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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 %
SFG
1676
Steward Financial Group
Texas
$100K +$100K +707 New
CHC
1677
City Holding Co
West Virginia
$99.8K +$92.6K +652 +1,304%
PAI
1678
Pittenger & Anderson Inc
Nebraska
$96.6K – – –
PWM
1679
Provident Wealth Management
Tennessee
$94.5K – – –
TWD
1680
True Wealth Design
Ohio
$90.6K +$36.2K +255 +67%
FCAG
1681
First Capital Advisors Group
New Jersey
$89K -$18.3K -129 -17%
AA
1682
AlphaMark Advisors
Kentucky
$85K -$14.2K -100 -14%
RMC
1683
Resources Management Corp
Connecticut
$80K +$65.9K +466 +466%
M
1684
MOTCO
Texas
$76.3K -$568 -4 -0.7%
MAM
1685
Marquette Asset Management
Minnesota
$75.9K – – –
JWM
1686
Janiczek Wealth Management
Colorado
$75.3K +$3.55K +25 +5%
BSB
1687
Bangor Savings Bank
Maine
$74.5K – – –
CH
1688
Canton Hathaway
Rhode Island
$73K – – –
Barclays
1689
Barclays
United Kingdom
$72K +$44.9K +319 +165%
LFA
1690
LGT Financial Advisors
Texas
$71.6K +$426 +3 +0.6%
CPG
1691
Cornerstone Planning Group
New Jersey
$71.3K +$71.3K +502 New
BEI
1692
Benjamin Edwards Inc
Missouri
$71K – – –
HPC
1693
HM Payson & Co
Maine
$69.6K -$57.6K -405 -45%
SWM
1694
Sugarloaf Wealth Management
Georgia
$69.3K +$568 +4 +0.8%
NBT
1695
Northwest Bank & Trust
Iowa
$66.6K +$66.6K +469 New
FRA
1696
Front Row Advisors
California
$65K – – –
RWM
1697
Ruedi Wealth Management
Illinois
$64.7K -$853 -6 -1%
RPCA
1698
Running Point Capital Advisors
California
$64.2K -$6.82K -48 -10%
AA
1699
Addison Advisors
Vermont
$64.1K – – –
MSFP
1700
Mark Sheptoff Financial Planning
Connecticut
$62.7K – – –
66 67
68
69 70