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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 %
AFP
1301
Ausdal Financial Partners
Iowa
$494K +$711 +5 +0.1%
TVAMP
1302
Tennessee Valley Asset Management Partners
Tennessee
$493K +$1.28K +9 +0.3%
SCM
1303
Spreng Capital Management
Ohio
$491K – – –
BC
1304
Burney Company
Virginia
$489K -$1.01M -7,089 -67%
BWA
1305
Beam Wealth Advisors
Louisiana
$486K -$1.42K -10 -0.3%
C
1306
Certuity
Florida
$485K +$175K +1,233 +56%
LWA
1307
LWS Wealth Advisors
New Jersey
$485K +$39.3K +277 +9%
CIA
1308
Cape Investment Advisory
Georgia
$484K -$3.55K -25 -0.7%
CSC
1309
Caldwell Sutter Capital
California
$484K +$296K +2,086 +158%
HPIA
1310
Hamilton Point Investment Advisors
North Carolina
$483K -$3.98K -28 -0.8%
FCH
1311
Freestone Capital Holdings
Washington
$482K -$8.67K -61 -2%
FWP
1312
FAS Wealth Partners
Kansas
$480K +$14.4K +101 +3%
CWS
1313
Cypress Wealth Services
California
$478K – – –
CIA
1314
Cladis Investment Advisory
Montana
$476K -$3.55K -25 -0.7%
VM
1315
VPR Management
Texas
$476K – – –
FWM
1316
Fairhaven Wealth Management
Illinois
$475K +$475K +3,341 New
JPLA
1317
Joseph P. Lucia & Associates
New York
$474K -$115K -808 -19%
MIAS
1318
Mason Investment Advisory Services
Virginia
$473K -$5.4K -38 -1%
NB
1319
NBT Bank
New York
$473K – – –
AA
1320
AlphaQ Advisors
Florida
$472K +$472K +3,319 New
LRPA
1321
L. Roy Papp & Associates
Arizona
$466K +$33.5K +236 +8%
AIC
1322
Ayalon Insurance Company
Israel
$465K +$465K +3,272 New
PCA
1323
Peddock Capital Advisors
Massachusetts
$464K – – –
HHRDM
1324
H&H Retirement Design & Management
Nevada
$459K -$9.31K -65 -2%
SAS
1325
Stelac Advisory Services
New York
$458K – – –
51 52
53
54 55