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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 %
CAI
1401
Capital Advisors Inc
Oklahoma
$371K -$79.2K -557 -18%
KWA
1402
Kingswood Wealth Advisors
California
$369K +$369K +2,599 New
1WA
1403
180 Wealth Advisors
Washington
$369K -$4.28K -30 -1%
NIC
1404
Northwest Investment Counselors
Oregon
$368K -$114K -800 -24%
Massachusetts Financial Services
1405
Massachusetts Financial Services
Massachusetts
$367K -$26.4K -186 -7%
MAS
1406
Meeder Advisory Services
Ohio
$365K +$56.1K +395 +18%
CWM
1407
Collaborative Wealth Management
Florida
$362K -$40.2K -283 -10%
VF
1408
VitalStone Financial
Texas
$361K +$275 +2 +0.1%
AAS
1409
Asset Allocation Strategies
Michigan
$361K +$361K +2,540 New
MP
1410
McDonald Partners
Ohio
$361K – – –
FCBT
1411
First Citizens Bank & Trust
North Carolina
$361K +$361K +2,539 New
AUB
1412
Atlantic Union Bankshares
Virginia
$361K +$13.5K +95 +4%
FG
1413
Fiduciary Group
Georgia
$360K -$3.98K -28 -1%
LA
1414
LexAurum Advisors
Kansas
$359K -$26.9K -189 -7%
RSC
1415
Red Spruce Capital
Pennsylvania
$357K -$261K -1,836 -42%
AAG
1416
Armstrong Advisory Group
Massachusetts
$356K -$52.7K -371 -13%
HTHT
1417
Hemenway Trust Hemenway Trust
New Hampshire
$355K – – –
EWM
1418
Endowment Wealth Management
Wisconsin
$355K +$25.7K +181 +8%
FIM
1419
FWL Investment Management
Texas
$353K -$995 -7 -0.3%
FFW
1420
Fusion Family Wealth
New York
$352K +$135K +948 +62%
KIA
1421
KCM Investment Advisors
California
$352K -$11.8K -83 -3%
VFA
1422
Voya Financial Advisors
Connecticut
$352K -$141 -1 -0%
CAM
1423
Cidel Asset Management
Ontario, Canada
$352K – – –
HCM
1424
HMS Capital Management
Tennessee
$351K +$30.1K +212 +9%
DCM
1425
DGS Capital Management
New Jersey
$351K +$2.98K +21 +0.9%
55 56
57
58 59