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
+$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 %
BSW
201
Buckingham Strategic Wealth
Missouri
$31M -$2.98M -21,571 -9%
SIA
202
Schechter Investment Advisors
Michigan
$30.8M -$434K -3,146 -1%
TPW
203
TL Private Wealth
Texas
$30.1M +$1.64M +11,935 +6%
LGA
204
Lebenthal Global Advisors
New York
$29.7M -$522K -3,782 -2%
CSWM
205
Cassady Schiller Wealth Management
Ohio
$29.4M +$1.27M +9,187 +5%
T
206
TrueFG
Texas
$29.4M +$1.17M +8,449 +4%
FC
207
Forte Capital
New York
$29.1M -$1.56M -11,329 -5%
OPAM
208
Ocean Park Asset Management
California
$29.1M +$737K +5,340 +3%
PCA
209
Prosperity Capital Advisors
Ohio
$28.7M +$7.01M +50,798 +32%
RCG
210
Regatta Capital Group
California
$28.6M +$953K +6,910 +3%
BWFA
211
Baltimore-Washington Financial Advisors
Maryland
$28.6M -$1.12M -8,110 -4%
FPIS
212
Financial Planning & Information Services
Wisconsin
$28.2M +$1.34M +9,722 +5%
AWM
213
Angeles Wealth Management
California
$28.1M -$2.32M -16,840 -8%
3LCM
214
3D/L Capital Management
Connecticut
$28.1M -$2.45M -17,781 -8%
AAP
215
Arax Advisory Partners
Colorado
$27.6M +$464K +3,361 +2%
ACA
216
Affinity Capital Advisors
California
$27.6M -$2.76M -20,001 -9%
LWM
217
Ledge Wealth Management
Minnesota
$27.5M +$852K +6,175 +3%
HP
218
Hilltop Partners
Indiana
$27.1M +$8.86M +64,268 +49%
EWA
219
EverSource Wealth Advisors
Alabama
$26.6M +$4.79M +34,714 +22%
JCM
220
Jacobsen Capital Management
Utah
$26.5M -$702K -5,090 -3%
M&T Bank
221
M&T Bank
New York
$26.5M +$3.85M +27,943 +17%
SIA
222
Strategic Investment Advisors
Michigan
$26.4M -$22M -159,354 -45%
PWP
223
Perfromance Wealth Partners
Illinois
$26.3M -$25.4M -184,342 -49%
DC
224
Davenport & Co
Virginia
$25.7M +$453K +3,287 +2%
IGAM
225
iA Global Asset Management
Quebec, Canada
$25.6M -$12.5M -90,901 -33%
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