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 %
DY
751
Dowling & Yahnke
California
$967K +$55.5K +410 +6%
CWM
752
Centric Wealth Management
Illinois
$963K – – –
ICP
753
Interchange Capital Partners
Pennsylvania
$962K -$36.4K -269 -4%
RWM
754
Ritholtz Wealth Management
New York
$961K – – –
FNC
755
First National Corp
Massachusetts
$953K +$60.2K +445 +7%
WP
756
WealthPLAN Partners
Nebraska
$953K +$358K +2,489 +60%
CFS
757
CRA Financial Services
New Jersey
$952K +$3.52K +26 +0.4%
BCP
758
Berkeley Capital Partners
Georgia
$948K +$2.84K +21 +0.3%
HC
759
Hamilton Capital
Ohio
$947K +$947K +6,999 New
AWA
760
Alaska Wealth Advisors
Alaska
$943K -$16.9K -125 -2%
QCM
761
Quest Capital Management
Texas
$940K -$289K -2,133 -24%
TFA
762
Tobias Financial Advisors
Florida
$937K – – –
BDWCC
763
B&D White Capital Company
Texas
$935K +$509K +3,762 +119%
ODG
764
O'Dell Group
Ohio
$934K -$12.7K -94 -1%
AFM
765
Abbot Financial Management
Massachusetts
$925K – – –
AIFAIM
766
American Institute for Advanced Investment Management
Arizona
$905K +$170K +1,259 +23%
AIM
767
Anchor Investment Management
South Carolina
$904K -$391K -2,890 -30%
WP
768
WMS Partners
Maryland
$903K +$20.4K +151 +2%
PFG
769
Pacific Financial Group
Washington
$891K -$9.61K -71 -1%
FIA
770
Foundations Investment Advisors
Arizona
$890K +$890K +6,469 New
CCG
771
Chatham Capital Group
Georgia
$884K – – –
FCA
772
FinTrust Capital Advisors
South Carolina
$883K +$20.3K +150 +2%
AIM
773
Acropolis Investment Management
Missouri
$881K +$230K +1,710 +35%
RMA
774
Roffman Miller Associates
Pennsylvania
$880K +$3.79K +28 +0.4%
DIA
775
Dana Investment Advisors
Wisconsin
$867K +$135 +1 +0%
29 30
31
32 33