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
+$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 %
NW
176
NewEdge Wealth
Pennsylvania
$37.5M -$1.97M -13,831 -5%
CG
177
Colony Group
Massachusetts
$37.3M -$7.91M -55,671 -17%
AC
178
Apella Capital
Connecticut
$37.3M +$37.3M +262,694 New
PFA
179
Pathway Financial Advisors
Vermont
$37.2M -$407K -2,867 -1%
SEIA
180
Signature Estate & Investment Advisors
California
$36.7M -$620K -4,364 -2%
CSPAM
181
Cary Street Partners Asset Management
Virginia
$35.9M -$1.82M -12,779 -5%
BSSFA
182
Baron Silver Stevens Financial Advisors
Florida
$35.9M +$4.51M +31,769 +14%
BSW
183
Buckingham Strategic Wealth
Missouri
$35.1M +$1.42M +9,960 +4%
AF
184
Allworth Financial
California
$35M -$9.97M -70,186 -22%
PPW
185
Presilium Private Wealth
Pennsylvania
$34.9M +$3.92M +27,603 +13%
VVP
186
Venture Visionary Partners
Ohio
$34.8M -$2.17M -15,286 -6%
GG
187
Gleason Group
Kentucky
$33.2M +$375K +2,641 +1%
Bessemer Group
188
Bessemer Group
New Jersey
$33M +$4.86M +34,232 +17%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$32.8M -$6.36M -44,762 -16%
CAM
190
Cresset Asset Management
Illinois
$32.7M +$5.64M +39,694 +21%
SIA
191
Schechter Investment Advisors
Michigan
$32.2M -$223K -1,570 -0.7%
PPP
192
Private Portfolio Partners
New Jersey
$31.8M -$124K -870 -0.4%
FC
193
Forte Capital
New York
$31.6M -$530K -3,729 -2%
3LCM
194
3D/L Capital Management
Connecticut
$31.5M -$1.86M -13,075 -6%
SB
195
Strategic Blueprint
Georgia
$31.4M +$6.88M +48,433 +28%
AWM
196
Angeles Wealth Management
California
$31.4M -$156K -1,100 -0.5%
ACA
197
Affinity Capital Advisors
California
$31.2M -$4.79M -33,731 -13%
LGA
198
Lebenthal Global Advisors
New York
$31.1M -$630K -4,436 -2%
AllianceBernstein
199
AllianceBernstein
Tennessee
$30.9M -$463K -3,261 -1%
BWFA
200
Baltimore-Washington Financial Advisors
Maryland
$30.6M -$3.17M -22,274 -9%
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