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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 %
QC
1776
Quent Capital
New York
$11.6K +$142 +1 +1%
HF
1777
Halpern Financial
Virginia
$11.4K -$3.98K -28 -26%
BCM
1778
Bourgeon Capital Management
Connecticut
$11.2K – – –
NC
1779
NewSquare Capital
Pennsylvania
$10.9K -$35.5K -250 -76%
PSB
1780
Piscataqua Savings Bank
New Hampshire
$10.7K – – –
CWA
1781
Core Wealth Advisors
Florida
$10.4K – – –
RTC
1782
Riverview Trust Company
Washington
$10.2K – – –
EW
1783
Element Wealth
Mississippi
$10.2K +$10.2K +72 New
GWM
1784
Grand Wealth Management
Michigan
$10.1K +$10.1K +71 New
MLA
1785
MB, Levis & Associates
Pennsylvania
$8.24K – – –
IRC
1786
Investors Research Corp
Georgia
$8.24K – – –
IRAG
1787
Investment Research & Advisory Group
Georgia
$8.24K – – –
PP
1788
PFS Partners
New Jersey
$8.1K – – –
RDFA
1789
Ritter Daniher Financial Advisory
Ohio
$7.25K +$7.25K +51 New
FFC
1790
First Financial Corp
Indiana
$7.25K +$7.25K +51 New
MMG
1791
Monetary Management Group
Missouri
$7.11K +$7.11K +50 New
GM
1792
GeoWealth Management
Illinois
$7K +$7K +49 New
CWA
1793
Carolina Wealth Advisors
South Carolina
$6.97K +$5.54K +39 +390%
DF
1794
DecisionPoint Financial
Arizona
$6.54K +$5.12K +36 +360%
WWM
1795
Wolff Wiese Magana
California
$6.25K -$3.27K -23 -34%
PK
1796
Pflug Koory
Nebraska
$5.98K – – –
TIM
1797
Thompson Investment Management
Wisconsin
$5.68K – – –
PFG
1798
Piershale Financial Group
Illinois
$5.26K – – –
MM
1799
Main Management
California
$5K +$5K +38 New
RP
1800
Rice Partnership
Hawaii
$4.97K +$4.97K +35 New
70 71
72
73 74