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 %
PFA
351
Pure Financial Advisors
California
$12.3M -$215K -1,560 -2%
WLIM
352
White Lighthouse Investment Management
Massachusetts
$12.1M +$270K +1,955 +2%
NL
353
NWAM LLC
Washington
$12.1M -$12.9M -93,173 -52%
KPWG
354
KFA Private Wealth Group
Virginia
$12M +$82.7K +599 +0.7%
CA
355
Cetera Advisors
Colorado
$12M +$2.02M +14,652 +20%
FAM
356
Frontier Asset Management
Wyoming
$12M +$434K +3,142 +4%
PPC
357
Park Place Capital
Alabama
$11.9M -$2.28M -16,480 -16%
SAG
358
SageView Advisory Group
California
$11.9M +$3.59M +26,029 +43%
EC
359
EdgeRock Capital
Colorado
$11.7M -$900K -6,519 -7%
DT
360
Daniels + Tansey
Delaware
$11.6M -$225K -1,630 -2%
AA
361
Aire Advisors
California
$11.6M -$8.87M -65,903 -43%
SW
362
SlateStone Wealth
Florida
$11.6M -$2.62M -18,946 -18%
EGA
363
E&G Advisors
Texas
$11.6M -$414K -2,999 -3%
BBWP
364
Beacon Bridge Wealth Partners
Pennsylvania
$11.5M +$1.81M +13,092 +19%
WJA
365
Willis Johnson & Associates
Texas
$11M +$3.04K +22 +0%
MPCG
366
Matrix Private Capital Group
New York
$11M -$286K -2,070 -3%
GWM
367
Greenhouse Wealth Management
Connecticut
$11M -$18.1K -131 -0.2%
AIS
368
American Investment Services
Massachusetts
$10.9M – – –
BWM
369
BerganKDV Wealth Management
Minnesota
$10.9M +$257K +1,860 +2%
CWA
370
Continuum Wealth Advisors
New York
$10.9M -$926K -6,706 -8%
BCP
371
Berkeley Capital Partners
Georgia
$10.9M +$209K +1,516 +2%
FUBT
372
First United Bank & Trust
Maryland
$10.8M -$440K -3,186 -4%
FNBOO
373
First National Bank of Omaha
Nebraska
$10.8M +$194K +1,405 +2%
ACM
374
Advisors Capital Management
New Jersey
$10.8M +$1.07M +7,757 +11%
LIG
375
Lokken Investment Group
Delaware
$10.8M +$551K +3,990 +5%
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