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 %
MAM
1626
Milestone Asset Management
Pennsylvania
$201K -$91.2K -642 -31%
AFG
1627
Atomi Financial Group
New York
$201K +$201K +1,414 New
ACG
1628
Allen Capital Group
Nebraska
$201K +$201K +1,414 New
FIM
1629
Fernwood Investment Management
Massachusetts
$201K +$201K +1,414 New
DSC
1630
Duncker Streett & Co
Missouri
$200K +$3.13K +22 +2%
PP
1631
Pacifica Partners
Canada
$199K – – –
IHWM
1632
Iron Horse Wealth Management
Iowa
$198K -$68.5K -482 -26%
FFL
1633
Financial Freedom LLC
Ohio
$192K +$995 +7 +0.5%
VDBMI
1634
Van Den Berg Management I
Texas
$191K -$9.38K -66 -5%
WT
1635
Whittier Trust
California
$191K -$5.68K -40 -3%
SAG
1636
Spotlight Asset Group
Illinois
$188K -$58.8K -414 -24%
WAM
1637
WFA Asset Management
Wisconsin
$185K +$90.5K +637 +96%
JEST
1638
JTC Employer Solutions Trustee
Jersey
$182K – – –
DAC
1639
Dividend Assets Capital
South Carolina
$179K – – –
RIA
1640
Realta Investment Advisors
Delaware
$178K +$178K +1,254 New
WB
1641
Webster Bank
Connecticut
$174K -$190K -1,334 -52%
WWP
1642
WR Wealth Planners
Missouri
$174K +$135K +947 +343%
OC
1643
Oakworth Capital
Alabama
$172K – – –
APW
1644
Atlantic Private Wealth
North Carolina
$170K -$5.4K -38 -3%
OA
1645
Operose Advisors
Wisconsin
$169K -$152K -1,068 -47%
GFL
1646
Granite FO LLC
New Hampshire
$169K – – –
CFO
1647
CVA Family Office
Colorado
$165K -$22K -155 -12%
WFA
1648
West Financial Advisors
Iowa
$159K +$24K +169 +18%
AWM
1649
Aspire Wealth Management
Massachusetts
$158K – – –
CYG
1650
Clean Yield Group
Vermont
$155K -$76.7K -540 -33%
64 65
66
67 68