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 %
BBHC
1301
Brown Brothers Harriman & Co
New York
$501K -$17.1K -124 -3%
CFAM
1302
Center For Asset Management
Florida
$500K -$21.8K -158 -4%
ACM
1303
Absolute Capital Management
Pennsylvania
$500K -$63.4K -460 -11%
SS
1304
Sunbelt Securities
Texas
$498K -$118K -853 -19%
HCM
1305
Hall Capital Management
Rhode Island
$497K +$4.97K +36 +1%
SRWM
1306
Shira Ridge Wealth Management
California
$496K -$1.79K -13 -0.4%
IW
1307
Imprint Wealth
South Carolina
$496K +$276 +2 +0.1%
CSC
1308
Caldwell Sutter Capital
California
$496K +$26.1K +189 +6%
LWP
1309
LMG Wealth Partners
Louisiana
$494K +$60.1K +436 +14%
ANBT
1310
American National Bank & Trust
Texas
$493K – – –
PS
1311
Planned Solutions
California
$491K – – –
TCM
1312
Traynor Capital Management
Pennsylvania
$490K +$204K +1,478 +71%
EGA
1313
Eagle Global Advisors
Texas
$489K -$13.8K -100 -3%
CT
1314
Colonial Trust
South Carolina
$487K -$49.1K -356 -9%
CWS
1315
Confluence Wealth Services
Pennsylvania
$486K -$51.7K -375 -10%
GEA
1316
Glen Eagle Advisors
New Jersey
$485K +$62.9K +456 +15%
AFP
1317
Ausdal Financial Partners
Iowa
$482K +$1.93K +14 +0.4%
OWP
1318
Obermeyer Wealth Partners
Colorado
$481K +$69K +500 +17%
TVAMP
1319
Tennessee Valley Asset Management Partners
Tennessee
$479K +$1.24K +9 +0.3%
WMR
1320
Wealth Management Resources
Rhode Island
$478K +$478K +3,468 New
SCM
1321
Spreng Capital Management
Ohio
$477K – – –
IF
1322
Ironwood Financial
Arizona
$476K +$201K +1,460 +73%
AFG
1323
Allegheny Financial Group
Pennsylvania
$476K +$204K +1,476 +75%
KCPG
1324
Kavar Capital Partners Group
Kansas
$473K -$706K -5,116 -60%
1WA
1325
180 Wealth Advisors
Washington
$473K +$117K +846 +33%
51 52
53
54 55