Vanguard Value ETF
VTV
1,824 hedge funds and large institutions have $67.7B invested in Vanguard Value ETF in 2023 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 736 increasing their positions, 719 reducing their positions, and 78 closing their positions.
780% more call options, than puts
Call options by funds: $111M | Put options by funds: $12.6M
68% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 78
2.75% more ownership
Funds ownership: 67.73% → 70.48% (+2.7%)
2% more funds holding
Funds holding: 1,794 → 1,824 (+30)
2% more repeat investments, than reductions
Existing positions increased: 736 | Existing positions reduced: 719
0% more capital invested
Capital invested by funds: $67.6B → $67.7B (+$92M)
1% less funds holding in top 10
Funds holding in top 10: 361 → 356 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$2.68B |
| 2 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$287M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$175M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$120M |
| 5 |
JP Morgan Chase
New York
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.64B |
| 2 |
Morgan Stanley
New York
|
-$190M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$182M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$145M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$111M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OLVIG
1901
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$11.9K | -86 | Closed |
|
|
PA
1902
PSI Advisors
Tampa,
Florida
| – | -$8.56K | -62 | Closed |
|
|
GC
1903
Gould Capital
Tacoma,
Washington
| – | -$8.29K | -60 | Closed |
|
1904
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$6.91K | -50 | Closed |
|
|
CCP
1905
Clarkston Capital Partners
Rochester,
Michigan
| – | -$1.93K | -14 | Closed |
|
|
MCI
1906
MRP Capital Investments
Alpharetta,
Georgia
| – | -$1.24K | -9 | Closed |
|
VTV Hedge Fund Activity: Q2 2023 in Review
1,824 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2023, worth a combined $67.7B — up 0.14% from $67.6B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new VTV positions and 78 closed out — a net gain of 53 holders — while 736 added to existing stakes and 719 trimmed.
The largest buyer was Bishop & Co Investment Management, adding an estimated $2.68B. The largest seller was Bank of America, cutting an estimated $2.64B.
- 1,824 institutional investors held Vanguard Value ETF (VTV) as of Q2 2023, up from 1,794 in Q1 2023.
- Funds reported $67.7B of Vanguard Value ETF stock for Q2 2023, up 0.14% quarter-over-quarter.
- 131 funds opened new Vanguard Value ETF positions in Q2 2023 and 78 closed out, a net change of +53 holders.
- The largest Vanguard Value ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $2.68B added.
- The largest Vanguard Value ETF seller in Q2 2023 was Bank of America, an estimated $2.64B sold.
Based on aggregated 13F filings for Q2 2023.