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.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+10
Holders Change %
+0.55%
% of All Funds
29.11%
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
Bank of America
North Carolina
+$734M
2
Charles Schwab
Charles Schwab
California
+$395M
3
EWA
EP Wealth Advisors
California
+$321M
4
AAS
Avantax Advisory Services
Texas
+$233M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$118M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211M
2
BCIM
Bishop & Co Investment Management
Pennsylvania
-$136M
3
UCFA
United Capital Financial Advisors
Texas
-$118M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
1276
Massachusetts Financial Services
Massachusetts
$540K +$184K +1,331 +51%
VCM
1277
Virtue Capital Management
Tennessee
$539K – – –
BB
1278
Busey Bank
Illinois
$537K -$40.8K -296 -7%
ITIM
1279
Indiana Trust & Investment Management
Indiana
$534K +$534K +3,873 New
MIC
1280
Means Investment Company
Maine
$533K +$217K +1,571 +68%
BWA
1281
Beam Wealth Advisors
Louisiana
$533K +$60.4K +438 +13%
RWM
1282
Rockwood Wealth Management
Pennsylvania
$532K -$56.1K -407 -10%
PFM
1283
Peak Financial Management
Massachusetts
$532K +$138 +1 +0%
WJWM
1284
Williams Jones Wealth Management
New York
$530K -$39.7K -288 -7%
CRI
1285
Colonial River Investments
Virginia
$529K -$63.9K -463 -11%
BONH
1286
Bank of New Hampshire
New Hampshire
$529K -$59K -428 -10%
VFP
1287
Verus Financial Partners
Virginia
$525K +$275 +2 +0.1%
SIC
1288
SJS Investment Consulting
Ohio
$520K +$23.9K +173 +5%
CPSC
1289
Carl P. Sherr & Co
Massachusetts
$520K +$202K +1,463 +63%
DP
1290
DDD Partners
Washington
$520K -$36.2K -264 -7%
PFA
1291
Petra Financial Advisors
Colorado
$517K +$517K +3,749 New
TFO
1292
Tarbox Family Office
California
$515K +$138 +1 +0%
TB
1293
Treynor Bancshares
Iowa
$515K +$690 +5 +0.1%
LC
1294
Lincoln Capital
Nebraska
$512K -$30.6K -222 -6%
BFG
1295
Bouchey Financial Group
New York
$510K +$276 +2 +0.1%
RDWM
1296
Red Door Wealth Management
Tennessee
$507K +$209K +1,512 +70%
GLLW
1297
Graves Light Lenhart Wealth
Virginia
$503K +$1.63K +12 +0.3%
CB
1298
Cadence Bank
Mississippi
$502K -$49.4K -358 -9%
SIM
1299
Stratos Investment Management
Ohio
$502K +$84.2K +610 +20%
LWA
1300
LWS Wealth Advisors
New Jersey
$502K +$31.2K +226 +7%
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