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 %
LT
1476
Legacy Trust
Michigan
$309K +$51.7K +375 +20%
BAWC
1477
Boyce & Associates Wealth Consulting
Texas
$306K +$3.31K +24 +1%
BG
1478
Benedetti & Gucer
Georgia
$306K – – –
PHS
1479
Pekin Hardy Strauss
Illinois
$305K +$7.72K +56 +3%
VT
1480
Vise Technologies
New York
$305K +$305K +2,215 New
MWP
1481
Madison Wealth Partners
Wisconsin
$305K -$66.6K -483 -18%
FTWA
1482
Fifth Third Wealth Advisors
Ohio
$303K – – –
HIP
1483
Harrell Investment Partners
Texas
$302K +$1.91K +14 +0.6%
AAG
1484
Armstrong Advisory Group
Massachusetts
$301K -$45.1K -327 -13%
MLFP
1485
MPS Loria Financial Planners
Illinois
$300K +$552 +4 +0.2%
PWW
1486
Pettyjohn Wood & White
Virginia
$296K +$296K +2,148 New
PNAA
1487
Pictet North America Advisors
Switzerland
$294K – – –
RA
1488
Rockingstone Advisors
Massachusetts
$294K -$10.1K -73 -3%
BF
1489
Brooklyn FI
New York
$293K +$23K +167 +9%
DP
1490
Dearborn Partners
Illinois
$293K +$293K +2,124 New
MPAM
1491
Murphy Pohlad Asset Management
Minnesota
$292K – – –
PG
1492
Proffitt & Goodson
Tennessee
$292K – – –
SAM
1493
Silvercrest Asset Management
New York
$292K -$287K -2,082 -50%
FSA
1494
Financial Sense Advisors
California
$290K +$690 +5 +0.2%
PMG
1495
Private Management Group
California
$290K – – –
VCM
1496
Versant Capital Management
Arizona
$289K -$220K -1,598 -43%
SF
1497
Slagle Financial
Illinois
$287K +$15.5K +112 +6%
FDCC
1498
Foster Dykema Cabot & Co
Massachusetts
$286K – – –
HBW
1499
Hazlett, Burt & Watson
West Virginia
$286K +$37.9K +275 +15%
IWN
1500
Independent Wealth Network
Iowa
$283K -$29K -210 -9%
58 59
60
61 62