VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,335 hedge funds and large institutions have $56.9B invested in Vanguard Value ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 642 increasing their positions, 383 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
23.45%
Holding in Top 10
208
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.7%
% of All Funds
3.65%
New
87
Increased
642
Reduced
383
Closed
73
Calls
$31M
Puts
$13.4M
Net Calls
+$17.6M
Net Calls Change
+$20.1M

Top Buyers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
+$432M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$315M
3
Morgan Stanley
Morgan Stanley
New York
+$153M
4
Bank of America
Bank of America
North Carolina
+$144M
5
PAG
Private Advisor Group
New Jersey
+$74M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$189M
2
WFS
Weitzel Financial Services
Iowa
-$179M
3
CI
Clal Insurance
Israel
-$151M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$141M
5
KFS
Kelly Financial Services
Massachusetts
-$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
701
Prudential plc
United Kingdom
$1.16M +$260K +1,920 +29%
WIA
702
World Investment Advisors
California
$1.16M -$206K -1,519 -15%
AIA
703
Alera Investment Advisors
Illinois
$1.16M – – –
PP
704
Prosperity Planning
Missouri
$1.16M -$1.11M – –
IFWM
705
Institute for Wealth Management
Colorado
$1.15M -$15K -111 -1%
JSL
706
JT Stratford LLC
Georgia
$1.15M +$57.3K +423 +5%
LFG
707
Larson Financial Group
Missouri
$1.14M +$144K +1,067 +15%
AL
708
ADE LLC
Maryland
$1.14M +$271 +2 +0%
GSWM
709
Golden State Wealth Management
California
$1.13M +$123K +909 +12%
MAG
710
Mayfair Advisory Group
Alabama
$1.12M +$61.5K +451 +6%
ARC
711
Advisor Resource Council
Texas
$1.12M -$189K -1,396 -14%
PGFC
712
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$272K +2,007 +32%
AWE
713
Avidian Wealth Enterprises
Texas
$1.11M -$172K -1,271 -13%
MGWM
714
Marks Group Wealth Management
Minnesota
$1.1M +$354K +2,615 +47%
JCM
715
Jacobi Capital Management
Pennsylvania
$1.1M -$3.79K -28 -0.3%
RGC
716
Roberts, Glore & Co
Illinois
$1.1M +$15.7K +116 +1%
LNWTC
717
Laird Norton Wetherby Trust Company
Washington
$1.09M +$47.5K +351 +5%
MWM
718
Meridian Wealth Management
Kentucky
$1.09M +$44K +325 +4%
RIA
719
Regal Investment Advisors
Michigan
$1.09M +$176K +1,300 +19%
ECM
720
ExodusPoint Capital Management
New York
$1.08M +$1.08M +8,007 New
APW
721
Aurora Private Wealth
New Jersey
$1.08M +$1.08M +8,004 New
WI
722
WrapManager Inc
California
$1.07M +$146K +1,080 +16%
BIA
723
Barry Investment Advisors
Massachusetts
$1.06M +$1.08K +8 +0.1%
TA
724
TrueWealth Advisors
Alabama
$1.05M -$9.74K -72 -0.9%
WMP
725
Wealth Management Partners
Arizona
$1.05M +$123K +909 +13%
27 28
29
30 31