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 %
Russell Investments Group
1751
Russell Investments Group
United Kingdom
$23.3K -$27.4K -193 -54%
FA
1752
Faithward Advisors
Pennsylvania
$22.1K -$2.47K -17 -10%
GWM
1753
Guardian Wealth Management
Illinois
$22.1K +$8.36K +59 +61%
YDMI
1754
Y.D. More Investments
Israel
$21.5K – – –
AW
1755
Avion Wealth
Texas
$21K +$17.9K +129 +586%
RAM
1756
Riggs Asset Management
Pennsylvania
$20K -$1.89M -13,315 -99%
WWM
1757
Wagner Wealth Management
South Carolina
$19.3K -$109K -769 -85%
BNP Paribas Financial Markets
1758
BNP Paribas Financial Markets
France
$19.3K +$19.3K +136 New
SCA
1759
Stuart Chaussee & Associates
California
$18.5K +$18.5K +130 New
LF
1760
Lee Financial
Texas
$18.2K -$1.71K -12 -9%
PAIM
1761
Punch & Associates Investment Management
Minnesota
$17.8K +$17.8K +125 New
PAG
1762
Paladin Advisory Group
Iowa
$16.8K – – –
AFG
1763
Albion Financial Group
Utah
$16.3K – – –
MIH
1764
Meitav Investment House
Israel
$15.8K +$15.8K +111 New
SVCP
1765
Silicon Valley Capital Partners
California
$15.5K +$142 +1 +0.9%
CWP
1766
Concord Wealth Partners
Virginia
$15.3K -$1.14K -8 -7%
AWM
1767
AllSquare Wealth Management
New York
$15.3K -$2.71K -20 -15%
GCM
1768
Gables Capital Management
Florida
$14.2K -$15.3K -108 -52%
RCM
1769
Robinson Capital Management
Michigan
$14.2K – – –
SC
1770
Sawyer & Company
Massachusetts
$14K – – –
CG
1771
Cutler Group
California
$14K +$14K +100 New
FMB
1772
Field & Main Bank
Kentucky
$13.9K – – –
EAM
1773
Eukles Asset Management
Ohio
$13.6K – – –
CT
1774
Clearstead Trust
Maine
$13.5K +$13.5K +95 New
CP
1775
Castleview Partners
Texas
$12.1K – – –
69 70
71
72 73