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 %
VNA
401
Valley National Advisers
Pennsylvania
$9.43M +$865K +6,269 +10%
WCA
402
Waypoint Capital Advisors
Minnesota
$9.42M +$699K +5,068 +8%
TPW
403
Tiller Private Wealth
Pennsylvania
$9.42M +$16.7K +121 +0.2%
DWM
404
Dakota Wealth Management
Florida
$9.41M +$8.44M +61,209 +870%
AA
405
Aire Advisors
California
$9.39M -$938K -6,803 -9%
SFG
406
Sovereign Financial Group
Connecticut
$9.33M +$740K +5,365 +9%
CFSG
407
Clark Financial Services Group
Missouri
$9.31M -$85.7K -621 -0.9%
EA
408
Emerald Advisors
Washington
$9.31M +$517K +3,748 +6%
AIS
409
American Investment Services
Massachusetts
$9.28M -$154K -1,114 -2%
FAM
410
Frontier Asset Management
Wyoming
$9.25M -$2.42M -17,573 -21%
BCG
411
Breakwater Capital Group
New Jersey
$9.2M +$1.99M +14,789 +28%
QCM
412
QRG Capital Management
Illinois
$9.2M +$9.2M +66,681 New
BGDI
413
BW Gestao de Investimentos
Brazil
$9.16M +$9.16M +66,400 New
IA
414
IFG Advisory
Georgia
$9.12M +$243K +1,765 +3%
JWCA
415
J.W. Cole Advisors
Florida
$9.12M +$67.4K +489 +0.7%
KFGK
416
Keystone Financial Group (Kentucky)
Kentucky
$9.09M -$639K -4,632 -7%
PCFFS
417
Pacific Center for Financial Services
California
$9.09M +$9.09M +65,876 New
NAS
418
Nicolet Advisory Services
Wisconsin
$9.06M +$235K +1,736 +3%
DPI
419
Diversified Portfolios Inc
Michigan
$9.06M -$23.7K -172 -0.3%
MAS
420
Madden Advisory Services
Florida
$9.05M +$1.14M +8,239 +14%
AWS
421
Aspen Wealth Strategies
Colorado
$9.04M -$116K -841 -1%
RPWA
422
Regent Peak Wealth Advisors
Georgia
$8.88M -$42.6K -309 -0.5%
OWA
423
Outlook Wealth Advisors
Texas
$8.84M -$30.1K -218 -0.3%
FIS
424
Fischer Investment Strategies
California
$8.8M -$747K -5,418 -8%
AA
425
Ashford Advisors
New York
$8.76M -$10.7M -77,797 -55%
15 16
17
18 19