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.

Holders
1,826
Holders Change
+10
Holders Change %
+0.55%
% of All Funds
29.12%
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
1
Bank of America
North Carolina
$13.5B
2
Charles Schwab
2
Charles Schwab
California
$395M
3
EWA
3
EP Wealth Advisors
California
$330M
4
AAS
4
Avantax Advisory Services
Texas
$283M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$121M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.74B
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$137K
3
UCFA
3
United Capital Financial Advisors
Texas
$308M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$476M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$430M +$11.6M +84,384 +3%
Charles Schwab
27
Charles Schwab
California
$395M +$395M +2,862,740 New
Members Trust
28
Members Trust
Florida
$392M -$14.5M -104,252 -4%
PCIG
29
Partners Capital Investment Group
Massachusetts
$388M -$75.1M -544,552 -16%
PPFA
30
Provida Pension Fund Administrator
Chile
$382M -$9.52M -69,015 -2%
CM
31
Churchill Management
California
$349M -$5.71M -41,385 -2%
EWA
32
EP Wealth Advisors
California
$330M +$321M +2,324,846 +3,419%
UCFA
33
United Capital Financial Advisors
Texas
$308M -$118M -857,001 -28%
RJA
34
Raymond James & Associates
Florida
$291M -$3.16M -22,929 -1%
AAS
35
Avantax Advisory Services
Texas
$283M +$233M +1,690,253 +464%
HighTower Advisors
36
HighTower Advisors
Illinois
$262M +$4.77M +34,594 +2%
PLFA
37
Pacific Life Fund Advisors
California
$261M -$24.2M -175,600 -8%
AssetMark Inc
38
AssetMark Inc
California
$258M -$1.25M -9,048 -0.5%
MWM
39
Mission Wealth Management
California
$257M +$13.8M +99,981 +6%
PC
40
Permanens Capital
New York
$245M +$49.6M +359,872 +25%
CL
41
Choreo LLC
Illinois
$245M +$2.06M +14,940 +0.8%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$235M +$2.01M +14,548 +0.9%
RIA
43
Retirement Investment Advisors
Oklahoma
$228M +$66.1M +479,399 +41%
SCM
44
SCS Capital Management
Massachusetts
$220M -$10.6M -76,805 -5%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$205M +$73.7M +534,540 +56%
TODC
46
Trustees of Dartmouth College
New Hampshire
$199M -$19.9M -144,000 -9%
MML Investors Services
47
MML Investors Services
Massachusetts
$189M -$2.13M -15,413 -1%
FWI
48
Facet Wealth Inc
Maryland
$185M -$5.77M -42,998 -3%
CIAS
49
CBIZ Investment Advisory Services
Ohio
$180M -$20.9M -151,689 -10%
FG
50
Foster Group
Iowa
$172M +$480K +3,479 +0.3%
1
2
3 4 5