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 %
BZWA
1451
Blue Zone Wealth Advisors
California
$327K +$114K +800 +53%
MIC
1452
Means Investment Company
Maine
$326K +$1.56K +11 +0.5%
AC
1453
Annandale Capital
Texas
$324K – – –
GW
1454
GW & Wade
Massachusetts
$323K +$427 +3 +0.1%
MCM
1455
Morton Capital Management
California
$322K +$99.2K +698 +44%
IWN
1456
Independent Wealth Network
Iowa
$322K -$16.6K -117 -5%
BFS
1457
Bradley Foster & Sargent
Connecticut
$322K +$60.7K +427 +23%
GSEP
1458
Golden State Equity Partners
California
$321K +$50.3K +354 +19%
AIA
1459
Ally Invest Advisors
North Carolina
$320K +$86.2K +607 +37%
TCWM
1460
Total Clarity Wealth Management
Illinois
$319K -$27.7K -195 -8%
BG
1461
Benedetti & Gucer
Georgia
$315K -$38.4K -270 -11%
RA
1462
Rockingstone Advisors
Massachusetts
$313K – – –
FTWA
1463
Fifth Third Wealth Advisors
Ohio
$312K +$312K +2,199 New
HIP
1464
Harrell Investment Partners
Texas
$312K +$3.98K +28 +1%
BAWC
1465
Boyce & Associates Wealth Consulting
Texas
$311K +$7.53K +53 +2%
QPBE
1466
Quintet Private Bank (Europe)
Luxembourg
$311K -$1.03M -7,254 -77%
FPCP
1467
Fort Point Capital Partners
California
$311K +$5.68K +40 +2%
NWMG
1468
National Wealth Management Group
Ohio
$310K -$28.3K -195 -8%
MLFP
1469
MPS Loria Financial Planners
Illinois
$308K -$13.6K -96 -4%
RDWM
1470
Red Door Wealth Management
Tennessee
$307K -$144K -1,010 -32%
PHS
1471
Pekin Hardy Strauss
Illinois
$307K – – –
SCA
1472
Sage Capital Advisors
South Dakota
$306K -$1.71K -12 -0.6%
UWPG
1473
Ullmann Wealth Partners Group
Florida
$303K – – –
BPC
1474
Banque Pictet & Cie
Switzerland
$303K +$53.1K +374 +21%
PNAA
1475
Pictet North America Advisors
Switzerland
$303K +$53.1K +374 +21%
57 58
59
60 61