VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,787 hedge funds and large institutions have $67.5B invested in Vanguard Value ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 778 increasing their positions, 643 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,787
Holders Change
-34
Holders Change %
-1.87%
% of All Funds
28.6%
Holding in Top 10
360
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-9.32%
% of All Funds
5.76%
New
122
Increased
778
Reduced
643
Closed
109
Calls
$83.3M
Puts
$26.5M
Net Calls
+$56.8M
Net Calls Change
+$24.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.42B
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$187M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$128M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$123M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$83M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$377M
2
CZI
Chan Zuckerberg Initiative
California
-$169M
3
PPFA
Provida Pension Fund Administrator
Chile
-$130M
4
BlackRock
BlackRock
New York
-$125M
5
Ameriprise
Ameriprise
Minnesota
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ashford Advisors
New York
$19.8M – – –
HWM
252
Hemington Wealth Management
Virginia
$19.8M -$436K -3,156 -2%
PCA
253
Prosperity Capital Advisors
Ohio
$19.8M +$9.45M +68,389 +92%
HP
254
Hilltop Partners
Indiana
$19.7M -$3.74M -27,067 -16%
AWM
255
AAF Wealth Management
Massachusetts
$19.6M -$449K -3,253 -2%
MSA
256
Marino Stram & Associates
Massachusetts
$19.5M +$181K +1,311 +0.9%
WP
257
WealthShield Partners
North Carolina
$19.5M +$1.66M +12,049 +9%
OFP
258
OLIO Financial Planning
Virginia
$19.2M +$1.08M +7,842 +6%
HWA
259
Heartwood Wealth Advisors
Virginia
$19.2M -$197K -1,424 -1%
CCM
260
Carlson Capital Management
Minnesota
$19.1M -$71.7K -519 -0.4%
CAC
261
Certified Advisory Corp
Florida
$19M +$430K +3,117 +2%
WF
262
Warner Financial
Maryland
$18.9M +$292K +2,116 +2%
CWA
263
CJM Wealth Advisers
Virginia
$18.7M +$603K +4,366 +3%
PF
264
Parker Financial
Washington
$18.6M +$941K +6,812 +5%
BCIM
265
Bishop & Co Investment Management
Pennsylvania
$18.6M -$700K -5,072 -4%
LSPW
266
Lake Street Private Wealth
Illinois
$18.6M +$569K +4,120 +3%
FCA
267
FLC Capital Advisors
California
$18.4M +$1.03M +7,447 +6%
MFG
268
Merit Financial Group
Georgia
$18.4M +$971K +7,030 +6%
BFA
269
Bragg Financial Advisors
North Carolina
$18.4M +$741K +5,362 +4%
FAT
270
First American Trust
California
$18.3M -$1.47M -10,679 -7%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$18.2M +$1.87M +13,533 +11%
GVAG
272
Great Valley Advisor Group
Delaware
$18.1M -$5.32M -38,505 -23%
CWM
273
Capital Wealth Management
Rhode Island
$18.1M +$2.57M +18,586 +17%
GRP
274
Global Retirement Partners
California
$18.1M +$2.55M +18,543 +16%
MAM
275
Meeder Asset Management
Ohio
$18M +$1.54M +11,177 +9%
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