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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 %
GCM
1276
Garland Capital Management
Washington
$538K -$49.7K -350 -8%
ACA
1277
Aptus Capital Advisors
Alabama
$534K -$47.3K -333 -8%
BBHC
1278
Brown Brothers Harriman & Co
New York
$534K – – –
TFO
1279
Tarbox Family Office
California
$531K – – –
TB
1280
Treynor Bancshares
Iowa
$530K – – –
BFG
1281
Bouchey Financial Group
New York
$525K +$995 +7 +0.2%
VCM
1282
Versant Capital Management
Arizona
$525K +$253K +1,779 +93%
GLLW
1283
Graves Light Lenhart Wealth
Virginia
$524K +$1.71K +12 +0.3%
EGA
1284
Eagle Global Advisors
Texas
$518K -$4.26K -30 -0.8%
SRWM
1285
Shira Ridge Wealth Management
California
$513K -$1.56K -11 -0.3%
SIC
1286
SJS Investment Consulting
Ohio
$512K -$7.11K -50 -1%
DE
1287
Day & Ennis
Georgia
$511K -$2.56K -18 -0.5%
IW
1288
Imprint Wealth
South Carolina
$510K -$19K -134 -4%
GI
1289
Gradient Investments
Minnesota
$510K -$7.25K -51 -1%
ANBT
1290
American National Bank & Trust
Texas
$507K – – –
BFS
1291
Bard Financial Services
Connecticut
$507K – – –
HCM
1292
Hall Capital Management
Rhode Island
$506K +$1.14K +8 +0.2%
PS
1293
Planned Solutions
California
$506K – – –
AWA
1294
Archvest Wealth Advisors
California
$506K +$130K +918 +35%
JIC
1295
Joel Isaacson & Co
New York
$502K +$6.25K +44 +1%
DWP
1296
Daymark Wealth Partners
Ohio
$502K +$137K +965 +38%
LPT
1297
Legacy Private Trust
Wisconsin
$502K -$1.65M -11,626 -77%
CWAG
1298
Carlsbad Wealth Advisory Group
California
$502K +$502K +3,533 New
SW
1299
SkyOak Wealth
Michigan
$499K – – –
SFPG
1300
Stonebridge Financial Planning Group
Florida
$496K +$14.2K +100 +3%
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