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 %
OW
501
Olistico Wealth
Oklahoma
$6.78M +$146K +1,061 +2%
APP
502
Avantax Planning Partners
Iowa
$6.74M -$826K -5,990 -11%
WTA
503
Washington Trust Advisors
Massachusetts
$6.74M -$439K -3,184 -6%
WA
504
WBH Advisory
Maryland
$6.68M +$588K +4,261 +10%
KCM
505
Kathmere Capital Management
Pennsylvania
$6.62M +$189K +1,371 +3%
IGWM
506
ICA Group Wealth Management
Colorado
$6.62M -$35.6K -259 -0.5%
ME
507
McIlrath & Eck
Washington
$6.61M +$2.88M +20,910 +77%
KDA
508
Kraft Davis & Associates
Missouri
$6.59M -$1.98M -14,643 -23%
TFA
509
TPG Financial Advisors
Oregon
$6.57M -$5.93K -43 -0.1%
AWA
510
Arkadios Wealth Advisors
Georgia
$6.53M +$5.26M +38,141 +413%
MNBTD
511
Moody National Bank Trust Division
Texas
$6.53M +$2.84M +20,570 +77%
AA
512
Ancora Advisors
Ohio
$6.53M +$696K +5,044 +12%
EDRIA
513
Edmonds Duncan Registered Investment Advisors
Kansas
$6.53M +$2.36M +17,118 +57%
HPWA
514
Hall Private Wealth Advisors
North Carolina
$6.52M +$705K +5,113 +12%
STA
515
Summit Trail Advisors
New York
$6.52M -$1.04M -7,548 -14%
USCWA
516
U.S. Capital Wealth Advisors
Texas
$6.51M -$19.9K -144 -0.3%
SWA
517
Sax Wealth Advisors
New Jersey
$6.46M -$112K -809 -2%
CA
518
CGN Advisors
Kansas
$6.4M +$170K +1,232 +3%
HWM
519
HB Wealth Management
Georgia
$6.36M -$623K -4,516 -9%
HCP
520
Hexagon Capital Partners
Arkansas
$6.29M -$610K -4,426 -9%
FLA
521
Financial Life Advisors
Texas
$6.27M -$130K -939 -2%
GBT
522
Grove Bank & Trust
Florida
$6.24M +$26.3K +191 +0.4%
WAM
523
Weinberger Asset Management
California
$6.23M +$327K +2,373 +6%
CAL
524
Capital Analysts LLC
Pennsylvania
$6.23M +$1.2M +8,720 +24%
ICP
525
Interchange Capital Partners
Pennsylvania
$6.22M -$39.3K -285 -0.6%
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