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
$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 %
OMC
1876
Overbrook Management Corp
New York
– -$250K -1,756 Closed
RF
1877
RHS Financial
California
– -$243K -1,713 Closed
SWIG
1878
Strategic Wealth Investment Group
Kentucky
– -$242K -1,705 Closed
QPWM
1879
Quadrant Private Wealth Management
Pennsylvania
– -$241K -1,694 Closed
CFP
1880
Catalyst Financial Partners
Massachusetts
– -$238K -1,672 Closed
SWM
1881
Selective Wealth Management
Virginia
– -$236K -1,671 Closed
ISWM
1882
Independent Solutions Wealth Management
New York
– -$235K -1,653 Closed
FCA
1883
Fortis Capital Advisors
Kansas
– -$227K -1,596 Closed
AGA
1884
Arkos Global Advisors
Texas
– -$214K -1,509 Closed
VFPW
1885
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$214K -1,507 Closed
HFM
1886
Hartford Funds Management
Pennsylvania
– -$212K -1,492 Closed
UAS
1887
United Asset Strategies
New York
– -$212K -1,489 Closed
APW
1888
Austin Private Wealth
Texas
– -$209K -1,468 Closed
HFS
1889
Hantz Financial Services
Michigan
– -$206K -1,448 Closed
JF
1890
JSF Financial
California
– -$205K -1,441 Closed
TNA
1891
True North Advisors
Texas
– -$205K -1,441 Closed
YWM
1892
Yoder Wealth Management
California
– -$205K -1,440 Closed
EIG
1893
Ellenbecker Investment Group
Wisconsin
– -$203K -1,435 Closed
SGI
1894
Summit Global Investments
Utah
– -$204K -1,433 Closed
FIM
1895
Fernwood Investment Management
Massachusetts
– -$201K -1,414 Closed
CFO
1896
CVA Family Office
Colorado
– -$165K -1,159 Closed
FA
1897
Fiduciary Alliance
South Carolina
– -$134K -942 Closed
WAM
1898
Worth Asset Management
Texas
– -$106K -745 Closed
AIA
1899
Armor Investment Advisors
North Carolina
– -$57.4K -404 Closed
MPWT
1900
MassMutual Private Wealth & Trust
Connecticut
– -$52.4K -369 Closed
73 74 75
76
77