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 %
SC
1376
SouthState Corp
Florida
$408K +$29.9K +217 +8%
PSP
1377
Pacific Sage Partners
Washington
$408K – – –
Luther King Capital Management (LKCM)
1378
Luther King Capital Management (LKCM)
Texas
$407K -$419K – –
HWA
1379
Hilltop Wealth Advisors
North Carolina
$404K -$6.48K -47 -2%
MFA
1380
Millington Financial Advisors
Illinois
$403K -$7.17K -52 -2%
MPM
1381
Meritage Portfolio Management
Kansas
$403K +$35.2K +255 +10%
SL
1382
SWMG LLC
Texas
$402K +$8.55K +62 +2%
MA
1383
Modus Advisors
Minnesota
$402K +$4.28K +31 +1%
FNBOMD
1384
First National Bank of Mount Dora
Florida
$397K – – –
PCA
1385
Peddock Capital Advisors
Massachusetts
$397K -$53.5K -388 -12%
IIM
1386
InTrack Investment Management
Vermont
$395K -$275K -1,991 -41%
CA
1387
Cambridge Advisors
Nebraska
$393K -$23.4K -170 -6%
CCWM
1388
Cassaday & Co Wealth Management
Virginia
$393K +$2.35K +17 +0.6%
TC
1389
Toews Corporation
New Jersey
$393K -$25.2K -183 -6%
GA
1390
Goldstein Advisors
Wisconsin
$392K – – –
FBFS
1391
First Business Financial Services
Wisconsin
$392K +$21.1K +153 +6%
MWA
1392
Meridian Wealth Advisors
Texas
$392K – – –
PAMG
1393
Patton Albertson Miller Group
Tennessee
$391K -$14.5K -105 -4%
UWPG
1394
Ullmann Wealth Partners Group
Florida
$389K +$94.5K +685 +32%
EWM
1395
Endowment Wealth Management
Wisconsin
$388K +$43.4K +315 +13%
BI
1396
Ballast Inc
Kentucky
$388K – – –
WP
1397
Westmount Partners
California
$387K -$6.62K -48 -2%
Boston Partners
1398
Boston Partners
Massachusetts
$385K -$16.1K -117 -4%
DCM
1399
Dimension Capital Management
Florida
$381K – – –
FWA
1400
FSC Wealth Advisors
New York
$378K +$11.3K +82 +3%
54 55
56
57 58