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 %
JWBC
1076
J.W. Burns & Co
New York
$952K -$142K -997 -13%
CA
1077
CoreCap Advisors
Michigan
$950K +$950K +6,685 New
WMP
1078
Wealth Management Partners
Arizona
$947K +$85.1K +599 +10%
WA
1079
WESPAC Advisors
California
$947K -$98.9K -696 -9%
6F
1080
626 Financial
Michigan
$943K -$86.5K -609 -8%
TRIA
1081
Trail Ridge Investment Advisors
Colorado
$941K +$103K +727 +12%
SL
1082
Sentinus LLC
Illinois
$929K -$20.3K -143 -2%
ODG
1083
O'Dell Group
Ohio
$923K +$11.1K +78 +1%
DJSG
1084
D.J. St. Germain
Massachusetts
$918K +$918K +6,459 New
Jane Street
1085
Jane Street
New York
$917K -$3.18M -22,360 -78%
FOA
1086
Five Oceans Advisors
California
$911K -$74.6K -525 -8%
CCA
1087
Cobblestone Capital Advisors
New York
$911K +$127K +897 +16%
WAG
1088
Winthrop Advisory Group
Massachusetts
$907K +$18.5K +130 +2%
HI
1089
Horizon Investments
North Carolina
$904K -$416K -2,925 -31%
WI
1090
WrapManager Inc
California
$904K -$21.6K -152 -2%
SRC
1091
Shufro Rose & Co
New York
$898K +$219K +1,541 +32%
LWCFA
1092
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$893K +$679K +4,777 +316%
OHIS
1093
Oak Harvest Investment Services
Texas
$889K +$514K +3,620 +137%
BIA
1094
Barry Investment Advisors
Massachusetts
$888K -$13.2K -93 -1%
AFM
1095
Abbot Financial Management
Massachusetts
$887K -$5.68K -40 -0.6%
CCB
1096
Country Club Bank
Missouri
$885K – – –
IWA
1097
Inspirion Wealth Advisors
Illinois
$884K +$85.3K +600 +11%
EWA
1098
Evolution Wealth Advisors
Florida
$883K +$282K +1,987 +47%
HTC
1099
Haverford Trust Company
Pennsylvania
$881K -$244K -1,715 -22%
V
1100
VeraBank
Texas
$878K -$209K -1,472 -19%
42 43
44
45 46