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 %
MC
1401
Mathes Company
New York
$377K – – –
LEFP
1402
Leading Edge Financial Planning
Tennessee
$377K +$377K +2,731 New
B
1403
Bailard
California
$376K +$136K +988 +57%
FCH
1404
Freestone Capital Holdings
Washington
$374K -$94.1K -682 -20%
CA
1405
Carson Advisory
Georgia
$374K +$176K +1,273 +88%
BWIA
1406
Bryant Woods Investment Advisors
New York
$370K – – –
SWP
1407
Semus Wealth Partners
Florida
$370K -$407K -2,947 -52%
TCM
1408
Towercrest Capital Management
Pennsylvania
$369K +$690 +5 +0.2%
TIA
1409
Traphagen Investment Advisors
New Jersey
$369K +$414 +3 +0.1%
DA
1410
Drake & Associates
Wisconsin
$368K – – –
DFCM
1411
Dark Forest Capital Management
Puerto Rico
$366K -$883K -6,403 -71%
SW
1412
SkyOak Wealth
Michigan
$363K -$121K -874 -25%
AWM
1413
Activest Wealth Management
Florida
$363K +$363K +2,631 New
DA
1414
Dover Advisors
Virginia
$362K -$44K -319 -11%
DWM
1415
Dopkins Wealth Management
New York
$360K +$29.7K +215 +9%
CAI
1416
Capital Advisors Inc
Oklahoma
$360K +$276 +2 +0.1%
TNB
1417
Thomasville National Bank
Georgia
$360K +$80.8K +586 +29%
SAM
1418
Summit Asset Management
Tennessee
$354K -$49.7K -360 -12%
BCP
1419
Blue Chip Partners
Michigan
$354K -$25.9K -188 -7%
CIS
1420
Continental Investors Services
Washington
$353K -$353K -2,559 -50%
JPLA
1421
Joseph P. Lucia & Associates
New York
$351K -$109K -790 -24%
CWM
1422
Collaborative Wealth Management
Florida
$351K -$138 -1 -0%
FG
1423
Fiduciary Group
Georgia
$350K – – –
SPA
1424
Sentinel Pension Advisors
Massachusetts
$348K +$121K +877 +53%
CWM
1425
Calamos Wealth Management
Illinois
$348K -$15.4K -112 -4%
55 56
57
58 59