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 %
WCP
1551
Wick Capital Partners
Pennsylvania
$250K -$12.8K -93 -5%
SPC
1552
Stewart & Patten Company
California
$249K – – –
LJAC
1553
L.J. Altfest & Co
New York
$248K -$9.8K -71 -4%
PGA
1554
Portland Global Advisors
Maine
$248K – – –
VHAM
1555
Van Hulzen Asset Management
California
$246K – – –
KL
1556
KWMG LLC
Kansas
$246K +$246K +1,782 New
WTC
1557
WhitTier Trust Company
Nevada
$245K -$30.2K -219 -11%
WA
1558
Wealthstar Advisors
Texas
$245K – – –
PWG
1559
Portside Wealth Group
Utah
$245K +$245K +1,766 New
KWA
1560
Kingswood Wealth Advisors
California
$245K -$109K -799 -31%
CFG
1561
Carr Financial Group
Massachusetts
$245K +$245K +1,765 New
VAG
1562
VisionPoint Advisory Group
Texas
$244K +$244K +1,769 New
HDIM
1563
Hanson & Doremus Investment Management
Vermont
$243K – – –
OWA
1564
Opal Wealth Advisors
New York
$242K +$242K +1,758 New
MWM
1565
Marion Wealth Management
Pennsylvania
$242K – – –
BFWA
1566
Benchmark Financial Wealth Advisors
Florida
$242K -$4.28K -31 -2%
SWA
1567
Strata Wealth Advisors
Texas
$240K +$240K +1,742 New
EL
1568
EWA LLC
Pennsylvania
$238K +$25.7K +187 +12%
SWM
1569
Seed Wealth Management
Illinois
$238K – – –
9WM
1570
9258 Wealth Management
Ohio
$238K -$3.03K -22 -1%
TW
1571
TrinityPoint Wealth
Connecticut
$237K +$1.93K +14 +0.8%
AAS
1572
Asset Allocation Strategies
Michigan
$236K -$114K -826 -33%
HCM
1573
Highlander Capital Management
New Jersey
$236K +$113K +820 +92%
MRWM
1574
ML&R Wealth Management
Texas
$236K +$31.3K +227 +15%
BZWA
1575
Blue Zone Wealth Advisors
California
$234K -$82.8K -600 -26%
61 62
63
64 65