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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.

Holders
1,816
Holders Change
+29
Holders Change %
+1.62%
% of All Funds
28.65%
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
1
EP Wealth Advisors
California
$375M
2
PLFA
2
Pacific Life Fund Advisors
California
$294M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$478M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$136M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$7.55B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.94B
3
CM
3
Churchill Management
California
$365M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13.2B 92,842,187 -18,983,496 -17%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.55B 53,116,561 +865,621 +2%
Morgan Stanley
3
Morgan Stanley
New York
$3.94B 27,727,397 -1,371,111 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.04B 21,396,280 +777,538 +4%
UBS Group
5
UBS Group
Switzerland
$1.79B 12,604,554 -505,813 -4%
Betterment LLC
6
Betterment LLC
New York
$1.77B 12,490,519 +274,646 +2%
Ameriprise
7
Ameriprise
Minnesota
$1.18B 8,303,818 +230,462 +3%
LPL Financial
8
LPL Financial
California
$1.1B 7,756,430 +318,953 +4%
Wells Fargo
9
Wells Fargo
California
$880M 6,193,516 -185,737 -3%
TF
10
TIAA FSB
Florida
$801M 5,634,301 +38,290 +0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$730M 5,138,047 -155,426 -3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$693M 4,875,892 +11,416 +0.2%
DADC
13
D.A. Davidson & Co
Montana
$678M 4,773,853 +88,829 +2%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$676M 4,757,107 +106,584 +2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$641M 4,512,495 +240,679 +6%
Truist Financial
16
Truist Financial
North Carolina
$640M 4,501,893 -105,260 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$639M 4,498,495 -113,077 -2%
RWP
18
RWA Wealth Partners
Massachusetts
$628M 4,420,096 +33,468 +0.8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$570M 4,009,342 +31,412 +0.8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$556M 3,914,529 +47,343 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$553M 3,888,939 -48,346 -1%
Goldman Sachs
22
Goldman Sachs
New York
$552M 3,884,158 -5,174 -0.1%
PCIG
23
Partners Capital Investment Group
Massachusetts
$478M 3,360,770 +1,260,033 +60%
Mariner
24
Mariner
Kansas
$455M 3,203,933 +48,376 +2%
SEI Investments
25
SEI Investments
Pennsylvania
$452M 3,181,567 +133,878 +4%
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