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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 %
AIP
1576
Ameritas Investment Partners
Nebraska
$231K +$4.26K +30 +2%
LIA
1577
LifePlan Investment Advisors
North Carolina
$231K +$231K +1,623 New
NL
1578
Navalign LLC
California
$230K +$4.55K +32 +2%
1SB
1579
1ST Source Bank
Indiana
$228K -$4.55K -32 -2%
HA
1580
Harfst & Associates
Wyoming
$227K -$1.41M -9,926 -86%
FCA
1581
Fortis Capital Advisors
Kansas
$227K -$1.14K -8 -0.5%
AI
1582
Accredited Investors
Minnesota
$227K – – –
DLCIG
1583
D.L. Carlson Investment Group
New Hampshire
$226K – – –
ACM
1584
Ardent Capital Management
Ohio
$226K +$226K +1,590 New
SIC
1585
Shoker Investment Counsel
Ohio
$226K +$284 +2 +0.1%
CFG
1586
Cooper Financial Group
California
$225K +$142 +1 +0.1%
CI
1587
Cordant Inc
Oregon
$223K -$5.83K -41 -3%
DCM
1588
Donaldson Capital Management
Indiana
$222K -$49.2K -346 -18%
RFA
1589
Resurgent Financial Advisors
Georgia
$222K -$142 -1 -0.1%
BTIM
1590
BancFirst Trust & Investment Management
Oklahoma
$220K – – –
EL
1591
EWA LLC
Pennsylvania
$219K +$1.14K +8 +0.5%
AWA
1592
AmeriServ Wealth Advisors
Pennsylvania
$219K -$150K -1,056 -41%
AA
1593
Apriem Advisors
California
$219K +$219K +1,544 New
MSWM
1594
McGlone Suttner Wealth Management
Wisconsin
$219K – – –
VWM
1595
Venturi Wealth Management
Texas
$217K +$19.6K +138 +10%
SIC
1596
Samalin Investment Counsel
New York
$217K +$217K +1,530 New
RLIM
1597
Red Lighthouse Investment Management
New York
$216K – – –
EWA
1598
Encompass Wealth Advisors
Oregon
$216K – – –
LF
1599
Lantz Financial
Illinois
$216K +$216K +1,518 New
WP
1600
WealthPLAN Partners
Nebraska
$216K -$2.98K -21 -1%
62 63
64
65 66