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 %
CAG
1201
Curtis Advisory Group
California
$657K -$41.6K -293 -6%
IFWM
1202
Institute for Wealth Management
Colorado
$654K +$568 +4 +0.1%
HR
1203
Howe & Rusling
New York
$651K +$3.98K +28 +0.6%
KSWA
1204
Kathleen S. Wright Associates
Pennsylvania
$649K +$7.11K +50 +1%
CCA
1205
Conservest Capital Advisors
Pennsylvania
$649K – – –
AIC
1206
Archer Investment Corporation
Indiana
$644K +$206K +1,451 +47%
IAG
1207
Investmark Advisory Group
Connecticut
$643K -$6.4K -45 -1%
FTUS
1208
Flow Traders U.S.
New York
$643K +$643K +4,523 New
AMM
1209
American Money Management
California
$640K -$6.82K -48 -1%
RFP
1210
Root Financial Partners
California
$639K -$144K -1,016 -18%
GC
1211
Grimes & Company
Massachusetts
$636K +$246K +1,733 +63%
BFIM
1212
Beese Fulmer Investment Management
Ohio
$635K +$6.68K +47 +1%
SS
1213
Sunbelt Securities
Texas
$635K +$409K +2,878 +181%
FFA
1214
Founders Financial Alliance
North Carolina
$632K +$126K +887 +25%
FP
1215
Financial Perspectives
Minnesota
$630K +$147K +1,033 +30%
IWP
1216
Icon Wealth Partners
Texas
$626K +$853 +6 +0.1%
RIA
1217
RPG Investment Advisory
California
$623K -$6.54K -46 -1%
HH
1218
Hilltop Holdings
Texas
$622K +$109K +768 +21%
NCM
1219
NCM Capital Management
New Jersey
$620K – – –
SHFA
1220
SC&H Financial Advisors
Maryland
$620K +$2.56K +18 +0.4%
SWP
1221
Strategic Wealth Partners
Ohio
$619K -$68.3K -481 -10%
ACM
1222
Allred Capital Management
Texas
$617K +$2.13K +15 +0.3%
WPW
1223
Watershed Private Wealth
Illinois
$615K – – –
CRI
1224
Colonial River Investments
Virginia
$611K -$20.5K -144 -3%
PFG
1225
Pacific Financial Group
Washington
$610K – – –
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