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
$13.5B
2
Charles Schwab
Charles Schwab
California
$395M
3
EWA
EP Wealth Advisors
California
$330M
4
AAS
Avantax Advisory Services
Texas
$283M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.74B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
$137K
3
UCFA
United Capital Financial Advisors
Texas
$308M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$476M
5
PCIG
Partners Capital Investment Group
Massachusetts
$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
126
Relyea Zuckerberg Hanson
Connecticut
$56.7M +$2.24M +16,273 +4%
NFG
127
Nadler Financial Group
Illinois
$56.2M +$1.85M +13,415 +3%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$55M -$3.66M -26,541 -6%
TC
129
Trust Company
Kansas
$54.6M -$942K -6,831 -2%
EW
130
Evoke Wealth
California
$54.4M -$533K -3,865 -1%
TWM
131
TMD Wealth Management
Arizona
$53.9M +$13.1M +95,253 +32%
PPW
132
Pasadena Private Wealth
California
$53.7M +$1.05M +7,634 +2%
SF
133
Safeguard Financial
Wisconsin
$53.6M +$5.89M +42,701 +12%
FHB
134
First Hawaiian Bank
Hawaii
$53.6M +$332K +2,404 +0.6%
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
$53.2M +$4.85M +35,154 +10%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$53.1M -$2M -14,481 -4%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$52.9M +$52.8M +383,157 +233,632%
SQA
138
Simon Quick Advisors
New Jersey
$51.9M +$521K +3,774 +1%
CW
139
CreativeOne Wealth
Kansas
$51.5M -$7.44M -53,929 -13%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$51.3M -$1.8M -13,066 -3%
SC
141
Sepio Capital
Utah
$51.1M -$6.94M -50,330 -12%
S
142
SignatureFD
Georgia
$50.4M -$905K -6,559 -2%
NL
143
NEPC LLC
Massachusetts
$50M +$49.3M +357,081 +6,904%
DBT
144
Dubuque Bank & Trust
Iowa
$49.9M -$1.4M -10,173 -3%
UA
145
Unison Advisors
District of Columbia
$49.8M -$1.77M -12,861 -3%
RWB
146
RMR Wealth Builders
New Jersey
$49.1M +$4.33M +36,573 +10%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$49M -$2.39M -17,509 -5%
SP
148
Symmetry Partners
Connecticut
$48.7M +$1.15M +8,308 +2%
KAM
149
Kensington Asset Management
Texas
$48.6M +$48.6M +352,000 New
AIA
150
Angeles Investment Advisors
California
$47.9M +$35.5M +257,112 +284%
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