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 %
BWP
1101
Bernardo Wealth Planning
Pennsylvania
$877K +$233K +1,636 +36%
FA
1102
FC Advisory
Pennsylvania
$877K +$5.97K +42 +0.7%
HIG
1103
Heritage Investment Group
Florida
$876K -$14.5K -102 -2%
FAAM
1104
First Ascent Asset Management
Colorado
$870K +$82.6K +581 +10%
SBH
1105
Segall Bryant & Hamill
Illinois
$870K -$15.2K -107 -2%
TC
1106
Trilogy Capital
California
$869K -$146 -1 -0%
B
1107
Bridgeworth
Alabama
$869K +$57.8K +407 +7%
AWA
1108
Alaska Wealth Advisors
Alaska
$863K -$853 -6 -0.1%
GSC
1109
Grey Street Capital
Illinois
$863K +$863K +6,075 New
SIC
1110
Salem Investment Counselors
North Carolina
$861K -$89.9K -633 -9%
WP
1111
WMS Partners
Maryland
$861K -$87.3K -614 -9%
QCG
1112
Quadrant Capital Group
Ohio
$860K +$590K +4,152 +218%
TFM
1113
TFC Financial Management
Massachusetts
$857K +$59.3K +417 +7%
PBF
1114
Petix & Botte Financial
California
$856K +$428K +3,013 +100%
SIA
1115
Soltis Investment Advisors
Utah
$853K +$80.6K +567 +10%
FT
1116
Fiduciary Trust
Massachusetts
$851K -$147K -1,032 -15%
BPWM
1117
Badgley Phelps Wealth Managers
Washington
$845K +$9.52K +67 +1%
NAG
1118
Northstar Advisory Group
New Jersey
$844K +$1.71K +12 +0.2%
ACM
1119
Armbruster Capital Management
New York
$842K -$22K -155 -3%
EAMA
1120
EFG Asset Management (Americas)
Florida
$842K – – –
ECI
1121
EFG Capital International
Florida
$842K +$842K +5,925 New
GAM
1122
Gould Asset Management
California
$841K -$12.2K -86 -1%
AWM
1123
Atticus Wealth Management
Florida
$838K +$441K +3,103 +111%
MPW
1124
Monterey Private Wealth
California
$832K +$51.9K +365 +7%
BAM
1125
Brave Asset Management
New Jersey
$828K -$16.9K -119 -2%
43 44
45
46 47