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 %
BSB
1651
Bangor Savings Bank
Maine
$178K +$105K +763 +146%
OCM
1652
Orion Capital Management
California
$177K +$177K +1,286 New
JEST
1653
JTC Employer Solutions Trustee
Jersey
$177K – – –
WB
1654
Webster Bank
Connecticut
$176K +$6.9K +50 +4%
DAC
1655
Dividend Assets Capital
South Carolina
$174K – – –
APW
1656
Atlantic Private Wealth
North Carolina
$174K +$9.24K +67 +6%
IWP
1657
IAG Wealth Partners
Wisconsin
$170K -$252K -1,826 -60%
BBPWM
1658
Blue Bell Private Wealth Management
Pennsylvania
$169K +$25.8K +187 +18%
WT
1659
Whittier Trust
California
$166K -$19.3K -140 -10%
GFL
1660
Granite FO LLC
New Hampshire
$164K – – –
VWM
1661
Venturi Wealth Management
Texas
$162K -$48.8K -354 -23%
WFA
1662
West Financial Advisors
Iowa
$162K +$7.72K +56 +5%
WTG
1663
West Tower Group
Virginia
$155K +$123K +895 +394%
AWM
1664
Aspire Wealth Management
Massachusetts
$153K – – –
OC
1665
Oakworth Capital
Alabama
$152K -$14.5K -105 -9%
CYG
1666
Clean Yield Group
Vermont
$151K – – –
CMA
1667
Cedar Mountain Advisors
Oregon
$150K -$138 -1 -0.1%
CMP
1668
Coston McIsaac & Partners
Maine
$148K +$550 +4 +0.4%
WIM
1669
Westside Investment Management
California
$144K +$33.3K +241 +30%
BFO
1670
Biltmore Family Office
North Carolina
$143K – – –
OP
1671
ORG Partners
Indiana
$142K -$878K -6,366 -86%
PCM
1672
Perritt Capital Management
Illinois
$142K -$1.4M -10,150 -91%
ECM
1673
EMC Capital Management
Texas
$141K -$148K -1,078 -51%
AP
1674
Arlington Partners
Alabama
$138K -$2.76K -20 -2%
AT
1675
Arlington Trust
Alabama
$138K +$138K +1,000 New
65 66
67
68 69