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 %
SFA
76
Sequoia Financial Advisors
Ohio
$99.2M -$1.23M -8,925 -1%
SGAM
77
Stephens Group Asset Management
Arkansas
$98.1M -$10.1M -73,513 -9%
BlackRock
78
BlackRock
New York
$96.4M -$1.6M -11,624 -2%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.4M +$83.2M +603,175 +682%
CA
80
CSM Advisors
Pennsylvania
$94.9M -$248K -1,800 -0.3%
NRA
81
NSI Retail Advisors
Pennsylvania
$91.9M – – –
William Blair & Company
82
William Blair & Company
Illinois
$90.7M -$1.85M -13,418 -2%
AWS
83
Atria Wealth Solutions
New York
$90.6M -$1.53M -11,115 -2%
TWM
84
Thrive Wealth Management
Pennsylvania
$90.4M +$4.08M +29,585 +5%
PAG
85
Private Advisor Group
New Jersey
$90.2M +$1.87M +13,543 +2%
BOPW
86
Brandywine Oak Private Wealth
Pennsylvania
$88.8M -$3.09M -22,374 -3%
CFG
87
Citizens Financial Group
Rhode Island
$88.2M -$499K -3,621 -0.6%
BWM
88
Brickley Wealth Management
California
$87M +$39.6K +287 +0%
NA
89
NewEdge Advisors
Louisiana
$86.8M +$7.25M +52,555 +9%
RVPG
90
Relative Value Partners Group
$85.7M +$1.9M +13,747 +2%
EA
91
Efficient Advisors
Ohio
$85.6M -$130K -944 -0.2%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$84.5M -$3.71M -26,892 -4%
RBA
93
Richard Bernstein Advisors
New York
$84.5M -$2.41M -17,471 -3%
SIS
94
Strategic Investment Solutions
Illinois
$82.3M +$80.9M +564,732 +6,149%
PP
95
PrairieView Partners
Minnesota
$82.2M -$247K -1,794 -0.3%
SMDAM
96
Sumitomo Mitsui DS Asset Management
Japan
$80.1M – – –
WIC
97
Woodmont Investment Counsel
Tennessee
$79.9M +$4.87M +35,303 +6%
BOH
98
Bank of Hawaii
Hawaii
$78.8M -$2.47M -17,887 -3%
CHP
99
Cable Hill Partners
Oregon
$78.7M +$1.64M +11,881 +2%
WSTAM
100
Wilbanks Smith & Thomas Asset Management
Virginia
$78.3M -$438K -3,177 -0.6%
2 3
4
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