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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
$375M
2
PLFA
Pacific Life Fund Advisors
California
$294M
3
PCIG
Partners Capital Investment Group
Massachusetts
$478M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
$136M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$7.55B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$13.2B
2
Morgan Stanley
Morgan Stanley
New York
$3.94B
3
CM
Churchill Management
California
$365M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
151
WealthOne
New York
$46.2M -$767K -5,395 -2%
BEC
152
Blue Edge Capital
Virginia
$45.4M -$556K -3,911 -1%
RWB
153
RMR Wealth Builders
New Jersey
$45.4M +$9.68M +80,693 +27%
FVWA
154
Foster Victor Wealth Advisors
South Carolina
$44.1M +$198K +1,391 +0.4%
FWP
155
Falcon Wealth Planning
California
$43.7M +$2.21M +15,546 +5%
WANY
156
Wealthspire Advisors (New York)
New York
$43.5M -$1.17M -8,251 -3%
Franklin Resources
157
Franklin Resources
California
$43.2M -$9.2M -64,748 -18%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$43M -$177K -1,243 -0.4%
ST
159
Sageworth Trust
Pennsylvania
$43M -$4.92M -34,657 -10%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$42.2M -$9.9M -69,699 -19%
TWM
161
TMD Wealth Management
Arizona
$42M +$1.68M +11,814 +4%
OFG
162
Oxford Financial Group
Indiana
$41.4M +$274K +1,928 +0.7%
TWP
163
Total Wealth Planning
Ohio
$41M +$1.07M +7,508 +3%
AWM
164
Apollon Wealth Management
South Carolina
$40.9M -$9.94M -69,961 -20%
AI
165
Atria Investments
North Carolina
$40.5M -$7.53M -52,977 -16%
GT
166
Glenmede Trust
Pennsylvania
$40.4M – – –
SPIA
167
Steward Partners Investment Advisory
New York
$40.4M -$3.44M -24,188 -8%
PIFP
168
Partners in Financial Planning
Virginia
$40.3M -$466K -3,282 -1%
PRWA
169
Platte River Wealth Advisors
Colorado
$40.3M -$777K -5,469 -2%
CA
170
Crane Advisory
California
$39.8M +$3.09M +21,760 +8%
IGAM
171
iA Global Asset Management
Quebec, Canada
$39.3M +$39.3M +276,500 New
HCC
172
Hirtle Callaghan & Co
Pennsylvania
$38.7M -$17.1M -120,674 -31%
EWA
173
Exencial Wealth Advisors
Oklahoma
$38.6M -$99.9K -703 -0.3%
SF
174
Summit Financial
New Jersey
$38.1M -$1.15M -8,117 -3%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6M -$358K -2,516 -0.9%
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