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 %
WDL
601
Well Done LLC
Michigan
$4.62M -$187K -1,358 -4%
ES
602
Eagle Strategies
New York
$4.61M +$109K +790 +2%
OPCM
603
Osborne Partners Capital Management
California
$4.6M -$64K -464 -1%
BWM
604
Boyd Wealth Management
California
$4.59M -$11.5M -83,570 -72%
RFA
605
Register Financial Advisors
Georgia
$4.59M +$198K +1,433 +4%
DFG
606
Delta Financial Group
New Jersey
$4.59M +$4.59M +33,289 New
SL
607
Salomon & Ludwin
Virginia
$4.58M -$34.1K -247 -0.7%
CWM
608
Connecticut Wealth Management
Connecticut
$4.56M -$10.1K -73 -0.2%
GP
609
Girard Partners
Pennsylvania
$4.55M +$73.5K +533 +2%
TYCC
610
Texas Yale Capital Corp
Florida
$4.52M -$149K -1,080 -3%
VCA
611
Verdence Capital Advisors
Maryland
$4.52M +$3.5M +25,371 +343%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$4.5M -$243K -1,759 -5%
LWM
613
Lodestone Wealth Management
Washington
$4.48M -$290K -2,102 -6%
JIC
614
Johnson Investment Counsel
Ohio
$4.46M +$95.9K +695 +2%
FA
615
Fountainhead AM
New Jersey
$4.46M +$606K +4,396 +16%
OCG
616
Opus Capital Group
Ohio
$4.45M -$111K -803 -2%
TCPWM
617
Traverso Chambers Private Wealth Management
California
$4.44M +$216K +1,568 +5%
TA
618
Tiedemann Advisors
New York
$4.42M +$10.9K +79 +0.2%
PA
619
PFG Advisors
Arizona
$4.4M -$2.3M -16,664 -34%
Prudential Financial
620
Prudential Financial
New Jersey
$4.39M -$2.9M -21,013 -40%
SFB
621
STAR Financial Bank
Indiana
$4.39M -$47.2K -342 -1%
RA
622
Riversedge Advisors
Delaware
$4.37M -$3.18M -23,046 -42%
BTI
623
Blue Trust Inc
Georgia
$4.37M -$269K -1,895 -6%
ATC
624
Argent Trust Co
Tennessee
$4.34M -$49.4K -358 -1%
AC
625
Avant Capital
Louisiana
$4.34M +$196K +1,420 +5%
23 24
25
26 27