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 %
AI
176
Accredited Investors
Minnesota
$37.2M +$36.9M +267,803 +16,780%
CG
177
Colony Group
Massachusetts
$37M +$757K +5,486 +2%
MCIA
178
Mountain Capital Investment Advisors
Colorado
$36.9M +$36.9M +268,437 New
SF
179
Summit Financial
New Jersey
$36.9M -$112K -813 -0.3%
PFA
180
Pathway Financial Advisors
Vermont
$36.5M +$343K +2,486 +0.9%
NW
181
NewEdge Wealth
Pennsylvania
$36.4M -$8.83K -64 -0%
BSSFA
182
Baron Silver Stevens Financial Advisors
Florida
$36.3M +$1.51M +10,944 +4%
AC
183
Apella Capital
Connecticut
$36.3M +$43.3K +314 +0.1%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.2M -$245K -1,778 -0.7%
FAN
185
Financial Advisors Network
California
$36.2M +$36.2M +262,566 New
SEIA
186
Signature Estate & Investment Advisors
California
$36.2M +$599K +4,345 +2%
SB
187
Strategic Blueprint
Georgia
$35.8M +$5.29M +38,360 +17%
AF
188
Allworth Financial
California
$35.3M +$1.29M +9,358 +4%
Comerica Bank
189
Comerica Bank
Texas
$34.4M +$34.4M +249,731 New
CSPAM
190
Cary Street Partners Asset Management
Virginia
$34.2M -$669K -4,847 -2%
VVP
191
Venture Visionary Partners
Ohio
$34.1M +$303K +2,197 +0.9%
SI
192
Stephens Inc
Arkansas
$33.7M +$4.1M +29,733 +14%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$33.5M +$1.66M +12,059 +5%
GT
194
Glenmede Trust
Pennsylvania
$33.1M -$7.26M -52,670 -18%
KPWS
195
Kestra Private Wealth Services
Texas
$32.7M +$4.14M +30,046 +15%
Bessemer Group
196
Bessemer Group
New Jersey
$32.7M +$626K +4,539 +2%
GG
197
Gleason Group
Kentucky
$32.6M +$379K +2,747 +1%
CAM
198
Cresset Asset Management
Illinois
$32.2M +$503K +3,650 +2%
AllianceBernstein
199
AllianceBernstein
Tennessee
$31.8M +$1.8M +13,062 +6%
PPP
200
Private Portfolio Partners
New Jersey
$31.8M +$933K +6,766 +3%
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