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.

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
1
EP Wealth Advisors
California
$375M
2
PLFA
2
Pacific Life Fund Advisors
California
$294M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$478M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$136M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$7.55B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.94B
3
CM
3
Churchill Management
California
$365M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
CM
101
Cornerstone Management
Georgia
$76.9M 541,156 -5,838 -1%
FWM
102
FFT Wealth Management
Pennsylvania
$76.6M 539,054 +4,160 +0.8%
MIS
103
Morningstar Investment Services
Illinois
$75.4M 536,175 +43,263 +9%
Creative Planning
104
Creative Planning
Kansas
$72.1M 507,123 +5,490 +1%
LP
105
LGL Partners
Pennsylvania
$72M 506,706 +3,410 +0.7%
Citigroup
106
Citigroup
New York
$68.5M 482,162 -111,767 -19%
KAS
107
Kestra Advisory Services
Texas
$68.4M 481,557 -29,833 -6%
BFPW
108
BOK Financial Private Wealth
Colorado
$67.2M 472,582 -24,319 -5%
IPW
109
Invictus Private Wealth
Colorado
$66.5M 468,309 +2,189 +0.5%
BCI
110
Brinker Capital Investments
Pennsylvania
$66.5M 467,712 +13,038 +3%
OPS
111
Orion Portfolio Solutions
Nebraska
$66.5M 467,712 +13,038 +3%
FWM
112
Focused Wealth Management
New York
$66.4M 467,606 +11,300 +2%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$65.9M 463,805 -39,980 -8%
PW
114
Peninsula Wealth
California
$65M 457,309 +5,026 +1%
FSWA
115
Financial Synergies Wealth Advisors
Texas
$64M 450,360 +6,861 +2%
SPWG
116
Syntegra Private Wealth Group
Missouri
$63.6M 447,516 +41,917 +10%
BWM
117
Baystate Wealth Management
Massachusetts
$62.7M 441,407 +13,804 +3%
CW
118
CreativeOne Wealth
Kansas
$60.7M 426,940 +579 +0.1%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$60.4M 425,150 -54,551 -11%
BRWA
120
B. Riley Wealth Advisors
Florida
$60.2M 423,819 -39,029 -8%
SC
121
Sepio Capital
Utah
$59.8M 420,566 +252,633 +150%
TC
122
Trust Company
Kansas
$57.3M 403,001 +23,648 +6%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$56.7M 399,203 +36,561 +10%
EW
124
Evoke Wealth
California
$56.6M 398,467 +4,901 +1%
RZH
125
Relyea Zuckerberg Hanson
Connecticut
$56.1M 395,052 +36,384 +10%
3 4
5
6 7