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 %
IAG
551
Investment Advisory Group
Massachusetts
$5.54M +$596K +4,323 +12%
CA
552
Cambridge Associates
Massachusetts
$5.54M – – –
E
553
ETFidea
New York
$5.54M +$284K +2,059 +5%
BF
554
BOK Financial
Oklahoma
$5.53M +$387K +2,880 +8%
NF
555
Nikulski Financial
Iowa
$5.5M -$128K -926 -2%
FA
556
Flagstar Advisors
New York
$5.49M +$1.03M +7,463 +23%
TCA
557
Transcend Capital Advisors
New Jersey
$5.49M -$408K -2,957 -7%
MOS
558
MGO One Seven
Ohio
$5.49M +$1M +7,278 +22%
ACM
559
AlphaStar Capital Management
North Carolina
$5.47M -$258K -1,869 -4%
GWM
560
GSB Wealth Management
Connecticut
$5.44M +$342K +2,478 +7%
PA
561
Prism Advisors
California
$5.41M -$72.8K -528 -1%
WPWM
562
Windward Private Wealth Management
Kansas
$5.41M -$140K -1,016 -3%
D
563
Dentgroup
Louisiana
$5.41M -$79K -573 -1%
SG
564
Sharper & Granite
California
$5.41M +$38.6K +280 +0.7%
PVI
565
Pine Valley Investments
New Jersey
$5.38M +$45.9K +333 +0.9%
SWA
566
Sightline Wealth Advisors
Connecticut
$5.37M +$2.8M +20,301 +109%
MAM
567
McLean Asset Management
Virginia
$5.35M -$66.3K -480 -1%
Deutsche Bank
568
Deutsche Bank
Germany
$5.35M +$1.24M +8,990 +30%
SFS
569
Sowell Financial Services
Arkansas
$5.35M -$3.48M -25,247 -39%
CFA
570
CWS Financial Advisors
Michigan
$5.29M +$518K +3,759 +11%
AF
571
Advisornet Financial
Minnesota
$5.28M +$86.2K +625 +2%
MWA
572
Martel Wealth Advisors
Washington
$5.26M -$186K -1,347 -3%
FFP
573
Forbes Financial Planning
Rhode Island
$5.24M +$18.9K +137 +0.4%
KWM
574
Kingsview Wealth Management
Oregon
$5.23M +$986K +7,152 +23%
KA
575
Kovack Advisors
Florida
$5.22M -$18.3K -133 -0.4%
21 22
23
24 25