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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 %
AAM
1526
Austin Asset Management
Texas
$269K – – –
MA
1527
Mezzasalma Advisors
New Jersey
$268K +$6.21K +45 +2%
CW
1528
Channel Wealth
California
$268K -$160K -1,157 -37%
DWP
1529
Destiny Wealth Partners
Florida
$266K – – –
HCA
1530
Harbour Capital Advisors
Virginia
$265K +$265K +1,924 New
PFG
1531
Prosperity Financial Group
California
$264K +$8.83K +64 +3%
RP
1532
Rowlandmiller & Partners
Georgia
$263K -$13K -94 -5%
VCAM
1533
Van Cleef Asset Management
Ohio
$262K – – –
EWA
1534
ERTS Wealth Advisors
Michigan
$262K -$1.24K -9 -0.5%
CA
1535
Claro Advisors
Massachusetts
$261K +$18.8K +136 +8%
SIC
1536
Sterling Investment Counsel
New York
$260K – – –
SAM
1537
Secure Asset Management
Michigan
$260K +$260K +1,884 New
JFG
1538
JDM Financial Group
Texas
$259K +$276 +2 +0.1%
CISOA
1539
Capital Investment Services of America
Wisconsin
$259K +$259K +1,875 New
AWP
1540
Accretive Wealth Partners
New Jersey
$258K +$258K +1,873 New
RBC
1541
Romano Brothers & Co
Illinois
$257K +$31K +225 +14%
KW
1542
KWB Wealth
California
$256K – – –
WBG
1543
Wharton Business Group
Pennsylvania
$256K – – –
PWMAG
1544
Pinnacle Wealth Management Advisory Group
New Jersey
$255K -$18.3K -133 -7%
SWM
1545
Silverlake Wealth Management
Vermont
$253K +$965 +7 +0.4%
FFWA
1546
FRG Family Wealth Advisors
Washington
$253K – – –
FFA
1547
Fi3 Financial Advisors
Indiana
$252K +$252K +1,825 New
SIC
1548
Samalin Investment Counsel
New York
$251K +$40.4K +293 +19%
NGA
1549
Naples Global Advisors
Florida
$251K -$10.9K -79 -4%
SCA
1550
Stonebridge Capital Advisors
Minnesota
$250K -$552 -4 -0.2%
60 61
62
63 64