K -13 -0.2%
41 42
43
44 45