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 %
SC
301
Savant Capital
Illinois
$16.6M +$1.01M +7,293 +6%
KWM
302
Kaydan Wealth Management
Michigan
$16.5M +$14M +101,492 +560%
MAM
303
Meeder Asset Management
Ohio
$16.5M -$7.48M -54,223 -31%
GFA
304
Gallagher Fiduciary Advisors
Illinois
$16.4M +$551K +3,998 +3%
AFS
305
Annapolis Financial Services
Maryland
$16.3M -$143K -1,039 -0.9%
TFA
306
Trinity Financial Advisors
Ohio
$16.3M -$2.76M -19,994 -14%
SWP
307
Stratos Wealth Partners
Ohio
$16.2M -$722K -5,232 -4%
ABC
308
Associated Banc-Corp
Wisconsin
$16M +$573K +4,157 +4%
CPIG
309
Chicago Partners Investment Group
Illinois
$15.9M -$864K -6,453 -5%
CTWM
310
Cherry Tree Wealth Management
Minnesota
$15.8M +$446K +3,233 +3%
AWM
311
AAF Wealth Management
Massachusetts
$15.7M -$4M -28,983 -20%
2L
312
25 LLC
Missouri
$15.7M -$96K -696 -0.6%
CFA
313
Cahill Financial Advisors
Minnesota
$15.5M +$379K +2,749 +3%
FTS
314
Fifth Third Securities
Ohio
$15.5M +$1.94M +14,078 +14%
SCA
315
STALEY CAPITAL ADVISERS
Pennsylvania
$15.5M +$462K +3,349 +3%
MCM
316
MAI Capital Management
Ohio
$15.3M +$748K +5,420 +5%
WIC
317
Whitegate Investment Counselors
New Hampshire
$15.2M +$136K +983 +0.9%
WA
318
Waterford Advisors
New York
$15.2M +$267K +1,933 +2%
Millennium Management
319
Millennium Management
New York
$15.2M +$9.9M +71,747 +187%
HIM
320
Hanlon Investment Management
New Jersey
$15.2M -$8.28K -60 -0.1%
PA
321
Parallel Advisors
California
$15.1M -$334K -2,423 -2%
IWC
322
Integrated Wealth Concepts
Massachusetts
$14.9M +$334K +2,420 +2%
BIA
323
Bell Investment Advisors
California
$14.9M -$508K -3,685 -3%
TDWM
324
Topel & Distasi Wealth Management
California
$14.8M -$25.9K -188 -0.2%
SPA
325
Shore Point Advisors
New Jersey
$14.7M +$576K +4,177 +4%
11 12
13
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