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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 %
CA
1551
Claro Advisors
Massachusetts
$250K -$85.4K -601 -25%
OMC
1552
Overbrook Management Corp
New York
$250K -$464K -3,262 -65%
9WM
1553
9258 Wealth Management
Ohio
$248K +$426 +3 +0.2%
B
1554
Bailard
California
$247K -$11.9K -84 -5%
SWM
1555
Seed Wealth Management
Illinois
$245K – – –
FNBT
1556
FineMark National Bank & Trust
Florida
$245K +$25.2K +177 +11%
TF
1557
Trek Financial
Arizona
$245K -$1.28K -9 -0.5%
RF
1558
RHS Financial
California
$243K – – –
EWM
1559
EPG Wealth Management
Georgia
$243K +$4.97K +35 +2%
CHJWM
1560
Carlton Hofferkamp & Jenks Wealth Management
Texas
$243K – – –
SWIG
1561
Strategic Wealth Investment Group
Kentucky
$242K -$112K -785 -32%
TW
1562
TrinityPoint Wealth
Connecticut
$242K -$41.4K -291 -15%
CI
1563
Ceera Investments
Texas
$241K – – –
QPWM
1564
Quadrant Private Wealth Management
Pennsylvania
$241K – – –
FB
1565
Fulton Bank
Pennsylvania
$240K – – –
SYBT
1566
Stock Yards Bank & Trust
Kentucky
$238K +$6.54K +46 +3%
CFP
1567
Catalyst Financial Partners
Massachusetts
$238K +$238K +1,672 New
THL
1568
Tillman Hartley LLC
Colorado
$237K +$1.42K +10 +0.6%
SWM
1569
Selective Wealth Management
Virginia
$236K +$236K +1,671 New
BSWA
1570
Bromfield Sneider Wealth Advisors
Massachusetts
$235K – – –
ISWM
1571
Independent Solutions Wealth Management
New York
$235K -$17.8K -125 -7%
SPA
1572
Sentinel Pension Advisors
Massachusetts
$234K +$234K +1,649 New
RBC
1573
Romano Brothers & Co
Illinois
$233K -$3.41K -24 -1%
PG
1574
Patten Group
Tennessee
$232K -$5.12K -36 -2%
BWP
1575
BSW Wealth Partners
Colorado
$232K +$232K +1,630 New
61 62
63
64 65