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 %
AC
1726
AlphaCore Capital
California
$38.8K +$24.6K +173 +173%
TAM
1727
Tucker Asset Management
Colorado
$38.1K -$115K -808 -75%
CWM
1728
Compass Wealth Management
Connecticut
$36.9K – – –
MBFW
1729
Morton Brown Family Wealth
Pennsylvania
$36.7K – – –
HWA
1730
HHM Wealth Advisors
Tennessee
$35.2K – – –
TF
1731
Tompkins Financial
New York
$35.1K -$14.2K -100 -29%
LB
1732
Legacy Bridge
Iowa
$33.4K – – –
TCM
1733
Tradewinds Capital Management
Washington
$33K – – –
CWM
1734
CarsonAllaria Wealth Management
Illinois
$32.8K +$143 +1 +0.4%
MIM
1735
Macroview Investment Management
Maryland
$32.7K +$284 +2 +0.9%
WTG
1736
West Tower Group
Virginia
$32.3K +$32.3K +227 New
GA
1737
GoalVest Advisory
New York
$31.5K +$16.6K +117 +111%
KHC
1738
Koesten Hirschmann & Crabtree
Kansas
$30.7K +$851 +6 +3%
BAM
1739
Bellevue Asset Management
Washington
$30.4K +$284 +2 +0.9%
MRCM
1740
M&R Capital Management
New Jersey
$30K – – –
HWA
1741
Heritage Wealth Advisors
Virginia
$29.1K -$3.13K -22 -10%
CCP
1742
Carmel Capital Partners
California
$29.1K +$17.8K +125 +156%
Allspring Global Investments
1743
Allspring Global Investments
North Carolina
$28.3K +$23.8K +167 +522%
WOSD
1744
WFA of San Diego
California
$26.9K +$26.9K +189 New
KA
1745
Kozak & Associates
Colorado
$26.5K +$428 +3 +2%
MWM
1746
Mascoma Wealth Management
New Hampshire
$25.5K – – –
FMTCOCP
1747
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K -$5K -35 -17%
LFA
1748
Legend Financial Advisors
Pennsylvania
$24.9K – – –
CCA
1749
Column Capital Advisors
Indiana
$24.1K +$143 +1 +0.6%
HI
1750
Hoey Investments
Pennsylvania
$23.3K – – –
68 69
70
71 72