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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
+$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 %
TFA
1826
Transamerica Financial Advisors
Florida
$1K +$143 +1 +17%
FAM
1827
Family Asset Management
South Carolina
$966 -$374K -2,709 -100%
DWA
1828
Delos Wealth Advisors
Texas
$718 – – –
GGI
1829
Godsey & Gibb Inc
Virginia
$690 -$3.31K -24 -83%
SWA
1830
Sutton Wealth Advisors
Florida
$552 +$552 +4 New
BCPWM
1831
Bradley & Co Private Wealth Management
Florida
$1 -$1 – –
TAIM
1832
TD Ameritrade Investment Management
Nebraska
– -$446M -3,137,656 Closed
NWM
1833
NEIRG Wealth Management
Massachusetts
– -$19.9M -139,990 Closed
Ensign Peak Advisors
1834
Ensign Peak Advisors
Utah
– -$14.2M -100,000 Closed
CI
1835
CX Institutional
Indiana
– -$13.5M -95,307 Closed
E
1836
Ergoteles
New York
– -$12M -84,643 Closed
SL
1837
Systelligence LLC
Minnesota
– -$11.3M -79,332 Closed
State Street
1838
State Street
Massachusetts
– -$10.6M -74,529 Closed
MCA
1839
Magnolia Capital Advisors
Mississippi
– -$8.17M -57,476 Closed
VWA
1840
V Wealth Advisors
Kansas
– -$7.73M -54,385 Closed
JGC
1841
J. Goldman & Co
New York
– -$5.19M -36,496 Closed
Simplex Trading
1842
Simplex Trading
Illinois
– -$2.95M -20,728 Closed
PWS
1843
Peterson Wealth Services
Utah
– -$2.64M -18,580 Closed
VAS
1844
Vestmark Advisory Solutions
Massachusetts
– -$2.59M -18,259 Closed
TA
1845
TFB Advisors
Kansas
– -$2.32M -16,324 Closed
V
1846
Veritable
Delaware
– -$2.04M -14,340 Closed
KM
1847
Kalos Management
Georgia
– -$1.47M -10,326 Closed
VPIM
1848
Vanguard Personalized Indexing Management
California
– -$1.45M -10,181 Closed
SHFP
1849
Second Half Financial Partners
Florida
– -$1.3M -9,137 Closed
WCM
1850
Washington Capital Management
Washington
– -$1.17M -8,257 Closed
72 73
74
75 76