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 %
BHWM
276
Bay Harbor Wealth Management
Maryland
$17.9M +$367K +2,656 +2%
DSA
277
Droms Strauss Advisors
Missouri
$17.9M -$667K -4,826 -4%
NWM
278
NEIRG Wealth Management
Massachusetts
$17.6M -$254K -1,837 -1%
TW
279
Towerpoint Wealth
California
$17.6M +$452K +3,272 +3%
VC
280
Veery Capital
Delaware
$17.4M -$211K -1,530 -1%
FPB
281
First PREMIER Bank
South Dakota
$17.3M +$622K +4,500 +4%
EA
282
Evolution Advisers
Virginia
$17.2M +$480K +3,473 +3%
QIM
283
Quest Investment Management
Oregon
$17.2M -$4.33M -31,328 -20%
VU
284
Valence8 US
Massachusetts
$17.1M -$9.91M -71,754 -37%
AF
285
Affiance Financial
Minnesota
$17M +$3.73M +27,024 +28%
LNC
286
Lincoln National Corp
Pennsylvania
$16.9M +$909K +6,582 +6%
SWM
287
Spire Wealth Management
Virginia
$16.9M +$118K +856 +0.7%
ECM
288
Evergreen Capital Management
Washington
$16.8M +$75.5K +547 +0.5%
AFS
289
Annapolis Financial Services
Maryland
$16.8M +$47.1K +341 +0.3%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$16.5M -$534K -3,862 -3%
BIA
291
Bell Investment Advisors
California
$16.1M -$385K -2,790 -2%
SGWM
292
Sterling Group Wealth Management
California
$16M -$1.93M -13,968 -11%
STA
293
Summit Trail Advisors
New York
$16M -$9.22M -66,750 -37%
BWM
294
Boyd Wealth Management
California
$16M +$3.03M +21,944 +23%
RA
295
Rise Advisors
New York
$15.9M -$578K -4,183 -3%
WAAG
296
Wealth Alliance Advisory Group
Kansas
$15.9M -$5.03M -36,392 -24%
PPWM
297
PFG Private Wealth Management
Florida
$15.6M -$326K -2,362 -2%
Northern Trust
298
Northern Trust
Illinois
$15.6M -$256K -1,857 -2%
PA
299
Parallel Advisors
California
$15.5M +$352K +2,551 +2%
GFA
300
Gallagher Fiduciary Advisors
Illinois
$15.5M +$15.5M +111,883 New
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