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 %
CA
326
Cetera Advisors
Colorado
$14.5M +$810K +5,873 +6%
RA
327
RFG Advisory
Alabama
$14.5M +$1.33M +9,646 +10%
EC
328
EdgeRock Capital
Colorado
$14.5M +$3.3M +23,910 +30%
SCP
329
Stevens Capital Partners
Nebraska
$14.4M +$571K +4,143 +4%
CWAG
330
Compton Wealth Advisory Group
Virginia
$14.4M +$3.96M +28,715 +38%
MHS
331
M Holdings Securities
Oregon
$14.4M +$14.4M +104,121 New
WP
332
Wealthspan Partners
Iowa
$14.2M +$508K +3,681 +4%
H
333
HoyleCohen
California
$14.2M +$984K +7,136 +7%
CWM
334
Congress Wealth Management
Massachusetts
$14.1M +$14.1M +102,519 New
FH
335
FWG Holdings
Florida
$14.1M +$598K +4,419 +4%
PPWM
336
PFG Private Wealth Management
Florida
$14.1M -$2.17M -15,746 -13%
IG
337
ING Group
Netherlands
$14.1M -$31.3M -227,166 -69%
ACS
338
Archford Capital Strategies
Illinois
$14.1M -$424K -3,077 -3%
AL
339
Aspiriant LLC
California
$14M -$241K -1,747 -2%
PP
340
Prudential plc
United Kingdom
$14M +$13M +94,202 +1,312%
SAG
341
SageView Advisory Group
California
$13.8M +$365K +2,644 +3%
MFGP
342
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.8M +$70.9K +514 +0.5%
CA
343
Cresta Advisors
Texas
$13.6M -$201K -1,457 -1%
FCM
344
Firestone Capital Management
Florida
$13.6M +$147K +1,064 +1%
SHWM
345
Smith & Howard Wealth Management
Georgia
$13.5M +$448K +3,245 +3%
PFO
346
Pathstone Family Office
New Jersey
$13.4M +$2.33M +16,867 +21%
RWG
347
Ratio Wealth Group
Colorado
$13.3M +$122K +885 +0.9%
APC
348
Aspire Private Capital
North Carolina
$13.1M -$176K -1,274 -1%
GFWA
349
Grey Fox Wealth Advisors
Delaware
$13.1M -$4.41M -31,957 -25%
ECM
350
Evergreen Capital Management
Washington
$13M +$276 +2 +0%
12 13
14
15 16