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 %
BWM
626
Benchmark Wealth Management
Connecticut
$4.3M -$99.7K -723 -2%
CGL
627
Clarius Group LLC
Washington
$4.29M -$216K -1,568 -5%
WIM
628
Warwick Investment Management
Texas
$4.28M +$37.1K +269 +0.9%
SVWAG
629
Sound View Wealth Advisors Group
Georgia
$4.28M +$11.7K +85 +0.3%
KBC Group
630
KBC Group
Belgium
$4.28M – – –
CG
631
Caprock Group
Idaho
$4.27M +$151K +1,097 +4%
AWM
632
Accel Wealth Management
Iowa
$4.27M +$4K +29 +0.1%
KFA
633
Kelleher Financial Advisors
New York
$4.27M +$96.6K +700 +2%
ML
634
Mayport LLC
Massachusetts
$4.25M +$246K +1,782 +6%
ACP
635
Aveo Capital Partners
Colorado
$4.25M -$137K -990 -3%
CAL
636
Capital Advisors Ltd
Ohio
$4.24M +$45.5K +330 +1%
MWM
637
Marietta Wealth Management
Georgia
$4.24M +$73.1K +530 +2%
MA
638
Montag & Associates
Georgia
$4.22M +$18.9K +137 +0.5%
DWM
639
Defined Wealth Management
Oregon
$4.21M +$59.9K +434 +1%
ECG
640
Edge Capital Group
Georgia
$4.21M -$61.8K -448 -1%
WFAG
641
Wescott Financial Advisory Group
Pennsylvania
$4.2M -$60.8K -441 -1%
JWA
642
JFS Wealth Advisors
Pennsylvania
$4.15M -$951K -6,897 -19%
PIA
643
Perennial Investment Advisors
California
$4.14M +$170K +1,231 +4%
AIM
644
AMI Investment Management
Indiana
$4.14M -$817K -5,924 -16%
TCA
645
Taconic Capital Advisors
New York
$4.14M +$1.79M +13,000 +76%
NEWAS
646
N.E.W. Advisory Services
Wisconsin
$4.13M -$48.3K -350 -1%
IIA
647
IPG Investment Advisors
California
$4.11M +$4.11M +29,769 New
FFBTD
648
First Financial Bank - Trust Division
Ohio
$4.09M -$72.7K -527 -2%
RSWM
649
Robertson Stephens Wealth Management
California
$4.09M -$3.25M -23,588 -44%
PCP
650
Proficio Capital Partners
Massachusetts
$4.02M +$2.63M +19,092 +190%
24 25
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