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 %
IFA
1576
Interactive Financial Advisors
Illinois
$234K +$234K +1,696 New
FB
1577
Fulton Bank
Pennsylvania
$233K – – –
MWA
1578
Motive Wealth Advisors
Michigan
$233K -$90.1K -653 -28%
RPCONE
1579
Retirement Planning Company of New England
Rhode Island
$231K -$33.9K -246 -13%
WP
1580
WealthPLAN Partners
Nebraska
$231K +$21.4K +155 +10%
THL
1581
Tillman Hartley LLC
Colorado
$230K – – –
EM
1582
Excalibur Management
Massachusetts
$230K +$230K +1,667 New
AWM
1583
Abound Wealth Management
Tennessee
$230K +$32.7K +237 +17%
EWM
1584
EPG Wealth Management
Georgia
$229K -$6.76K -49 -3%
AA
1585
AlphaQ Advisors
Florida
$229K -$229K -1,658 -50%
BSWA
1586
Bromfield Sneider Wealth Advisors
Massachusetts
$228K – – –
FAM
1587
Formidable Asset Management
Ohio
$226K +$226K +1,642 New
CHJWM
1588
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225K – – –
AIP
1589
Ameritas Investment Partners
Nebraska
$225K +$690 +5 +0.3%
AWAG
1590
ARS Wealth Advisors Group
Florida
$224K +$224K +1,622 New
BWM
1591
Baron Wealth Management
Michigan
$223K +$223K +1,620 New
RFA
1592
Resurgent Financial Advisors
Georgia
$223K +$7.73K +56 +4%
DCM
1593
Donaldson Capital Management
Indiana
$223K +$7.45K +54 +3%
FCM
1594
Family Capital Management
Michigan
$222K +$222K +1,613 New
GFS
1595
GYL Financial Synergies
Connecticut
$222K -$1.04M -7,531 -82%
PG
1596
Patten Group
Tennessee
$221K -$4.28K -31 -2%
SYBT
1597
Stock Yards Bank & Trust
Kentucky
$221K -$10.1K -73 -4%
HA
1598
Harfst & Associates
Wyoming
$221K – – –
SRSA
1599
S.R. Schill & Associates
Washington
$221K +$221K +1,600 New
ST
1600
Spinnaker Trust
Maine
$220K +$220K +1,596 New
62 63
64
65 66