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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 %
CA
1351
Cambridge Advisors
Nebraska
$429K +$429K +3,020 New
FM
1352
Family Management
New York
$428K -$40.8K -287 -9%
KTC
1353
Kistler-Tiffany Companies
Pennsylvania
$428K -$28.3K -199 -6%
OWP
1354
Obermeyer Wealth Partners
Colorado
$424K – – –
CIA
1355
Compass Ion Advisors
Pennsylvania
$423K -$235K -1,655 -36%
MFA
1356
Millington Financial Advisors
Illinois
$423K -$75.9K -534 -15%
HWA
1357
Hilltop Wealth Advisors
North Carolina
$422K +$17.1K +120 +4%
RK
1358
Rather & Kittrell
Tennessee
$422K – – –
PSP
1359
Pacific Sage Partners
Washington
$420K +$142 +1 +0%
JFA
1360
JNBA Financial Advisors
Minnesota
$419K -$142 -1 -0%
Luther King Capital Management (LKCM)
1361
Luther King Capital Management (LKCM)
Texas
$419K -$389K – –
DA
1362
Dover Advisors
Virginia
$419K +$419K +2,946 New
PAMG
1363
Patton Albertson Miller Group
Tennessee
$418K -$81.4K -573 -16%
SAM
1364
Summit Asset Management
Tennessee
$416K – – –
Boston Partners
1365
Boston Partners
Massachusetts
$413K -$1.11M -7,791 -73%
TWM
1366
Tanager Wealth Management
United Kingdom
$411K +$411K +2,894 New
FNBOMD
1367
First National Bank of Mount Dora
Florida
$409K -$141K -992 -26%
MA
1368
Modus Advisors
Minnesota
$409K +$426 +3 +0.1%
WFA
1369
Wade Financial Advisory
California
$407K +$407K +2,865 New
WP
1370
Westmount Partners
California
$406K +$4.83K +34 +1%
SL
1371
SWMG LLC
Texas
$406K -$35.7K -251 -8%
GA
1372
Goldstein Advisors
Wisconsin
$404K -$6.54K -46 -2%
MWA
1373
Meridian Wealth Advisors
Texas
$404K -$50.9K -358 -11%
CCWM
1374
Cassaday & Co Wealth Management
Virginia
$403K – – –
BI
1375
Ballast Inc
Kentucky
$399K – – –
53 54
55
56 57