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 %
SCA
451
Snowden Capital Advisors
New York
$8.17M +$1M +7,280 +14%
SFP
452
Sandbox Financial Partners
Maryland
$8.11M +$708K +5,133 +10%
VBWMG
453
Von Berge Wealth Management Group
California
$8.1M +$77.5K +562 +1%
MSA
454
McAlister Sweet & Associates
Texas
$8.09M +$4.63M +33,581 +134%
HNB
455
Huntington National Bank
Ohio
$8.07M -$8.53M – –
CWM
456
Cornerstone Wealth Management
Missouri
$8.04M -$2.74M -19,840 -25%
WJA
457
Willis Johnson & Associates
Texas
$8M -$631K -4,578 -7%
BBWP
458
Beacon Bridge Wealth Partners
Pennsylvania
$7.96M -$5.77M -41,866 -42%
BCM
459
BTC Capital Management
Iowa
$7.95M -$51K -370 -0.6%
APC
460
Asset Planning Corporation
Tennessee
$7.94M +$182K +1,319 +2%
WWA
461
WCG Wealth Advisors
Nevada
$7.93M +$7.93M +57,365 New
Lido Advisors
462
Lido Advisors
California
$7.87M -$62.1K -450 -0.8%
CWM
463
Cranbrook Wealth Management
Michigan
$7.8M -$101K -732 -1%
NL
464
NWAM LLC
Washington
$7.8M -$16.2M -117,441 -67%
KOC
465
Koss-Olinger Consulting
Florida
$7.75M -$53.8K -390 -0.7%
FHC
466
First Heartland Consultants
Missouri
$7.72M -$512K -3,713 -6%
CBFP
467
Cedar Brook Financial Partners
Ohio
$7.71M -$974K -7,063 -11%
5SA
468
5th Street Advisors
Connecticut
$7.68M -$223K -1,617 -3%
PIAS
469
PCA Investment Advisory Services
Ohio
$7.63M +$15.4K +112 +0.2%
HPWM
470
High Pines Wealth Management
Massachusetts
$7.6M -$734K -5,321 -9%
GWM
471
Gray Wealth Management
Maine
$7.59M -$343K -2,485 -4%
YWS
472
Yarger Wealth Strategies
Ohio
$7.59M -$72.8K -528 -1%
BDF
473
Black Diamond Financial
Maryland
$7.55M +$438K +3,176 +6%
SWM
474
Soundmark Wealth Management
Washington
$7.54M +$989K +7,172 +15%
CF
475
Centaurus Financial
California
$7.53M -$1.71M -12,379 -18%
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