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 %
FIBT
1326
First International Bank & Trust
North Dakota
$458K – – –
DAM
1327
Derbend Asset Management
Georgia
$457K +$457K +3,213 New
HFA
1328
Highland Financial Advisors
New Jersey
$455K -$5.55K -39 -1%
EBT
1329
Enterprise Bank & Trust
Massachusetts
$454K +$178K +1,250 +64%
BWL
1330
Bogart Wealth LLC
Virginia
$451K -$4.55K -32 -1%
KBFS
1331
Kohmann Bosshard Financial Services
Ohio
$451K +$451K +3,174 New
TC
1332
Telemus Capital
Michigan
$449K -$22.9K -161 -5%
PFSC
1333
Peoples Financial Services Corp
Pennsylvania
$449K +$4.12K +29 +0.9%
LWP
1334
LMG Wealth Partners
Louisiana
$447K – – –
FNB
1335
Farmers National Bank
Kentucky
$447K – – –
CWA
1336
CM Wealth Advisors
Ohio
$444K – – –
KA
1337
Klingman & Associates
New York
$442K -$18.5K -130 -4%
CW
1338
Channel Wealth
California
$440K -$181K -1,273 -29%
WEG
1339
World Equity Group
Illinois
$440K -$11.1M -77,863 -96%
PTC
1340
Philadelphia Trust Company
Pennsylvania
$439K – – –
GAB
1341
German American Bancorp
Indiana
$436K +$23.3K +164 +6%
HAS
1342
Holland Advisory Services
Florida
$436K +$2.98K +21 +0.7%
IC
1343
Innealta Capital
Texas
$436K +$63.5K +447 +17%
GWANC
1344
Guardian Wealth Advisors (North Carolina)
North Carolina
$435K -$1.99K -14 -0.5%
IWP
1345
IAG Wealth Partners
Wisconsin
$435K +$249K +1,755 +134%
GEA
1346
Glen Eagle Advisors
New Jersey
$435K +$144K +1,015 +50%
GWS
1347
Glassman Wealth Services
Virginia
$434K +$4.97K +35 +1%
N
1348
Natixis
France
$434K -$18.6K -131 -4%
TC
1349
Toews Corporation
New Jersey
$431K -$2.99K -21 -0.7%
SIM
1350
Stratos Investment Management
Ohio
$431K +$67.2K +473 +19%
52 53
54
55 56