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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 %
FHA
676
Flagship Harbor Advisors
Massachusetts
$3.57M +$18.6K +135 +0.5%
AA
677
Advisory Alpha
Michigan
$3.56M -$1.09M -7,933 -24%
DT
678
Diversified Trust
Tennessee
$3.56M +$128K +927 +4%
CIA
679
Compass Ion Advisors
Pennsylvania
$3.56M +$3.15M +22,820 +766%
TBC
680
Ted Buchan & Co
California
$3.55M -$202K -1,466 -5%
LC
681
Lindbrook Capital
California
$3.54M +$961K +6,968 +37%
SFWC
682
Strategic Family Wealth Counselors
New Jersey
$3.54M +$55.9K +405 +2%
IWM
683
IHT Wealth Management
Illinois
$3.54M -$89.9K -652 -2%
GA
684
GFS Advisors
Texas
$3.48M +$555K +4,022 +19%
JAG
685
Journey Advisory Group
Kentucky
$3.47M +$14.9K +108 +0.4%
ICMARC
686
International City Management Association Retirement Corp
District of Columbia
$3.46M – – –
BP
687
Ballentine Partners
Massachusetts
$3.46M -$604K -4,377 -15%
LFA
688
Laraway Financial Advisors
Minnesota
$3.45M +$22.6K +164 +0.7%
SFA
689
Semmax Financial Advisors
North Carolina
$3.45M +$3.45M +25,048 New
CTA
690
Chesley Taft & Associates
Illinois
$3.44M -$219K -1,585 -6%
Empower Advisory Group
691
Empower Advisory Group
Colorado
$3.42M +$616K +4,465 +22%
SLT
692
St Louis Trust
Missouri
$3.41M – – –
IAA
693
Independent Advisor Alliance
North Carolina
$3.4M +$1.58M +11,471 +87%
IAA
694
Ironsides Asset Advisors
North Carolina
$3.38M – – –
HWA
695
Hillcrest Wealth Advisors
New Jersey
$3.38M – – –
SAM
696
Sawgrass Asset Management
Florida
$3.36M -$99.3K -720 -3%
LFAS
697
Level Four Advisory Services
Texas
$3.36M -$229K -1,657 -6%
SF
698
Synovus Financial
Georgia
$3.35M +$374K +2,712 +13%
DWM
699
Destination Wealth Management
California
$3.34M -$145K -1,049 -4%
EA
700
Eudaimonia Advisors
Tennessee
$3.34M +$160K +1,163 +5%
26 27
28
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