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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 %
TFA
501
TPG Financial Advisors
Oregon
$6.39M +$89.1K +645 +1%
GBT
502
Grove Bank & Trust
Florida
$6.36M +$98.1K +710 +2%
JFG
503
JMG Financial Group
Illinois
$6.33M +$193K +1,397 +3%
SFM
504
Signet Financial Management
New Jersey
$6.24M -$19.8K -143 -0.3%
WS
505
Wedbush Securities
California
$6.2M +$413K +2,993 +7%
SB
506
Simmons Bank
Arkansas
$6.19M -$521K -3,776 -8%
BF
507
BOK Financial
Oklahoma
$6.17M -$1.7M -12,326 -22%
EC
508
Estate Counselors
Wisconsin
$6.16M +$1.29M +9,320 +26%
LWP
509
Lumature Wealth Partners
Georgia
$6.15M -$235K -1,701 -4%
GIA
510
Gladstone Institutional Advisory
Florida
$6.11M -$776K -5,616 -11%
CF
511
Corrigan Financial
Rhode Island
$6.09M -$152K -1,097 -2%
CA
512
CGN Advisors
Kansas
$6.08M +$334K +2,421 +6%
BFA
513
Beaumont Financial Advisors
Massachusetts
$6.03M -$198K -1,433 -3%
Squarepoint
514
Squarepoint
New York
$5.95M +$5.95M +43,070 New
CCA
515
Cora Capital Advisors
New Jersey
$5.93M -$408K -2,953 -6%
KCM
516
Kathmere Capital Management
Pennsylvania
$5.93M +$295K +2,136 +5%
AA
517
Atmos Advisory
Pennsylvania
$5.92M +$285K +2,062 +5%
CAMG
518
CWA Asset Management Group
Florida
$5.91M -$105K -757 -2%
AA
519
Ancora Advisors
Ohio
$5.85M +$72.9K +528 +1%
FC
520
Family CFO
California
$5.85M +$2.69M +19,482 +85%
MWA
521
Martel Wealth Advisors
Washington
$5.85M +$284K +2,055 +5%
ACP
522
Aveo Capital Partners
Colorado
$5.84M +$181K +1,308 +3%
BCG
523
Breakwater Capital Group
New Jersey
$5.83M +$2.26M +16,377 +63%
LPIC
524
LeJeune Puetz Investment Counsel
Michigan
$5.83M +$235K +1,700 +4%
PA
525
Prism Advisors
California
$5.82M -$323K -2,336 -5%
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