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 %
CT
1601
Cambridge Trust
Massachusetts
$215K +$170K +1,196 +375%
VFPW
1602
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K -$14.8K -104 -6%
AGA
1603
Arkos Global Advisors
Texas
$214K -$83.7K -590 -28%
SFG
1604
SNS Financial Group
Minnesota
$214K – – –
Kayne Anderson Rudnick Investment Management
1605
Kayne Anderson Rudnick Investment Management
California
$213K +$54.3K +382 +34%
FMII
1606
Farmers & Merchants Investments Inc
Nebraska
$213K +$66.1K +465 +45%
HFM
1607
Hartford Funds Management
Pennsylvania
$212K +$212K +1,492 New
UAS
1608
United Asset Strategies
New York
$212K -$366K -2,574 -63%
GAM
1609
GEM Asset Management
Michigan
$211K -$45.6K -321 -18%
PWA
1610
PCG Wealth Advisors
Kansas
$211K +$211K +1,485 New
MRWM
1611
ML&R Wealth Management
Texas
$211K -$6.11K -43 -3%
ASI
1612
Advisory Services & Investments
Oregon
$209K – – –
APW
1613
Austin Private Wealth
Texas
$209K -$89.2K -628 -30%
BI
1614
Berkeley Inc
Idaho
$208K +$568 +4 +0.3%
SSC
1615
Syverson Strege & Co
Iowa
$207K -$59.4K -418 -22%
TC
1616
Truvestments Capital
Florida
$207K +$8.1K +57 +4%
HFS
1617
Hantz Financial Services
Michigan
$206K -$33.7K -237 -14%
JF
1618
JSF Financial
California
$205K -$29K -204 -12%
TNA
1619
True North Advisors
Texas
$205K +$205K +1,441 New
YWM
1620
Yoder Wealth Management
California
$205K +$205K +1,440 New
CA
1621
Carson Advisory
Georgia
$205K +$205K +1,439 New
SGI
1622
Summit Global Investments
Utah
$204K +$204K +1,433 New
WPC
1623
Waters Parkerson & Co
Louisiana
$203K +$203K +1,432 New
EIG
1624
Ellenbecker Investment Group
Wisconsin
$203K +$203K +1,435 New
AWM
1625
Abound Wealth Management
Tennessee
$203K +$5.69K +40 +3%
63 64
65
66 67