VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,826 hedge funds and large institutions have $67.3B invested in Vanguard Value ETF in 2023 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 800 increasing their positions, 654 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+10
Holders Change %
+0.55%
% of All Funds
29.11%
Holding in Top 10
346
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.26%
% of All Funds
5.52%
New
120
Increased
800
Reduced
654
Closed
86
Calls
$29.4M
Puts
$10.8M
Net Calls
+$18.6M
Net Calls Change
-$79.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.5B
2
Charles Schwab
Charles Schwab
California
$395M
3
EWA
EP Wealth Advisors
California
$330M
4
AAS
Avantax Advisory Services
Texas
$283M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.74B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
$137K
3
UCFA
United Capital Financial Advisors
Texas
$308M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$476M
5
PCIG
Partners Capital Investment Group
Massachusetts
$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
MTC Wealth Management
Florida
$25.6M +$422K +3,063 +2%
NFW
227
Noble Family Wealth
Florida
$25.6M +$942K +6,830 +4%
EC
228
Estate Counselors
Wisconsin
$25.5M +$448K +3,250 +2%
FOFP
229
Fee-Only Financial Planning
South Carolina
$25.5M +$105K +758 +0.4%
SIM
230
Studio Investment Management
Illinois
$25.3M +$2.13M +15,467 +9%
PFS
231
Prospera Financial Services
Texas
$25M +$4.4M +31,857 +21%
SC
232
Stephens Consulting
Michigan
$24.7M +$54.6K +396 +0.2%
Nomura Asset Management
233
Nomura Asset Management
Japan
$24.5M +$17.3M +125,500 +240%
TPCW
234
TD Private Client Wealth
New York
$24.3M -$1.02M -7,398 -4%
CFD
235
Creative Financial Designs
Indiana
$24.2M +$618K +4,481 +3%
ACM
236
Advisors Capital Management
New Jersey
$23.9M +$10.2M +74,170 +75%
MFG
237
Merit Financial Group
Georgia
$23.8M +$2.89M +20,982 +14%
CWA
238
Cornerstone Wealth Advisors
Minnesota
$23.8M -$367K -2,664 -2%
KCM
239
Kaye Capital Management
California
$23.5M +$567K +4,110 +2%
LSPW
240
Lake Street Private Wealth
Illinois
$23.1M +$3.54M +25,520 +18%
Northern Trust
241
Northern Trust
Illinois
$22.8M +$7.13M +51,692 +46%
OFP
242
OLIO Financial Planning
Virginia
$22.5M +$1.17M +8,482 +5%
MMA
243
Miracle Mile Advisors
California
$22.5M -$4.54M -32,915 -17%
PCMC
244
Private Capital Management (Colorado)
Colorado
$22.4M +$78.2K +567 +0.4%
WP
245
WealthShield Partners
North Carolina
$22.3M +$2.71M +19,669 +14%
Brown Advisory
246
Brown Advisory
Maryland
$22.2M -$222K -1,607 -1%
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$22.2M +$3.33M +24,158 +18%
WA
248
Wealth Architects
California
$22.1M -$428K -3,102 -2%
TGAM
249
TBH Global Asset Management
Tennessee
$22M +$36.6K +265 +0.2%
MFWP
250
Mosaic Family Wealth Partners
Missouri
$21.8M -$127K -918 -0.6%
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