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 %
SI
201
Stephens Inc
Arkansas
$30.5M +$1.29M +9,061 +4%
AA
202
ALPS Advisors
Colorado
$29.6M -$21.3K -150 -0.1%
KPWS
203
Kestra Private Wealth Services
Texas
$29.4M +$3.86M +27,184 +15%
TPW
204
TL Private Wealth
Texas
$29.3M +$227K +1,608 +0.8%
OPAM
205
Ocean Park Asset Management
California
$29.2M +$85.8K +604 +0.3%
T
206
TrueFG
Texas
$29.1M +$505K +3,551 +2%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$29M +$1.59M +11,184 +6%
RCG
208
Regatta Capital Group
California
$28.5M +$1.22M +8,607 +4%
JCM
209
Jacobsen Capital Management
Utah
$28.1M -$5.96M -41,912 -18%
AAP
210
Arax Advisory Partners
Colorado
$28M -$2.16M -15,194 -7%
MMA
211
Miracle Mile Advisors
California
$27.9M -$6.98M -49,124 -20%
FPIS
212
Financial Planning & Information Services
Wisconsin
$27.7M +$730K +5,137 +3%
LWM
213
Ledge Wealth Management
Minnesota
$27.5M +$203K +1,431 +0.7%
FOFP
214
Fee-Only Financial Planning
South Carolina
$26.2M -$128K -899 -0.5%
TPCW
215
TD Private Client Wealth
New York
$26M +$658K +4,628 +3%
DC
216
Davenport & Co
Virginia
$26M +$2.85M +20,061 +12%
MWM
217
MTC Wealth Management
Florida
$25.9M +$1.12M +7,852 +4%
EC
218
Estate Counselors
Wisconsin
$25.8M +$19.5M +137,305 +308%
SC
219
Stephens Consulting
Michigan
$25.4M +$2.33M +16,392 +10%
NFW
220
Noble Family Wealth
Florida
$25.4M +$458K +3,223 +2%
CWA
221
Cornerstone Wealth Advisors
Minnesota
$24.9M +$23.6K +166 +0.1%
NL
222
NWAM LLC
Washington
$24.7M +$12.3M +86,612 +99%
MAM
223
Meeder Asset Management
Ohio
$24.7M +$6.11M +43,014 +33%
CFD
224
Creative Financial Designs
Indiana
$24.3M -$2.27M -15,990 -9%
SIM
225
Studio Investment Management
Illinois
$23.9M +$1.78M +12,553 +8%
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