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
$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 %
BP
1851
BBR Partners
New York
– -$415K -3,002 Closed
MA
1852
MJP Associates
Connecticut
– -$413K -2,992 Closed
AWM
1853
Activest Wealth Management
Florida
– -$384K -2,802 Closed
SFA
1854
Seneca Financial Advisors
New York
– -$373K -2,703 Closed
MPI
1855
Mairs & Power Inc
Minnesota
– -$368K -2,662 Closed
PWP
1856
Pursue Wealth Partners
California
– -$358K -2,595 Closed
Principal Financial Group
1857
Principal Financial Group
Iowa
– -$353K -2,553 Closed
SFS
1858
Solitude Financial Services
Virginia
– -$337K -2,443 Closed
CCM
1859
Canal Capital Management
Virginia
– -$315K -2,283 Closed
FFA
1860
Fi3 Financial Advisors
Indiana
– -$311K -2,250 Closed
RRCM
1861
Rappaport Reiches Capital Management
Illinois
– -$301K -2,182 Closed
EWP
1862
Engrave Wealth Partners
Texas
– -$300K -2,159 Closed
CWM
1863
Congress Wealth Management
Massachusetts
– -$285K -2,063 Closed
CA
1864
Calton & Associates
Florida
– -$268K -1,942 Closed
PWM
1865
Paulson Wealth Management
Illinois
– -$265K -1,918 Closed
PWMG
1866
Pinnacle Wealth Management Group
Michigan
– -$252K -1,828 Closed
NP
1867
Nilsine Partners
Colorado
– -$242K -1,754 Closed
ARC
1868
Advisor Resource Council
Texas
– -$245K -1,748 Closed
SAM
1869
Strategy Asset Managers
California
– -$240K -1,735 Closed
RWA
1870
Rooted Wealth Advisors
Illinois
– -$243K -1,730 Closed
Susquehanna International Group
1871
Susquehanna International Group
Pennsylvania
– -$234K -1,697 Closed
Tudor Investment Corp
1872
Tudor Investment Corp
Connecticut
– -$231K -1,676 Closed
NP
1873
NorthRock Partners
Minnesota
– -$220K -1,593 Closed
SIG
1874
Spinnaker Investment Group
California
– -$215K -1,558 Closed
HCM
1875
Hudson Capital Management
New Jersey
– -$214K -1,550 Closed
72 73 74
75
76