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 %
CFGS
476
Concourse Financial Group Securities
Alabama
$7.49M +$19.6K +142 +0.3%
JFG
477
JMG Financial Group
Illinois
$7.49M +$484K +3,508 +7%
PWAC
478
Private Wealth Advisors (California)
California
$7.45M -$177K -1,285 -2%
AM
479
AGF Management
Ontario, Canada
$7.39M -$1.1M -7,990 -13%
BAM
480
Beaumont Asset Management
Texas
$7.31M -$76K -551 -1%
AWP
481
Ascent Wealth Partners
New York
$7.29M -$62.5K -453 -0.8%
HI
482
Harbour Investments
Wisconsin
$7.28M -$1.21M -8,746 -14%
OCPWS
483
One Charles Private Wealth Services
Massachusetts
$7.25M +$111K +808 +2%
SWA
484
Safir Wealth Advisors
New Hampshire
$7.23M +$20.7K +150 +0.3%
FHA
485
First Horizon Advisors
Tennessee
$7.21M -$86.1K -624 -1%
PA
486
Planning Alternatives
Michigan
$7.2M -$29.1K -211 -0.4%
CIC
487
Cutler Investment Counsel
Oregon
$7.2M +$96.1K +697 +1%
LFS
488
Lutz Financial Services
Nebraska
$7.17M -$119K -864 -2%
VA
489
Valmark Advisers
Ohio
$7.08M -$686K -4,972 -9%
LSIA
490
LaSalle St. Investment Advisors
Illinois
$7.05M +$1.07M +7,761 +18%
ACA
491
Ackerman Capital Advisors
Texas
$7.05M -$1.04M -7,558 -13%
APG
492
Abacus Planning Group
South Carolina
$7.02M -$11K -80 -0.2%
CS
493
Comerica Securities
Michigan
$7M -$6.39M -46,332 -48%
FPAS
494
Focus Partners Advisor Solutions
Missouri
$6.98M -$57.7K -418 -0.8%
CB
495
Commerce Bank
Missouri
$6.95M -$520K -3,771 -7%
PA
496
Pinnacle Associates
New York
$6.92M -$172K -1,246 -2%
EPM
497
Elm Partners Management
Pennsylvania
$6.87M +$781K +5,660 +13%
AA
498
Axiom Advisory
California
$6.86M +$170K +1,231 +3%
EF
499
Empowered Funds
Pennsylvania
$6.85M +$3.72M +26,947 +119%
DP
500
Denver PWM
Colorado
$6.84M +$172K +1,260 +3%
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