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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 %
BWL
1351
Bogart Wealth LLC
Virginia
$439K +$276 +2 +0.1%
HFA
1352
Highland Financial Advisors
New Jersey
$437K -$4.14K -30 -0.9%
TC
1353
Telemus Capital
Michigan
$436K – – –
PFSC
1354
Peoples Financial Services Corp
Pennsylvania
$436K – – –
FNB
1355
Farmers National Bank
Kentucky
$434K +$828 +6 +0.2%
GWANC
1356
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K +$566 +4 +0.1%
JFA
1357
JNBA Financial Advisors
Minnesota
$432K +$24.7K +179 +6%
BC
1358
Burney Company
Virginia
$429K -$45.7K -331 -10%
PTC
1359
Philadelphia Trust Company
Pennsylvania
$426K – – –
LW
1360
Libra Wealth
California
$426K +$178K +1,290 +72%
GWS
1361
Glassman Wealth Services
Virginia
$424K +$2.21K +16 +0.5%
CWA
1362
CM Wealth Advisors
Ohio
$423K – – –
RMDI
1363
R.M. Davis Inc
Maine
$422K +$59.2K +429 +16%
Legacy Financial Group (Iowa)
1364
Legacy Financial Group (Iowa)
Iowa
$422K +$422K +3,057 New
GA
1365
GSG Advisors
New Jersey
$421K +$421K +3,052 New
SC
1366
Schoolcraft Capital
Colorado
$419K +$43.6K +316 +12%
HHRDM
1367
H&H Retirement Design & Management
Nevada
$418K -$22.5K -164 -5%
PAG
1368
Private Advisory Group
Washington
$418K -$117K -845 -22%
N
1369
Natixis
France
$417K -$7.06K -51 -2%
FM
1370
Family Management
New York
$416K – – –
WAM
1371
Weatherly Asset Management
California
$413K +$413K +2,994 New
HAS
1372
Holland Advisory Services
Florida
$412K -$11.2K -81 -3%
GAB
1373
German American Bancorp
Indiana
$411K -$12.7K -92 -3%
RK
1374
Rather & Kittrell
Tennessee
$410K – – –
PMFA
1375
Plante Moran Financial Advisors
Michigan
$409K -$246K -1,782 -38%
53 54
55
56 57