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 %
WWM
1776
Wagner Wealth Management
South Carolina
$18.8K – – –
SIS
1777
Sound Income Strategies
Florida
$18.4K -$93.2K -677 -83%
SCA
1778
Stuart Chaussee & Associates
California
$17.9K – – –
LF
1779
Lee Financial
Texas
$17.7K – – –
PAG
1780
Paladin Advisory Group
Iowa
$16.3K – – –
Allspring Global Investments
1781
Allspring Global Investments
North Carolina
$15.9K -$11.6K -84 -42%
CCM
1782
Chilton Capital Management
Texas
$15.6K -$1.59M -11,539 -99%
CP
1783
Castleview Partners
Texas
$15.3K +$3.59K +26 +31%
SVCP
1784
Silicon Valley Capital Partners
California
$15.1K – – –
HT
1785
Headlands Technologies
Illinois
$15K +$15K +109 New
SFC
1786
SYM Financial Corp
Indiana
$14.3K +$14.3K +104 New
SC
1787
Sawyer & Company
Massachusetts
$14K – – –
CA
1788
Centerpoint Advisors
Massachusetts
$14K +$14K +100 New
RCM
1789
Robinson Capital Management
Michigan
$13.5K – – –
FMB
1790
Field & Main Bank
Kentucky
$13.5K – – –
EAM
1791
Eukles Asset Management
Ohio
$13.2K – – –
QC
1792
Quent Capital
New York
$11.3K – – –
DFA
1793
DHJJ Financial Advisors
Illinois
$11K +$11K +80 New
BCM
1794
Bourgeon Capital Management
Connecticut
$11K +$137 +1 +1%
CWA
1795
Core Wealth Advisors
Florida
$10.1K – – –
RTC
1796
Riverview Trust Company
Washington
$9.93K – – –
EW
1797
Element Wealth
Mississippi
$9.93K – – –
TFG
1798
Team Financial Group
California
$8.53K +$8.53K +62 New
MLA
1799
MB, Levis & Associates
Pennsylvania
$8.05K – – –
IRC
1800
Investors Research Corp
Georgia
$8K – – –
70 71
72
73 74