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 %
CCMG
1251
Clark Capital Management Group
Pennsylvania
$579K +$198K +1,392 +52%
DP
1252
DDD Partners
Washington
$577K +$577K +4,060 New
PB
1253
Pinnacle Bancorp
Nebraska
$576K +$49.2K +346 +9%
FPCG
1254
Fort Pitt Capital Group
Pennsylvania
$575K – – –
SCP
1255
Syntal Capital Partners
Texas
$571K +$571K +4,020 New
OWA
1256
One Wealth Advisors
California
$570K – – –
MWM
1257
Madison Wealth Management
Ohio
$570K – – –
CAAM
1258
Cornerstone Advisors Asset Management
Pennsylvania
$570K +$570K +4,008 New
CB
1259
Cadence Bank
Mississippi
$569K -$343K -2,417 -38%
TSWM
1260
Triangle Securities Wealth Management
North Carolina
$567K -$41.5K -292 -7%
TI
1261
tru Independence
Oregon
$563K +$31.3K +220 +6%
VFP
1262
Verus Financial Partners
Virginia
$562K -$46.3K -315 -8%
MM
1263
Meridian Management
Arkansas
$561K -$72.3K -509 -11%
LC
1264
Lincoln Capital
Nebraska
$559K +$3.55K +25 +0.6%
CWS
1265
Confluence Wealth Services
Pennsylvania
$554K – – –
LA
1266
Latitude Advisors
Florida
$554K -$20.7K -146 -4%
CT
1267
Colonial Trust
South Carolina
$552K -$220K -1,548 -28%
GKWIM
1268
Gerber Kawasaki Wealth & Investment Management
California
$551K +$146K +1,025 +36%
PAG
1269
Private Advisory Group
Washington
$550K -$10.9K -77 -2%
PFM
1270
Peak Financial Management
Massachusetts
$548K +$102K +715 +23%
WQ
1271
Wealth Quarterback
New Jersey
$546K -$89.1K -627 -14%
HIP
1272
HUB Investment Partners
Texas
$544K -$46.7K -329 -8%
SSB
1273
Sandy Spring Bank
Maryland
$543K +$45.6K +321 +9%
VCM
1274
Virtue Capital Management
Tennessee
$539K +$21.7K +153 +4%
CFAM
1275
Center For Asset Management
Florida
$538K +$17.9K +126 +3%
49 50
51
52 53