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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 %
Capstone Investment Advisors
1826
Capstone Investment Advisors
New York
– -$23.6M -170,640 Closed
PWM
1827
PRW Wealth Management
Massachusetts
– -$13.7M -97,822 Closed
IAIM
1828
International Assets Investment Management
Florida
– -$13.6M -78,536 Closed
Squarepoint
1829
Squarepoint
New York
– -$5.95M -43,070 Closed
BIP
1830
Blue Investment Partners
California
– -$4.76M -34,462 Closed
DFG
1831
Delta Financial Group
New Jersey
– -$3.91M -28,291 Closed
HIIFS
1832
Harel Insurance Investments & Financial Services
Israel
– -$3.9M -28,250 Closed
BWM
1833
BCS Wealth Management
Tennessee
– -$2.49M -18,025 Closed
ZIG
1834
Zurich Insurance Group
Switzerland
– -$2.41M -17,259 Closed
Two Sigma Advisers
1835
Two Sigma Advisers
New York
– -$2.21M -16,000 Closed
OPW
1836
Oxler Private Wealth
New York
– -$1.62M -11,764 Closed
EDRH
1837
Edmond de Rothschild Holding
Switzerland
– -$1.06M -7,655 Closed
SHGA
1838
Sand Hill Global Advisors
California
– -$975K -7,059 Closed
GA
1839
Greenspring Advisors
Maryland
– -$972K -7,041 Closed
SPP
1840
Single Point Partners
Massachusetts
– -$855K -6,190 Closed
GAM
1841
Grandview Asset Management
Pennsylvania
– -$812K -5,881 Closed
VWA
1842
VERITY Wealth Advisors
United States
– -$775K -5,611 Closed
CI
1843
Cambiar Investors
Colorado
– -$729K -5,281 Closed
TFG
1844
Tilson Financial Group
New Jersey
– -$729K -5,278 Closed
WFM
1845
Wolff Financial Management
Michigan
– -$723K -5,232 Closed
Wolverine Trading
1846
Wolverine Trading
Illinois
– -$699K -5,113 Closed
LOPW
1847
Live Oak Private Wealth
North Carolina
– -$638K -4,620 Closed
CLOS
1848
Compagnie Lombard Odier SCmA
Switzerland
– -$470K -3,400 Closed
SFMG
1849
Sage Financial Management Group
Virginia
– -$439K -3,180 Closed
PFA
1850
Petra Financial Advisors
Colorado
– -$415K -3,003 Closed
72 73
74
75 76