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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 %
RW
1501
RVW Wealth
California
$282K -$51.2K -360 -15%
PWMAG
1502
Pinnacle Wealth Management Advisory Group
New Jersey
$282K +$24K +169 +9%
GL
1503
Graypoint LLC
New York
$281K -$25.9K -182 -8%
SAM
1504
S.A. Mason
Michigan
$280K – – –
AFG
1505
Allegheny Financial Group
Pennsylvania
$280K -$207K -1,456 -42%
HP
1506
HT Partners
Connecticut
$280K – – –
SF
1507
Slagle Financial
Illinois
$279K +$279K +1,967 New
BWP
1508
Baldwin Wealth Partners
Massachusetts
$279K – – –
BF
1509
Brooklyn FI
New York
$279K +$279K +1,960 New
LMKC
1510
L.M. Kohn & Company
Ohio
$278K – – –
SFP
1511
Sweet Financial Partners
Minnesota
$277K +$711 +5 +0.3%
AAM
1512
Austin Asset Management
Texas
$277K – – –
CW
1513
Connectus Wealth
Ohio
$275K -$146K -1,030 -35%
GWP
1514
Gateway Wealth Partners
Wisconsin
$274K +$22.3K +157 +9%
RPCONE
1515
Retirement Planning Company of New England
Rhode Island
$273K +$4.26K +30 +2%
WI
1516
Wintrust Investments
Illinois
$273K -$20.2K -142 -7%
EWA
1517
ERTS Wealth Advisors
Michigan
$271K +$1.28K +9 +0.5%
WCP
1518
Wick Capital Partners
Pennsylvania
$270K +$15.3K +108 +6%
NGA
1519
Naples Global Advisors
Florida
$270K +$270K +1,901 New
VCAM
1520
Van Cleef Asset Management
Ohio
$270K – – –
CIA
1521
Choate Investment Advisors
Massachusetts
$269K -$198K -1,390 -42%
MA
1522
Mezzasalma Advisors
New Jersey
$269K +$284 +2 +0.1%
LA
1523
Legacy Advisors
Pennsylvania
$269K +$45.2K +318 +20%
OAM
1524
Occidental Asset Management
California
$269K +$568 +4 +0.2%
SIC
1525
Sterling Investment Counsel
New York
$268K -$9.95K -70 -4%
59 60
61
62 63