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 %
PWS
1751
Private Wealth Strategies
Ohio
$33.6K +$33.6K +33,593 New
LB
1752
Legacy Bridge
Iowa
$32.4K – – –
TCM
1753
Tradewinds Capital Management
Washington
$32K – – –
CWP
1754
Concord Wealth Partners
Virginia
$30.7K +$15.8K +115 +106%
KHC
1755
Koesten Hirschmann & Crabtree
Kansas
$30.6K +$826 +6 +3%
BAM
1756
Bellevue Asset Management
Washington
$29.7K +$138 +1 +0.5%
MRCM
1757
M&R Capital Management
New Jersey
$29.1K – – –
HWA
1758
Heritage Wealth Advisors
Virginia
$28.3K – – –
CCP
1759
Carmel Capital Partners
California
$28.3K – – –
TRCT
1760
Tower Research Capital (TRC)
New York
$27.6K -$27.6K -200 -50%
BAM
1761
Byrne Asset Management
New Jersey
$27K -$11.1K -80 -29%
WOSD
1762
WFA of San Diego
California
$26.1K – – –
KA
1763
Kozak & Associates
Colorado
$24.9K -$408 -3 -2%
MWM
1764
Mascoma Wealth Management
New Hampshire
$24.1K – – –
LFA
1765
Legend Financial Advisors
Pennsylvania
$24.1K – – –
FMTCOCP
1766
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
YAL
1767
Your Advocates Ltd
Texas
$23.2K +$23.2K +168 New
HI
1768
Hoey Investments
Pennsylvania
$22.6K – – –
PSB
1769
Piscataqua Savings Bank
New Hampshire
$22.1K +$11.7K +85 +113%
FA
1770
Faithward Advisors
Pennsylvania
$20.9K – – –
YDMI
1771
Y.D. More Investments
Israel
$20.8K – – –
AWM
1772
AllSquare Wealth Management
New York
$20.8K +$5.24K +38 +34%
AW
1773
Avion Wealth
Texas
$20K – – –
TAM
1774
Tucker Asset Management
Colorado
$19.8K -$17.1K -124 -46%
GWM
1775
Guardian Wealth Management
Illinois
$19.1K -$2.49K -18 -12%
69 70
71
72 73