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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 %
TH
1851
Team Hewins
California
– -$1.16M -8,158 Closed
TI
1852
Tidal Investments
Wisconsin
– -$1.11M -7,819 Closed
FAAM
1853
First Ascent Asset Management
Colorado
– -$870K -6,121 Closed
SBH
1854
Segall Bryant & Hamill
Illinois
– -$870K -6,120 Closed
FMTC
1855
Farmers & Merchants Trust Company
California
– -$756K -5,321 Closed
BCM
1856
Bayesian Capital Management
New York
– -$696K -4,895 Closed
SCP
1857
Syntal Capital Partners
Texas
– -$571K -4,020 Closed
BFS
1858
Bard Financial Services
Connecticut
– -$507K -3,570 Closed
NB
1859
NBT Bank
New York
– -$473K -3,326 Closed
AIC
1860
Ayalon Insurance Company
Israel
– -$465K -3,272 Closed
DAM
1861
Derbend Asset Management
Georgia
– -$457K -3,213 Closed
TWM
1862
Tanager Wealth Management
United Kingdom
– -$411K -2,894 Closed
WFA
1863
Wade Financial Advisory
California
– -$407K -2,865 Closed
FCBT
1864
First Citizens Bank & Trust
North Carolina
– -$361K -2,539 Closed
RSC
1865
Red Spruce Capital
Pennsylvania
– -$357K -2,514 Closed
KIA
1866
KCM Investment Advisors
California
– -$352K -2,478 Closed
Chevy Chase Trust
1867
Chevy Chase Trust
Maryland
– -$328K -2,309 Closed
FPCP
1868
Fort Point Capital Partners
California
– -$311K -2,188 Closed
BPC
1869
Banque Pictet & Cie
Switzerland
– -$303K -2,133 Closed
DAM
1870
Deltec Asset Management
New York
– -$291K -2,050 Closed
HFS
1871
Heritage Financial Services
Massachusetts
– -$290K -2,041 Closed
PGAM
1872
Princeton Global Asset Management
New Jersey
– -$284K -2,000 Closed
OAM
1873
Occidental Asset Management
California
– -$269K -1,891 Closed
WHG
1874
Westwood Holdings Group
Texas
– -$258K -1,817 Closed
RCM
1875
RNC Capital Management
California
– -$255K -1,793 Closed
73 74
75
76 77