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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 %
JFG
1526
JDM Financial Group
Texas
$267K +$426 +3 +0.2%
LT
1527
Legacy Trust
Michigan
$265K – – –
LJAC
1528
L.J. Altfest & Co
New York
$265K +$265K +1,868 New
ZIM
1529
Zacks Investment Management
Illinois
$265K -$112K -788 -30%
WBG
1530
Wharton Business Group
Pennsylvania
$264K – – –
PFG
1531
Prosperity Financial Group
California
$262K -$1.42K -10 -0.5%
FFWA
1532
FRG Family Wealth Advisors
Washington
$261K – – –
SWM
1533
Silverlake Wealth Management
Vermont
$260K +$853 +6 +0.3%
SNBOSCI
1534
Security National Bank of Sioux City Iowa
Iowa
$259K +$259K +1,826 New
SCA
1535
Stonebridge Capital Advisors
Minnesota
$258K -$32.5K -229 -11%
WHG
1536
Westwood Holdings Group
Texas
$258K +$258K +1,817 New
SPC
1537
Stewart & Patten Company
California
$257K – – –
JDR
1538
Jay D. Rosenbaum
$257K +$257K +1,806 New
KW
1539
KWB Wealth
California
$256K +$11.8K +83 +5%
HBW
1540
Hazlett, Burt & Watson
West Virginia
$256K +$223K +1,570 +677%
LW
1541
Libra Wealth
California
$255K -$20.3K -143 -7%
RCM
1542
RNC Capital Management
California
$255K – – –
PGA
1543
Portland Global Advisors
Maine
$255K – – –
NCM
1544
Next Capital Management
New York
$255K +$255K +1,793 New
BFWA
1545
Benchmark Financial Wealth Advisors
Florida
$253K -$5.26K -37 -2%
VHAM
1546
Van Hulzen Asset Management
California
$253K – – –
TF
1547
TimeScale Financial
Massachusetts
$253K +$1.56K +11 +0.6%
WA
1548
Wealthstar Advisors
Texas
$253K +$5.26K +37 +2%
HDIM
1549
Hanson & Doremus Investment Management
Vermont
$250K – – –
MWM
1550
Marion Wealth Management
Pennsylvania
$250K – – –
60 61
62
63 64