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 %
FA
426
FDx Advisors
Illinois
$8.76M -$3.54M -25,687 -29%
Jane Street
427
Jane Street
New York
$8.71M +$7.82M +56,674 +879%
AT
428
Arden Trust
Delaware
$8.69M +$79.7K +578 +0.9%
Mirae Asset Global Investments
429
Mirae Asset Global Investments
South Korea
$8.69M -$276K -2,000 -3%
MCA
430
Maryland Capital Advisors
Maryland
$8.65M +$88K +638 +1%
CPRC
431
Consolidated Portfolio Review Corp
New York
$8.59M +$390K +2,827 +5%
FAIM
432
Financial Advocates Investment Management
Washington
$8.54M +$811K +5,872 +10%
RWRC
433
R.W. Roge & Company
New York
$8.53M +$1.18M +8,948 +16%
AWM
434
Apollon Wealth Management
South Carolina
$8.51M -$31.2M -226,446 -79%
EA
435
Eclectic Associates
California
$8.47M +$190K +1,380 +2%
ZF
436
Zhang Financial
Michigan
$8.46M +$372K +2,700 +5%
MAG
437
Mokosak Advisory Group
Iowa
$8.34M +$39.7K +288 +0.5%
AP
438
Americana Partners
Texas
$8.31M +$6.26M +45,409 +306%
LPAM
439
Lodestar Private Asset Management
California
$8.31M -$69.7K -505 -0.8%
MPW
440
MA Private Wealth
California
$8.3M +$5.91M +42,857 +248%
AC
441
Avestar Capital
New York
$8.27M +$7.02M +50,866 +561%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$8.26M +$137K +990 +2%
CFO
443
Collective Family Office
Pennsylvania
$8.25M +$155K +1,122 +2%
MA
444
Mangham Associates
Virginia
$8.2M +$418K +3,019 +5%
EFG
445
Everhart Financial Group
Ohio
$8.19M +$434K +3,148 +6%
BCP
446
Berkeley Capital Partners
Georgia
$8.18M -$2.57M -18,635 -24%
TIM
447
Tortoise Investment Management
New York
$8.18M -$49.1K -356 -0.6%
EFS
448
Essex Financial Services
Connecticut
$8.17M +$979K +7,101 +14%
EIP
449
Ellis Investment Partners
Pennsylvania
$8.17M +$279K +2,025 +4%
BWM
450
Brown Wealth Management
Illinois
$8.17M +$2.95M +21,382 +57%
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