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 %
NP
1601
NorthRock Partners
Minnesota
$220K +$220K +1,596 New
NL
1602
Navalign LLC
California
$220K -$3.17K -23 -1%
SIC
1603
Shoker Investment Counsel
Ohio
$219K +$414 +3 +0.2%
DLCIG
1604
D.L. Carlson Investment Group
New Hampshire
$219K – – –
HWP
1605
Hibernia Wealth Partners
Louisiana
$218K +$218K +1,583 New
GDP
1606
Great Diamond Partners
Maine
$218K +$218K +1,583 New
CFG
1607
Cooper Financial Group
California
$218K +$138 +1 +0.1%
LA
1608
Legacy Advisors
Pennsylvania
$217K -$43.9K -318 -17%
BTIM
1609
BancFirst Trust & Investment Management
Oklahoma
$217K – – –
NAM
1610
NTV Asset Management
West Virginia
$217K +$217K +1,573 New
CI
1611
Cordant Inc
Oregon
$217K +$276 +2 +0.1%
FMII
1612
Farmers & Merchants Investments Inc
Nebraska
$216K +$8.69K +63 +4%
PIM
1613
Provident Investment Management
Michigan
$215K +$215K +1,560 New
BWP
1614
BSW Wealth Partners
Colorado
$215K -$10.2K -74 -5%
AA
1615
Apriem Advisors
California
$213K +$414 +3 +0.2%
CAAS
1616
Capital Asset Advisory Services
Michigan
$213K +$213K +1,545 New
AWA
1617
AmeriServ Wealth Advisors
Pennsylvania
$213K – – –
MSWM
1618
McGlone Suttner Wealth Management
Wisconsin
$213K – – –
1SB
1619
1ST Source Bank
Indiana
$212K -$8.97K -65 -4%
IP
1620
Ignite Planners
California
$211K -$156K -1,154 -43%
RLIM
1621
Red Lighthouse Investment Management
New York
$210K – – –
CI
1622
Ceera Investments
Texas
$210K -$24.1K -175 -10%
EWA
1623
Encompass Wealth Advisors
Oregon
$210K – – –
MP
1624
McDonald Partners
Ohio
$210K -$141K -1,020 -40%
CT
1625
Cambridge Trust
Massachusetts
$209K – – –
63 64
65
66 67