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 %
SPA
326
Shore Point Advisors
New Jersey
$13.6M -$86.5K -626 -0.6%
IAIM
327
International Assets Investment Management
Florida
$13.6M +$13.6M +78,536 New
WP
328
Wealthspan Partners
Iowa
$13.5M +$385K +2,790 +3%
MFGP
329
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.5M -$59.2K -429 -0.4%
CS
330
Comerica Securities
Michigan
$13.5M -$520K -3,766 -4%
FCM
331
Firestone Capital Management
Florida
$13.5M +$628K +4,547 +5%
GFWA
332
Grey Fox Wealth Advisors
Delaware
$13.5M +$1.76M +12,768 +15%
FH
333
FWG Holdings
Florida
$13.4M +$10.4M +75,271 +342%
PFO
334
Pathstone Family Office
New Jersey
$13.4M -$13.3M -96,120 -50%
RA
335
RFG Advisory
Alabama
$13.4M -$704K -5,099 -5%
IG
336
ING Group
Netherlands
$13.4M +$284K +2,055 +2%
FTS
337
Fifth Third Securities
Ohio
$13.3M -$372K -2,692 -3%
UB
338
UMB Bank
Missouri
$13.1M +$730K +5,288 +6%
SCM
339
SOL Capital Management
Maryland
$13.1M +$682K +4,940 +5%
AG
340
Ascent Group
Virginia
$13.1M +$1,000K +7,238 +8%
FA
341
FDx Advisors
Illinois
$12.9M – – –
RSWM
342
Robertson Stephens Wealth Management
California
$12.9M -$6.9M -49,955 -35%
SHWM
343
Smith & Howard Wealth Management
Georgia
$12.9M +$261K +1,892 +2%
CF
344
Centaurus Financial
California
$12.9M -$1.87M -13,544 -13%
TC
345
Tenret Company
Florida
$12.8M +$376K +2,719 +3%
VWA
346
Visionary Wealth Advisors
Illinois
$12.7M +$880K +6,371 +7%
ACM
347
AlphaStar Capital Management
North Carolina
$12.5M +$6.12M +43,954 +95%
CTC
348
Central Trust Company
Missouri
$12.5M -$301K -2,182 -2%
GSIS
349
Global Strategic Investment Solutions
Arizona
$12.5M +$4.28K +31 +0%
FFG
350
Fullen Financial Group
Ohio
$12.3M +$1.51M +10,762 +14%
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