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 %
VCM
1226
Vigilant Capital Management
Maine
$609K – – –
PWAG
1227
Polaris Wealth Advisory Group
California
$607K +$607K +4,270 New
HW
1228
Hancock Whitney
Mississippi
$606K -$76.3K -537 -11%
RWM
1229
Rockwood Wealth Management
Pennsylvania
$606K +$37.5K +264 +7%
BONH
1230
Bank of New Hampshire
New Hampshire
$605K – – –
DA
1231
Detalus Advisors
Missouri
$604K -$3.84K -27 -0.6%
LK
1232
Lumbard & Kellner
New Hampshire
$603K – – –
BLC
1233
Brown, Lisle/Cummings
Rhode Island
$601K -$17.8K -125 -3%
BBNA
1234
Bremer Bank National Association
Minnesota
$600K – – –
PFGIA
1235
Patriot Financial Group Insurance Agency
Massachusetts
$598K -$143K -1,004 -19%
HAS
1236
HBW Advisory Services
California
$597K -$42.4K -298 -7%
1WM
1237
1900 Wealth Management
Texas
$597K -$67.1K -472 -10%
BWA
1238
BlueSky Wealth Advisors
North Carolina
$597K – – –
ANTB
1239
AMG National Trust Bank
Colorado
$596K +$1.56K +11 +0.3%
SAM
1240
Silvercrest Asset Management
New York
$596K -$110K -774 -16%
BB
1241
Busey Bank
Illinois
$595K – – –
BEAM
1242
Baker Ellis Asset Management
Washington
$590K – – –
SIG
1243
Stonegate Investment Group
Alabama
$590K +$58.5K +412 +11%
AFO
1244
Arrowroot Family Office
California
$589K -$19.8K -139 -3%
WJWM
1245
Williams Jones Wealth Management
New York
$587K +$256K +1,800 +77%
MFS
1246
McNamara Financial Services
Massachusetts
$585K +$16.4K +115 +3%
Lazard Asset Management
1247
Lazard Asset Management
New York
$582K +$291K +2,050 +100%
ACM
1248
Absolute Capital Management
Pennsylvania
$580K +$48.7K +343 +9%
EPWM
1249
Essex Private Wealth Management
Massachusetts
$580K – – –
AACR
1250
ACR Alpine Capital Research
Missouri
$579K -$12.5K -88 -2%
48 49
50
51 52