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 %
BFA
276
Bragg Financial Advisors
North Carolina
$19M +$370K +2,682 +2%
CCM
277
Carlson Capital Management
Minnesota
$18.9M -$168K -1,221 -0.9%
FAT
278
First American Trust
California
$18.8M -$100K -726 -0.5%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$18.7M -$3.87M -28,576 -17%
DSA
280
Droms Strauss Advisors
Missouri
$18.3M -$17.7M -128,014 -49%
CWM
281
Capital Wealth Management
Rhode Island
$18.2M -$36.6K -265 -0.2%
ASN
282
Advisory Services Network
Georgia
$18.2M +$1.39M +10,083 +8%
RA
283
Rise Advisors
New York
$18.2M +$734K +5,325 +4%
QIM
284
Quest Investment Management
Oregon
$18M +$694K +5,028 +4%
VWM
285
Valley Wealth Managers
New Jersey
$17.9M +$15.4M +111,995 +632%
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$17.9M +$210K +1,451 +1%
NFP
287
NorthLanding Financial Partners
New York
$17.7M +$1.3M +9,461 +8%
IPW
288
Impact Partnership Wealth
Georgia
$17.5M -$34.2M -247,773 -66%
AF
289
Affiance Financial
Minnesota
$17.5M +$202K +1,468 +1%
NFC
290
Northeast Financial Consultants
Connecticut
$17.4M -$1.67M -12,082 -9%
VC
291
Veery Capital
Delaware
$17.2M -$236K -1,710 -1%
AA
292
ALPS Advisors
Colorado
$17.1M -$11.6M -84,105 -40%
BHWM
293
Bay Harbor Wealth Management
Maryland
$17M -$380K -2,752 -2%
CSIA
294
Conrad Siegel Investment Advisors
Pennsylvania
$16.9M +$8.97M +64,998 +113%
SWM
295
Spire Wealth Management
Virginia
$16.9M +$183K +1,326 +1%
EA
296
Evolution Advisers
Virginia
$16.9M +$304K +2,206 +2%
HWM
297
Hemington Wealth Management
Virginia
$16.8M -$1.44M -10,453 -8%
GVAG
298
Great Valley Advisor Group
Delaware
$16.8M -$52.8K -383 -0.3%
FPB
299
First PREMIER Bank
South Dakota
$16.7M -$572K -4,149 -3%
VU
300
Valence8 US
Massachusetts
$16.7M +$898K +6,509 +6%
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