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 %
Creative Planning
101
Creative Planning
Kansas
$78.1M +$8.16M +59,145 +12%
SS
102
Simplicity Solutions
Minnesota
$77.4M +$80.4K +583 +0.1%
BFG
103
Bleakley Financial Group
New Jersey
$77M -$112K -814 -0.1%
BRWA
104
B. Riley Wealth Advisors
Florida
$75.1M +$16.6M +120,566 +28%
FWM
105
FFT Wealth Management
Pennsylvania
$74.8M +$464K +3,364 +0.6%
PCIA
106
Prime Capital Investment Advisors
Kansas
$74.8M +$73.3M +531,589 +4,976%
MIS
107
Morningstar Investment Services
Illinois
$73.6M -$800K -5,766 -1%
CM
108
Cornerstone Management
Georgia
$73.1M -$1.51M -10,978 -2%
KAS
109
Kestra Advisory Services
Texas
$71.9M +$5.47M +39,651 +8%
Corient Private Wealth
110
Corient Private Wealth
Florida
$71.1M -$10.3M -71,095 -13%
LP
111
LGL Partners
Pennsylvania
$70.3M +$442K +3,208 +0.6%
BCM
112
Brookstone Capital Management
Illinois
$69.1M +$15M +110,206 +28%
AWM
113
AE Wealth Management
Kansas
$68M -$32.1M -232,931 -32%
FWM
114
Focused Wealth Management
New York
$67.5M +$3.03M +22,001 +5%
IPW
115
Invictus Private Wealth
Colorado
$67.5M +$2.92M +21,176 +5%
BFPW
116
BOK Financial Private Wealth
Colorado
$67.4M +$2.24M +16,228 +3%
SPWG
117
Syntegra Private Wealth Group
Missouri
$64M +$2.28M +16,545 +4%
BWM
118
Baystate Wealth Management
Massachusetts
$63.7M +$2.84M +20,579 +5%
FSWA
119
Financial Synergies Wealth Advisors
Texas
$63M +$905K +6,559 +1%
OPS
120
Orion Portfolio Solutions
Nebraska
$62.1M -$2.39M -17,319 -4%
BCI
121
Brinker Capital Investments
Pennsylvania
$62.1M -$2.39M -17,319 -4%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$62M -$2.01M -14,603 -3%
PW
123
Peninsula Wealth
California
$61.2M -$18.1K -135 -0%
SWA
124
Strategies Wealth Advisors
Michigan
$57.5M +$3.46M +25,050 +6%
RA
125
Rodgers & Associates
Pennsylvania
$57.4M +$8.88M +64,363 +18%
3 4
5
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