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 %
CFSG
401
Clark Financial Services Group
Missouri
$9.13M -$494K -3,579 -5%
CWP
402
Cyndeo Wealth Partners
Florida
$9.12M +$22.5K +163 +0.2%
RWA
403
Redhawk Wealth Advisors
Minnesota
$9.11M +$914K +6,619 +11%
AWS
404
Aspen Wealth Strategies
Colorado
$9.08M +$82.3K +596 +0.9%
RPWA
405
Regent Peak Wealth Advisors
Georgia
$9M -$537K -3,888 -6%
5SA
406
5th Street Advisors
Connecticut
$8.99M +$5.04M +36,522 +128%
JWCA
407
J.W. Cole Advisors
Florida
$8.99M +$82.5K +597 +0.9%
OPPS
408
Obsidian Personal Planning Solutions
Maryland
$8.86M +$149K +1,079 +2%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$8.83M -$236K -1,710 -3%
MMPW
410
Mitchell McLeod Pugh & Williams
Alabama
$8.81M +$1.4M +10,104 +19%
LPAM
411
Lodestar Private Asset Management
California
$8.74M +$120K +871 +1%
VA
412
Valmark Advisers
Ohio
$8.73M +$713K +5,161 +9%
CBFP
413
Cedar Brook Financial Partners
Ohio
$8.62M +$564K +4,087 +7%
CWM
414
Cranbrook Wealth Management
Michigan
$8.58M -$2M -14,457 -19%
GAM
415
Gemmer Asset Management
California
$8.57M +$368K +2,662 +4%
IWC
416
Integrated Wealth Concepts
Massachusetts
$8.56M +$2.23M +16,163 +35%
HNB
417
Huntington National Bank
Ohio
$8.51M -$8.99M – –
AM
418
AGF Management
Ontario, Canada
$8.51M -$82.2K -595 -1%
TIM
419
Tortoise Investment Management
New York
$8.48M +$118K +852 +1%
GWSA
420
Global Wealth Strategies & Associates
Colorado
$8.4M +$2.17M +15,681 +35%
BAM
421
Beaumont Asset Management
Texas
$8.39M -$24.3K -176 -0.3%
CPIG
422
Chicago Partners Investment Group
Illinois
$8.38M -$79.2K -563 -0.9%
SC
423
Savant Capital
Illinois
$8.32M +$1.63M +11,772 +24%
AT
424
Arden Trust
Delaware
$8.32M +$8.32M +60,208 New
CPRC
425
Consolidated Portfolio Review Corp
New York
$8.28M +$8.28M +59,972 New
15 16
17
18 19