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
+$734M
2
Charles Schwab
Charles Schwab
California
+$395M
3
EWA
EP Wealth Advisors
California
+$321M
4
AAS
Avantax Advisory Services
Texas
+$233M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$118M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211M
2
BCIM
Bishop & Co Investment Management
Pennsylvania
-$136M
3
UCFA
United Capital Financial Advisors
Texas
-$118M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
251
Connectus Wealth
Ohio
$21.5M +$21.2M +153,723 +7,936%
CAM
252
Clark Asset Management
New Hampshire
$20.9M +$4.07M +29,498 +24%
DWA
253
Dougherty Wealth Advisers
Minnesota
$20.7M +$17.8M +129,115 +621%
SIC
254
Sigma Investment Counselors
Michigan
$20.7M +$360K +2,609 +2%
FCA
255
FLC Capital Advisors
California
$20.6M +$227K +1,646 +1%
CC
256
Courier Capital
New York
$20.6M -$151K -1,094 -0.7%
WAAG
257
Wealth Alliance Advisory Group
Kansas
$20.4M +$4.67M +33,831 +30%
HWAM
258
Hennion & Walsh Asset Management
New Jersey
$20.1M +$404K +2,929 +2%
AFG
259
AFS Financial Group
Maryland
$20.1M +$138K +1,002 +0.7%
PF
260
Parker Financial
Washington
$20M +$948K +6,869 +5%
TCM
261
TD Capital Management
Tennessee
$20M -$122K -883 -0.6%
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$20M +$20M +145,000 New
WFA
263
Wellspring Financial Advisors
Ohio
$19.8M -$2.79K -137 -0%
MSA
264
Marino Stram & Associates
Massachusetts
$19.8M +$181K +1,313 +0.9%
WF
265
Warner Financial
Maryland
$19.8M +$610K +4,424 +3%
CAC
266
Certified Advisory Corp
Florida
$19.8M +$1.14M +8,278 +6%
CCM
267
Coldstream Capital Management
Washington
$19.6M -$435K -3,153 -2%
BW
268
BIP Wealth
Georgia
$19.6M +$1.69M +12,246 +9%
MA
269
Mutual Advisors
Nebraska
$19.5M +$1.77M +12,799 +10%
MCM
270
Manchester Capital Management
Vermont
$19.5M -$1.59M -11,518 -8%
HWA
271
Heartwood Wealth Advisors
Virginia
$19.2M +$2.9K +21 +0%
TW
272
Towerpoint Wealth
California
$19.2M +$1.47M +10,666 +8%
SFFS
273
Stonehage Fleming Financial Services
Jersey
$19.1M – – –
LNC
274
Lincoln National Corp
Pennsylvania
$19.1M +$1.26M +9,134 +7%
GRP
275
Global Retirement Partners
California
$19.1M +$700K +5,164 +4%
9 10
11
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