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 %
CAG
576
Csenge Advisory Group
Florida
$5.22M +$154K +1,120 +3%
SIAM
577
Sterling Investment Advisors (Missouri)
Missouri
$5.22M +$5.22M +37,818 New
RG
578
Retirement Group
California
$5.18M -$103K -747 -2%
IA
579
IFP Advisors
Florida
$5.18M -$125K -909 -2%
TA
580
TKG Advisors
Indiana
$5.12M +$1.41M +10,196 +38%
FC
581
Family CFO
California
$5.11M +$60.6K +439 +1%
PFM
582
Phillips Financial Management
Indiana
$5.04M -$304K -2,206 -6%
IIC
583
Integrated Investment Consultants
Michigan
$5.01M -$218K -1,583 -4%
VIA
584
Vantagepoint Investment Advisers
District of Columbia
$5.01M – – –
GWM
585
GoalFusion Wealth Management
Texas
$4.99M +$219K +1,585 +5%
RTL
586
Red Tortoise LLC
Georgia
$4.94M +$130K +942 +3%
CPA
587
Cardiff Park Advisors
California
$4.92M +$746K +5,411 +18%
ACA
588
Atlas Capital Advisors
Wyoming
$4.91M +$125K +903 +3%
FFG
589
Frisch Financial Group
New York
$4.91M +$2.16M +15,671 +79%
DB
590
Dravo Bay
Delaware
$4.84M +$590K +4,279 +14%
PWG
591
Private Wealth Group
Florida
$4.79M -$794K -5,758 -14%
EFS
592
Econ Financial Services
Pennsylvania
$4.76M +$4.76M +34,533 New
MAG
593
Mayfair Advisory Group
Alabama
$4.76M +$296K +2,142 +7%
FFS
594
Founders Financial Securities
Maryland
$4.75M +$532K +3,858 +13%
CCA
595
Checchi Capital Advisers
California
$4.75M +$3.56M +25,829 +301%
LSAG
596
Lake Street Advisors Group
New Hampshire
$4.75M -$329K -2,386 -6%
MPW
597
MGO Private Wealth
California
$4.72M +$702K +5,087 +17%
GSC
598
G&S Capital
Colorado
$4.67M +$894K +6,481 +24%
OC
599
Oppenheimer & Co
New York
$4.65M -$272K -1,969 -6%
PWMG
600
Pioneer Wealth Management Group
Texas
$4.64M -$319K -2,315 -6%
22 23
24
25 26