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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
$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 %
IRAG
1801
Investment Research & Advisory Group
Georgia
$8K – – –
PP
1802
PFS Partners
New Jersey
$7.92K – – –
FFC
1803
First Financial Corp
Indiana
$7.03K – – –
CA
1804
Crewe Advisors
Utah
$6.9K +$6.9K +50 New
DF
1805
DecisionPoint Financial
Arizona
$6.35K – – –
WWM
1806
Wolff Wiese Magana
California
$6.07K – – –
PK
1807
Pflug Koory
Nebraska
$5.8K – – –
TIM
1808
Thompson Investment Management
Wisconsin
$5.52K – – –
MIM
1809
Macroview Investment Management
Maryland
$5.25K -$26.5K -192 -83%
MM
1810
Main Management
California
$5K – – –
RP
1811
Rice Partnership
Hawaii
$4.83K – – –
HWM
1812
HighMark Wealth Management
Minnesota
$4.54K – – –
EWP
1813
Elevation Wealth Partners
California
$4.41K – – –
LOIP
1814
Live Oak Investment Partners
Texas
$4.41K -$4.55K – –
JMF
1815
Johnson Midwest Financial
Iowa
$4.14K – – –
PWMG
1816
Prestige Wealth Management Group
New Jersey
$4.14K – – –
MFA
1817
Morling Financial Advisors
California
$4.04K – – –
FPF
1818
First Pacific Financial
Washington
$3.59K +$3.59K +26 New
ACM
1819
Antonetti Capital Management
Florida
$3.45K +$2.07K +15 +150%
MFC
1820
Morris Financial Concepts
South Carolina
$3.17K – – –
FGA
1821
Fortis Group Advisors
New Jersey
$3.03K +$3.03K +22 New
NC
1822
NewSquare Capital
Pennsylvania
$2.9K -$7.73K -56 -73%
RFG
1823
RFP Financial Group
Georgia
$2.55K – – –
CWA
1824
Carolina Wealth Advisors
South Carolina
$2.34K -$4.41K -32 -65%
APW
1825
Acima Private Wealth
Virginia
$2.07K – – –
71 72
73
74 75