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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 %
POIA
1701
Pin Oak Investment Advisors
Texas
$62K +$62K +439 New
GIA
1702
Goodwin Investment Advisory
Georgia
$59.7K – – –
CTA
1703
Colonial Trust Advisors
South Carolina
$59.4K – – –
LWA
1704
Lowe Wealth Advisors
Maryland
$58.5K – – –
AIA
1705
Arcadia Investment Advisors
Idaho
$57.8K -$67.6K -476 -54%
AIA
1706
Armor Investment Advisors
North Carolina
$57.4K – – –
TVWM
1707
Tower View Wealth Management
Wisconsin
$57K +$424 +3 +0.8%
TRCT
1708
Tower Research Capital (TRC)
New York
$56.8K +$56.8K +400 New
Qube Research & Technologies (QRT)
1709
Qube Research & Technologies (QRT)
United Kingdom
$54.3K +$54.3K +264 New
ATC
1710
Adirondack Trust Company
New York
$53.7K – – –
MPWT
1711
MassMutual Private Wealth & Trust
Connecticut
$52.4K +$33.5K +236 +177%
SN
1712
Sittner & Nelson
Oregon
$51.6K – – –
OHWP
1713
Oak Harbor Wealth Partners
North Carolina
$51.4K – – –
WPA
1714
West Paces Advisors
Georgia
$48.5K -$995 -7 -2%
NRC
1715
New Republic Capital
North Carolina
$46.3K – – –
WT
1716
Washington Trust
Rhode Island
$45.6K -$213K -1,498 -82%
DWMG
1717
DB Wealth Management Group
California
$44.9K – – –
CB
1718
Centennial Bank
Arkansas
$42.9K – – –
FCMT
1719
Founders Capital Management (Texas)
Texas
$42.6K -$6.82K -48 -14%
BWM
1720
BigSur Wealth Management
Florida
$42.6K – – –
WAS
1721
Winch Advisory Services
Wisconsin
$42K -$707 -5 -2%
HS
1722
Horan Securities
United States
$41K +$2.55K +18 +7%
CNBTD
1723
Citizens National Bank Trust Department
Mississippi
$39.8K – – –
NRG
1724
Nemes Rush Group
Michigan
$39.6K +$39.6K +279 New
BAM
1725
Byrne Asset Management
New Jersey
$39K – – –
67 68
69
70 71