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 %
BNP Paribas Financial Markets
526
BNP Paribas Financial Markets
France
$6.22M +$6.2M +44,970 +33,066%
AA
527
Atmos Advisory
Pennsylvania
$6.19M +$226K +1,641 +4%
TFGT
528
TS Financial Group (TSFG)
Illinois
$6.15M -$108K -785 -2%
KWM
529
Keebeck Wealth Management
Illinois
$6.14M -$377K -2,735 -6%
PCMC
530
Paragon Capital Management (Colorado)
Colorado
$6.13M -$175K -1,268 -3%
CCA
531
Cora Capital Advisors
New Jersey
$6.11M -$137K -995 -2%
PWM
532
Perigon Wealth Management
California
$6.1M +$44.1K +320 +0.7%
SFM
533
Signet Financial Management
New Jersey
$6.05M -$70.9K -514 -1%
Wealthfront Advisers
534
Wealthfront Advisers
California
$6M -$155K -1,121 -3%
ECA
535
Elevated Capital Advisors
Utah
$5.98M +$805K +5,833 +16%
NG
536
Northstar Group
New York
$5.98M +$952K +6,901 +19%
CF
537
Corrigan Financial
Rhode Island
$5.98M -$43.2K -313 -0.7%
VFA
538
Valeo Financial Advisors
Indiana
$5.82M +$837K +6,066 +17%
GCP
539
Gill Capital Partners
Colorado
$5.78M +$544K +3,946 +10%
GIA
540
Gladstone Institutional Advisory
Florida
$5.78M -$73.7K -534 -1%
BJL
541
Brighton Jones LLC
Washington
$5.75M +$104K +752 +2%
WS
542
Wedbush Securities
California
$5.75M -$286K -2,077 -5%
HIA
543
Harbor Investment Advisory
Maryland
$5.72M -$17K -123 -0.3%
RMAM
544
Raab & Moskowitz Asset Management
New Jersey
$5.68M +$695K +5,040 +14%
SB
545
Simmons Bank
Arkansas
$5.65M -$196K -1,422 -3%
BFA
546
Beaumont Financial Advisors
Massachusetts
$5.63M -$289K -2,098 -5%
MSFS
547
Main Street Financial Solutions
Pennsylvania
$5.63M +$115K +833 +2%
HWM
548
Hohimer Wealth Management
Washington
$5.62M +$1.72M +12,487 +44%
ITB
549
Idaho Trust Bank
Idaho
$5.59M -$875K -6,342 -14%
VC
550
Vicus Capital
Pennsylvania
$5.54M +$1.8M +13,055 +48%
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