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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 %
LF
1626
Lantz Financial
Illinois
$208K -$1.52K -11 -0.7%
IHWM
1627
Iron Horse Wealth Management
Iowa
$208K +$15.9K +115 +8%
Kayne Anderson Rudnick Investment Management
1628
Kayne Anderson Rudnick Investment Management
California
$207K – – –
GAM
1629
GEM Asset Management
Michigan
$206K +$1.38K +10 +0.7%
PWA
1630
PCG Wealth Advisors
Kansas
$205K +$138 +1 +0.1%
CSIA
1631
Charles Schwab Investment Advisory
California
$204K -$162K -1,176 -44%
SFG
1632
SNS Financial Group
Minnesota
$203K -$4.28K -31 -2%
ASI
1633
Advisory Services & Investments
Oregon
$203K – – –
WWP
1634
WR Wealth Planners
Missouri
$202K +$33.8K +245 +20%
CA
1635
Claris Advisors
Missouri
$202K +$202K +1,467 New
AFG
1636
Atomi Financial Group
New York
$202K +$7.04K +51 +4%
BI
1637
Berkeley Inc
Idaho
$202K +$276 +2 +0.1%
WPC
1638
Waters Parkerson & Co
Louisiana
$202K +$4.15K +30 +2%
TC
1639
Truvestments Capital
Florida
$202K +$1.24K +9 +0.6%
FNA
1640
First National Advisers
Nebraska
$202K +$202K +1,463 New
SSC
1641
Syverson Strege & Co
Iowa
$201K +$138 +1 +0.1%
MWA
1642
Mills Wealth Advisors
Texas
$201K +$201K +1,454 New
DSC
1643
Duncker Streett & Co
Missouri
$194K – – –
OA
1644
Operose Advisors
Wisconsin
$191K +$26.9K +195 +16%
PP
1645
Pacifica Partners
Canada
$190K – – –
FFL
1646
Financial Freedom LLC
Ohio
$188K +$828 +6 +0.4%
SAG
1647
Spotlight Asset Group
Illinois
$183K – – –
VDBMI
1648
Van Den Berg Management I
Texas
$181K -$4.28K -31 -2%
WAM
1649
WFA Asset Management
Wisconsin
$180K +$552 +4 +0.3%
RIA
1650
Realta Investment Advisors
Delaware
$178K – – –
64 65
66
67 68