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.

Holders
1,826
Holders Change
+10
Holders Change %
+0.55%
% of All Funds
29.12%
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
1
Bank of America
North Carolina
$13.5B
2
Charles Schwab
2
Charles Schwab
California
$395M
3
EWA
3
EP Wealth Advisors
California
$330M
4
AAS
4
Avantax Advisory Services
Texas
$283M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$121M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.74B
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$137K
3
UCFA
3
United Capital Financial Advisors
Texas
$308M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$476M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$170M +$9.51M +68,914 +6%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$169M +$2.04M +14,803 +1%
CAN
53
Cetera Advisor Networks
California
$167M +$53.9M +390,647 +48%
Stifel Financial
54
Stifel Financial
Missouri
$166M -$10.7M -77,417 -6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$160M +$3.08M +22,302 +2%
MG
56
Mather Group
Illinois
$159M -$9.7M -70,294 -6%
EH
57
Equitable Holdings
New York
$156M +$7.64M +55,376 +5%
US Bancorp
58
US Bancorp
Minnesota
$155M +$32.5M +236,447 +27%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$153M -$27.1M -196,333 -15%
MGIA
60
Moneta Group Investment Advisors
Missouri
$148M +$8.25M +59,797 +6%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$143M +$143M +1,035,278 New
GC
62
Garde Capital
Washington
$141M +$1.95M +14,122 +1%
WPW
63
Waldron Private Wealth
Pennsylvania
$138M +$1.36M +9,846 +1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$138M +$4.51M +32,728 +3%
BPA
65
Beacon Pointe Advisors
California
$130M +$24.3M +176,053 +23%
ERFOTCOFW
66
Employees Retirement Fund of the City of Fort Worth
Texas
$128M -$20.7M -150,000 -14%
SAI
67
Systematic Alpha Investments
New Jersey
$123M – – –
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$121M +$118M +854,145 +3,623%
VCP
69
Vista Capital Partners
Oregon
$120M -$2.68M -19,408 -2%
MD
70
Money Design
Japan
$117M +$15.4M +111,433 +15%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$114M +$8.05M +58,329 +8%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$111M +$8.24M +59,766 +8%
MPM
73
MBB Public Markets
Illinois
$110M – – –
SCB
74
Saudi Central Bank
Saudi Arabia
$104M – – –
Citigroup
75
Citigroup
New York
$101M +$34.3M +248,721 +52%
1 2
3
4 5