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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 %
TIM
1176
Total Investment Management
Arizona
$708K +$8.53K +60 +1%
PFG
1177
Pinnacle Financial Group
Illinois
$706K +$284 +2 +0%
MIM
1178
Moseley Investment Management
Florida
$705K -$60.4K -425 -8%
FNWM
1179
Financial Network Wealth Management
Utah
$703K – – –
SNBOSD
1180
Security National Bank of So Dak
Iowa
$700K +$700K +4,928 New
NFSG
1181
Newbridge Financial Services Group
Florida
$698K -$274K -1,931 -28%
LNWTC
1182
Laird Norton Wetherby Trust Company
Washington
$696K -$20.6K -145 -3%
BCM
1183
Bayesian Capital Management
New York
$696K +$696K +4,895 New
WA
1184
WP Advisors
California
$692K +$4.55K +32 +0.7%
IIM
1185
InTrack Investment Management
Vermont
$689K -$137K -964 -17%
BFC
1186
Bedel Financial Consulting
Indiana
$689K +$689K +4,845 New
CIA
1187
Cohen Investment Advisors
New Hampshire
$688K +$31.1K +219 +5%
GC
1188
Guidance Capital
Kentucky
$684K +$684K +4,702 New
WCG
1189
Weaver Consulting Group
California
$680K – – –
WCFA
1190
Walkner Condon Financial Advisors
Wisconsin
$679K -$49.9K -352 -7%
JWCA
1191
J.W. Coons Advisors
Ohio
$678K +$3.13K +22 +0.5%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$675K -$488K -3,436 -42%
HA
1193
HC Advisors
Georgia
$673K – – –
TWA
1194
Talisman Wealth Advisors
New Jersey
$669K +$2.13K +15 +0.3%
FSA
1195
Fort Sheridan Advisors
Illinois
$667K +$1.14K +8 +0.2%
CFS
1196
Cannon Financial Strategists
Georgia
$664K -$8.38K -59 -1%
TAM
1197
Townsend Asset Management
North Carolina
$662K -$27K -190 -4%
ACM
1198
Advance Capital Management
Michigan
$660K +$79.7K +561 +14%
RRC
1199
Relaxing Retirement Coach
Massachusetts
$660K +$15.6K +110 +2%
RLWM
1200
RF&L Wealth Management
Massachusetts
$659K -$11.4K -80 -2%
46 47
48
49 50