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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 %
CMA
1651
Cedar Mountain Advisors
Oregon
$155K -$467K -3,288 -75%
CMP
1652
Coston McIsaac & Partners
Maine
$152K +$567 +4 +0.4%
BA
1653
Ballast Advisors
Minnesota
$150K – – –
BFO
1654
Biltmore Family Office
North Carolina
$148K -$543K -3,823 -79%
BBPWM
1655
Blue Bell Private Wealth Management
Pennsylvania
$147K +$59K +415 +67%
BCWM
1656
Bartlett & Co Wealth Management
Ohio
$147K +$34.2K +241 +30%
BC
1657
Bartlett & Co
Ohio
$147K +$34.2K +241 +30%
AP
1658
Arlington Partners
Alabama
$145K – – –
OSNBOA
1659
Old Second National Bank of Aurora
Illinois
$137K – – –
WFA
1660
WestHill Financial Advisors
California
$134K -$6.39K -45 -5%
FA
1661
Fiduciary Alliance
South Carolina
$134K +$134K +942 New
LWANC
1662
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K – – –
BWA
1663
BDO Wealth Advisors
Florida
$130K +$568 +4 +0.4%
EK
1664
Evensky & Katz
Florida
$129K -$5.12K -36 -4%
CTB
1665
Country Trust Bank
Illinois
$129K – – –
HCM
1666
Highlander Capital Management
New Jersey
$127K – – –
IFS
1667
Intelligent Financial Strategies
Minnesota
$126K -$117K -822 -48%
IF
1668
Integrity Financial
Wyoming
$124K -$29K -204 -19%
SIS
1669
Sound Income Strategies
Florida
$115K +$65.8K +463 +133%
TSWM
1670
Tyler-Stone Wealth Management
Ohio
$114K +$114K +805 New
WIM
1671
Westside Investment Management
California
$114K – – –
MAWA
1672
Moss Adams Wealth Advisors
Washington
$113K -$47K -331 -29%
MIM
1673
MTM Investment Management
South Carolina
$111K +$426 +3 +0.4%
BAAM
1674
Baker Avenue Asset Management
California
$107K -$331K -2,331 -76%
WAM
1675
Worth Asset Management
Texas
$106K -$15.2K -107 -13%
65 66
67
68 69