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 %
TC
351
TownSquare Capital
Utah
$12.9M +$1.42M +10,305 +12%
WLIM
352
White Lighthouse Investment Management
Massachusetts
$12.7M +$193K +1,398 +2%
VWA
353
Visionary Wealth Advisors
Illinois
$12.6M +$220K +1,596 +2%
CWA
354
CJM Wealth Advisers
Virginia
$12.4M -$1.35M -9,815 -10%
GSWM
355
Greenup Street Wealth Management
Michigan
$12.4M +$2.28M +16,539 +23%
GSIS
356
Global Strategic Investment Solutions
Arizona
$12.4M +$29.9K +217 +0.2%
PFA
357
Pure Financial Advisors
California
$12.3M +$214K +1,549 +2%
Vanguard Group
358
Vanguard Group
Pennsylvania
$12.2M +$5.65M +40,949 +86%
UB
359
UMB Bank
Missouri
$12.1M -$631K -4,575 -5%
PWM
360
PRW Wealth Management
Massachusetts
$12.1M +$12.1M +90,629 New
BHB
361
Bank Hapoalim BM
Israel
$12M +$12M +87,000 New
AWMNH
362
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12M +$402K +2,913 +3%
Qube Research & Technologies (QRT)
363
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$11.9M +86,190 +32,648%
Cerity Partners
364
Cerity Partners
New York
$11.9M -$71.1M -515,238 -86%
PPC
365
Park Place Capital
Alabama
$11.9M +$276 +2 +0%
CTC
366
Central Trust Company
Missouri
$11.9M -$332K -2,406 -3%
SCM
367
SOL Capital Management
Maryland
$11.9M -$1.4M -10,163 -11%
CF
368
Copperwynd Financial
Arizona
$11.8M +$18.6K +135 +0.2%
PAS
369
Park Avenue Securities
New York
$11.7M +$2.34M +16,987 +25%
OC
370
Oarsman Capital
Wisconsin
$11.6M +$3.16M +22,945 +37%
KPWG
371
KFA Private Wealth Group
Virginia
$11.6M +$251K +1,821 +2%
SSW
372
Stone Summit Wealth
Florida
$11.5M +$1.2M +8,701 +12%
MPCG
373
Matrix Private Capital Group
New York
$11.4M +$637K +4,620 +6%
Financial Engines Advisors
374
Financial Engines Advisors
California
$11.4M -$784K -5,685 -6%
LIG
375
Lokken Investment Group
Delaware
$11.3M +$404K +2,926 +4%
13 14
15
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