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 %
AWM
376
Avior Wealth Management
Nebraska
$10.7M +$471K +3,412 +5%
BBA
377
BLB&B Advisors
Pennsylvania
$10.7M +$1.24M +8,987 +13%
SWP
378
Stratos Wealth Partners
Ohio
$10.6M -$10.9M -78,561 -51%
NRI
379
NFP Retirement Inc
California
$10.5M +$294K +2,132 +3%
SPC
380
Sigma Planning Corp
Michigan
$10.4M +$1.43M +10,328 +16%
Nomura Asset Management
381
Nomura Asset Management
Japan
$10.3M -$5.7M -41,300 -36%
CWAG
382
Compton Wealth Advisory Group
Virginia
$10.3M +$729K +5,277 +8%
State Street
383
State Street
Massachusetts
$10.2M +$136K +983 +1%
AWM
384
Altus Wealth Management
Kentucky
$10.2M +$324K +2,344 +3%
Prudential Financial
385
Prudential Financial
New Jersey
$10.2M -$6.47M -48,604 -39%
OWA
386
Outlook Wealth Advisors
Texas
$10M -$882K -6,385 -8%
SG Americas Securities
387
SG Americas Securities
New York
$10M -$195K -1,410 -2%
CWM
388
Cornerstone Wealth Management
Missouri
$9.84M +$9.84M +71,271 New
IA
389
IFG Advisory
Georgia
$9.74M +$188K +1,358 +2%
RWI
390
Red Wave Investments
Pennsylvania
$9.71M -$35.4K -256 -0.4%
FAP
391
Financial Advisory Partners
Florida
$9.7M -$68.2K -494 -0.7%
LCWP
392
Legacy Capital Wealth Partners
Arkansas
$9.67M -$713K -5,166 -7%
SSW
393
Stone Summit Wealth
Florida
$9.64M +$534K +3,863 +6%
TPW
394
Tiller Private Wealth
Pennsylvania
$9.6M +$475K +3,436 +5%
DPI
395
Diversified Portfolios Inc
Michigan
$9.51M -$159K -1,151 -2%
AA
396
AJ Advisors
Tennessee
$9.42M +$492K +3,563 +6%
APP
397
Avantax Planning Partners
Iowa
$9.2M -$265K -1,918 -3%
NAS
398
Nicolet Advisory Services
Wisconsin
$9.18M +$517K +3,720 +6%
GSWM
399
Greenup Street Wealth Management
Michigan
$9.16M +$1.61M +11,687 +21%
WCM
400
Windham Capital Management
Massachusetts
$9.14M -$2.53M -18,333 -22%
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