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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 %
HWM
1801
HighMark Wealth Management
Minnesota
$4.65K -$12.5K -89 -73%
EWP
1802
Elevation Wealth Partners
California
$4.55K – – –
LOIP
1803
Live Oak Investment Partners
Texas
$4.55K -$4.42K – –
JMF
1804
Johnson Midwest Financial
Iowa
$4.26K – – –
PWMG
1805
Prestige Wealth Management Group
New Jersey
$4.26K – – –
MFA
1806
Morling Financial Advisors
California
$4.16K +$287 +2 +7%
GGI
1807
Godsey & Gibb Inc
Virginia
$4.12K -$2.27K -16 -36%
CWA
1808
Clearview Wealth Advisors
Oregon
$3.98K – – –
MFC
1809
Morris Financial Concepts
South Carolina
$3.27K +$3.27K +23 New
OAJ
1810
Ogorek Anthony Joseph
New York
$3K – – –
RFG
1811
RFP Financial Group
Georgia
$2.63K – – –
APW
1812
Acima Private Wealth
Virginia
$2.13K – – –
HWP
1813
Highline Wealth Partners
California
$1.85K – – –
BCM
1814
Basso Capital Management
Connecticut
$1.56K +$1.56K +11 New
ACM
1815
Antonetti Capital Management
Florida
$1.42K – – –
TFA
1816
Transamerica Financial Advisors
Florida
$1K – – –
DWA
1817
Delos Wealth Advisors
Texas
$711 – – –
FBC
1818
Fairfield, Bush & Co
Connecticut
$711 +$711 +5 New
ECM
1819
EMC Capital Management
Texas
$54 +$28 +1,078 +105%
BCPWM
1820
Bradley & Co Private Wealth Management
Florida
$1 -$1 – –
Bank of Nova Scotia
1821
Bank of Nova Scotia
Ontario, Canada
– -$145M -1,046,700 Closed
CZI
1822
Chan Zuckerberg Initiative
California
– -$109M -788,677 Closed
VOYA Investment Management
1823
VOYA Investment Management
Georgia
– -$103M -744,433 Closed
IAIM
1824
Industrial Alliance Investment Management
Quebec, Canada
– -$38.2M -276,500 Closed
SCI
1825
Stableford Capital II
Arizona
– -$35.8M -254,691 Closed
71 72
73
74 75