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 %
DCM
1376
Dimension Capital Management
Florida
$392K – – –
BCP
1377
Blue Chip Partners
Michigan
$391K +$31.4K +221 +9%
RIL
1378
Rothschild Investment LLC
Illinois
$390K -$2.27K -16 -0.6%
SC
1379
SouthState Corp
Florida
$390K -$568 -4 -0.1%
MC
1380
Mathes Company
New York
$389K +$389K +2,734 New
HB
1381
Horizon Bancorp
Indiana
$389K +$389K +2,737 New
SC
1382
Schoolcraft Capital
Colorado
$387K – – –
FAM
1383
Family Asset Management
South Carolina
$386K +$386K +2,716 New
SWP
1384
Summit Wealth Partners
Florida
$383K -$73.5K -517 -16%
MWP
1385
Madison Wealth Partners
Wisconsin
$383K -$9.81K -69 -2%
FBFS
1386
First Business Financial Services
Wisconsin
$382K – – –
IP
1387
Ignite Planners
California
$381K +$2.53K +18 +0.7%
BWIA
1388
Bryant Woods Investment Advisors
New York
$381K – – –
AWMG
1389
Alliance Wealth Management Group
New Jersey
$380K -$7.39K -52 -2%
TCM
1390
Towercrest Capital Management
Pennsylvania
$380K -$7.39K -52 -2%
TIA
1391
Traphagen Investment Advisors
New Jersey
$379K +$379K +2,670 New
MPM
1392
Meritage Portfolio Management
Kansas
$379K +$25.9K +182 +7%
DA
1393
Drake & Associates
Wisconsin
$379K – – –
FWA
1394
FSC Wealth Advisors
New York
$377K +$54.7K +385 +17%
CSIA
1395
Charles Schwab Investment Advisory
California
$377K +$30.1K +212 +9%
Aristotle Capital Management
1396
Aristotle Capital Management
California
$375K -$239K -1,684 -39%
LFA
1397
Legacy Financial Advisors
Kentucky
$374K -$172K -1,212 -32%
CWM
1398
Calamos Wealth Management
Illinois
$374K +$9.81K +69 +3%
RMDI
1399
R.M. Davis Inc
Maine
$374K -$14.8K -104 -4%
TCM
1400
Telos Capital Management
California
$371K -$21.9K -154 -6%
54 55
56
57 58