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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 %
FM
1126
Foster & Motley
Ohio
$825K +$39.1K +275 +5%
GIA
1127
GHP Investment Advisors
Colorado
$822K +$109K +748 +15%
IFAM
1128
Institutional & Family Asset Management
Colorado
$818K -$142K -998 -15%
TCBWMS
1129
Texas Capital Bank Wealth Management Services
Texas
$816K -$27.7K -195 -3%
RFN
1130
Redwood Financial Network
Ohio
$815K -$42.8K -301 -5%
NB
1131
Northwest Bancshares
Pennsylvania
$815K – – –
WCM
1132
Windsor Capital Management
Arizona
$811K +$1.28K +9 +0.2%
CFS
1133
CGC Financial Services
Oregon
$809K +$809K +5,692 New
HIS
1134
Horizon Investment Services
Indiana
$808K -$72.9K -513 -8%
WWM
1135
Windsor Wealth Management
Indiana
$800K – – –
WB
1136
WesBanco Bank
West Virginia
$800K +$108K +758 +16%
SWP
1137
Semus Wealth Partners
Florida
$799K +$29.7K +209 +4%
BFM
1138
Boston Financial Management
Massachusetts
$799K +$256K +1,799 +47%
PC
1139
Pecaut & Co
Iowa
$796K +$108K +763 +16%
AA
1140
Alesco Advisors
New York
$794K – – –
TLA
1141
Tanglewood Legacy Advisors
Texas
$793K +$140K +983 +21%
TWA
1142
TCI Wealth Advisors
Arizona
$788K +$80.4K +566 +11%
UI
1143
Unconventional Investor
New Hampshire
$786K -$83.3K -586 -10%
GAG
1144
GM Advisory Group
New York
$781K +$710 +5 +0.1%
VF
1145
Vawter Financial
Ohio
$779K -$9.66K -68 -1%
BW
1146
Bison Wealth
Georgia
$774K +$774K +5,447 New
SOAG
1147
Silver Oak Advisory Group
Oregon
$773K +$426 +3 +0.1%
WA
1148
Wealthstream Advisors
New York
$771K +$4.97K +35 +0.6%
FFM
1149
Forum Financial Management
Illinois
$770K +$484K +3,408 +169%
JGIA
1150
Jackson Grant Investment Advisers
Connecticut
$765K +$7.11K +50 +0.9%
44 45
46
47 48