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 %
OC
451
Oppenheimer & Co
New York
$7.74M +$192K +1,390 +3%
MA
452
Mangham Associates
Virginia
$7.72M -$3.66M -26,464 -32%
RA
453
Riversedge Advisors
Delaware
$7.72M -$66.4K -481 -0.9%
PIAS
454
PCA Investment Advisory Services
Ohio
$7.67M +$7.67M +55,509 New
APC
455
Asset Planning Corporation
Tennessee
$7.66M -$150K -1,088 -2%
EIP
456
Ellis Investment Partners
Pennsylvania
$7.65M +$678K +4,912 +10%
FAIM
457
Financial Advocates Investment Management
Washington
$7.57M -$3.4M -24,586 -31%
MAS
458
Madden Advisory Services
Florida
$7.56M +$17K +123 +0.2%
EFG
459
Everhart Financial Group
Ohio
$7.47M +$799K +5,784 +12%
NFG
460
Nations Financial Group
Iowa
$7.44M +$382K +2,768 +5%
CSIA
461
Conrad Siegel Investment Advisors
Pennsylvania
$7.44M +$3.97M +28,728 +114%
SWA
462
Sax Wealth Advisors
New Jersey
$7.41M -$88.4K -640 -1%
EFS
463
Essex Financial Services
Connecticut
$7.39M -$52.2K -378 -0.7%
PA
464
Planning Alternatives
Michigan
$7.37M – – –
WTA
465
Washington Trust Advisors
Massachusetts
$7.33M -$128K -927 -2%
SWA
466
Safir Wealth Advisors
New Hampshire
$7.3M -$47.1K -341 -0.6%
TCA
467
Transcend Capital Advisors
New Jersey
$7.29M -$2.73M -19,739 -27%
PWM
468
Perigon Wealth Management
California
$7.29M -$2.02M -14,659 -22%
GFG
469
Goldstone Financial Group
Illinois
$7.25M +$7.25M +52,500 New
ICP
470
Interchange Capital Partners
Pennsylvania
$7.24M +$1.14M +8,255 +19%
Neuberger Berman Group
471
Neuberger Berman Group
New York
$7.22M +$356K +2,578 +5%
CB
472
Commerce Bank
Missouri
$7.21M -$645K -4,670 -8%
Lido Advisors
473
Lido Advisors
California
$7.2M +$1.04M +7,518 +17%
HCP
474
Hexagon Capital Partners
Arkansas
$7.19M -$380K -2,751 -5%
FHA
475
First Horizon Advisors
Tennessee
$7.15M -$295K -2,138 -4%
17 18
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