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 %
TSWM
851
Triangle Securities Wealth Management
North Carolina
$638K +$131K +970 +26%
NL
852
Navalign LLC
California
$637K +$12.7K +94 +2%
BFG
853
Bouchey Financial Group
New York
$636K -$6.5K -48 -1%
TWA
854
TCI Wealth Advisors
Arizona
$633K +$8.26K +61 +1%
WA
855
WP Advisors
California
$631K +$3.66K +27 +0.6%
SIS
856
SVB Investment Services
Utah
$630K – – –
Fisher Asset Management
857
Fisher Asset Management
Washington
$628K -$152K -1,122 -19%
FFS
858
Founders Financial Securities
Maryland
$623K +$335K +2,475 +116%
VWA
859
V Wealth Advisors
Kansas
$622K +$21.6K +160 +4%
NEPWA
860
New England Private Wealth Advisors
Massachusetts
$621K – – –
WA
861
Wealth Alliance
New York
$621K +$25.3K +187 +4%
TFM
862
TFC Financial Management
Massachusetts
$620K – – –
TAM
863
Townsend Asset Management
North Carolina
$617K -$5.95K -44 -1%
CMBA
864
C.M. Bidwell & Associates
Hawaii
$614K – – –
CFN
865
Cordasco Financial Network
Florida
$613K – – –
AA
866
AlphaMark Advisors
Kentucky
$606K -$20.3K -150 -3%
AMM
867
American Money Management
California
$605K +$605K +4,469 New
SWM
868
SeaCrest Wealth Management
New York
$601K -$154K -1,139 -20%
ANTB
869
AMG National Trust Bank
Colorado
$601K +$1.35K +10 +0.2%
EPWM
870
Essex Private Wealth Management
Massachusetts
$597K – – –
MFS
871
McNamara Financial Services
Massachusetts
$597K +$29K +214 +5%
GLA
872
Good Life Advisors
Pennsylvania
$596K +$7.72K +57 +1%
BFG
873
Berger Financial Group
Minnesota
$592K +$51.1K +378 +9%
LK
874
Lumbard & Kellner
New Hampshire
$591K – – –
IWP
875
Icon Wealth Partners
Texas
$588K +$812 +6 +0.1%
33 34
35
36 37