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
$13.5B
2
Charles Schwab
Charles Schwab
California
$395M
3
EWA
EP Wealth Advisors
California
$330M
4
AAS
Avantax Advisory Services
Texas
$283M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.74B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
$137K
3
UCFA
United Capital Financial Advisors
Texas
$308M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$476M
5
PCIG
Partners Capital Investment Group
Massachusetts
$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Ameritas Advisory Services
Nebraska
$47.8M +$37.7M +273,374 +373%
CCM
152
Condor Capital Management
New Jersey
$46.9M +$332K +2,409 +0.7%
SFG
153
Sage Financial Group
Pennsylvania
$46.3M -$707K -5,127 -2%
EI
154
Ellevest Inc
New York
$46M +$994K +7,207 +2%
W
155
WealthOne
New York
$45.1M +$239K +1,730 +0.5%
EWM
156
Empirical Wealth Management
Washington
$45M -$901K -6,530 -2%
FWP
157
Falcon Wealth Planning
California
$45M +$2.52M +18,250 +6%
CA
158
Crane Advisory
California
$44.3M +$5.83M +42,463 +15%
AI
159
Atria Investments
North Carolina
$43.6M +$4.28M +31,003 +11%
FVWA
160
Foster Victor Wealth Advisors
South Carolina
$43.3M +$1.07M +7,868 +3%
Franklin Resources
161
Franklin Resources
California
$41.7M -$217K -1,572 -0.5%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$41.4M -$377K -2,736 -0.9%
SPIA
163
Steward Partners Investment Advisory
New York
$41.3M +$2.1M +15,197 +5%
WA
164
Waverly Advisors
Alabama
$41.1M -$4.78M -34,690 -10%
WANY
165
Wealthspire Advisors (New York)
New York
$41M -$1.13M -8,221 -3%
OFG
166
Oxford Financial Group
Indiana
$40.5M +$339K +2,456 +0.8%
BEC
167
Blue Edge Capital
Virginia
$40.3M -$3.74M -27,101 -8%
TWP
168
Total Wealth Planning
Ohio
$39.8M +$21K +152 +0.1%
PIFP
169
Partners in Financial Planning
Virginia
$39.4M +$211K +1,530 +0.5%
PRWA
170
Platte River Wealth Advisors
Colorado
$39.1M +$58.2K +422 +0.1%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$38.5M -$2.53M -18,370 -6%
PPW
172
Presilium Private Wealth
Pennsylvania
$38.3M +$4.49M +32,545 +13%
ST
173
Sageworth Trust
Pennsylvania
$37.9M -$3.83M -27,735 -9%
EWA
174
Exencial Wealth Advisors
Oklahoma
$37.5M +$30.6K +222 +0.1%
HCC
175
Hirtle Callaghan & Co
Pennsylvania
$37.3M -$299K -2,169 -0.8%
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